Visualize your Salesforce data
- Import account, opportunity, contact, activity, and task data from Salesforce to build dynamic account maps.
- Understand relationships between key prospects, identify gaps in the buying team, and see the best path to win.
- Enable sales leadership to quickly assess the health of a deal with account maps customized to your sales methodology.
- Standardize your team’s account documentation with Smart Fields and Smart Tables that automatically populate the most important account and opportunity details. Keep visualization consistent by using the official Salesforce shape library.
- Keep account information up to date with Lucidchart’s bi-directional sync—any changes made in Lucidchart will instantly be reflected in Salesforce (and vice versa).