Surfboard for Salesforce

Forecast demand and create schedules by integrating your Salesforce Service Cloud ticket data.

Surfboard workforce management integration with Salesforce for customer support teams

Used by leading support teams

Utilise your Salesforce data

Salesforce Service Cloud is one of Surfboard’s most popular integrations for mid-market and enterprise customers.


With the ability to consolidate omnichannel support queries with Surfboard’s powerful workforce management, Salesforce users can always be confident their service levels will be met through forecast driven scheduling and accurate performance metrics. 

Ben Gardner from Drift

"“A key component to our support is making sure we can adhere to our SLA guidelines for response and in order to do so we need to have people available at the right place and right time.”

Ben Gardner, VP of Customer Support, Drift


Forecasting for Salesforce

With Salesforce being infinitely customisable, Surfboard can match the custom fields that are created in Salesforce to ensure forecasting and scheduling matches how your team is set up. 


This means that across your different Salesforce channels (phone, email, chat) you can set up further customisable fields that relate to inflow types, customer types or geographies / languages so that your schedule ensures you always have the right people who are skilled available to meet customer needs.

Customer support teams can forecast ticket volumes and generate staffing requirements by combining Dixa data with Surfboard WFM
Surfboard's real-time dashboard, intraday schedule and shrinkage reports

Real-time monitoring for Salesforce

With Surfboard’s integration into Salesforce, you also have the ability to see what all your agents are working on at any point in time based on their scheduled activity. 


This means if your phone or chat wait times are getting longer or you have an email backlog, you can easily see where everyone in your team is and within a click of a button redeploy them to new tasks to cover your queues.

How teams use Surfboard with Salesforce

Our customers love us


Works with your other tools too

Integrate your WFM with tools like Zendesk, Intercom, Dixa, Salesforce, HiBob, Slack or Google Calendar

An investment that
pays off

Happy teams, reliable SLA performance,

and delighted customers.


Less scheduling time


Less employee attrition


Higher team productivity

Take your team to the next level

Ready to see why companies like Bloom & Wild, Beauty Pie, Cleo AI and Drift chose us? Let’s chat.