Integration

Replex and Salesforce for security questionnaires on opportunities

Connect opportunity context to response work so security questionnaires do not disappear into private attachments.

Opportunity context
Attachment workflow
Sales visibility

Product proof

See how this becomes a Replex response

Instead of asking visitors to trust a claim, the page shows the work: parse the request, match approved answers, flag gaps, review sources, and export.

Replex response

Connected workspace

01

Salesforce destination selected

02

Questionnaire event mapped

Source Replex Salesforce integration
Response status Review ready

Response event

Replex sends focused questionnaire workflow context to Salesforce.

Context confidence High

Use case overview

Bring deal context into the security review process so sales can track which opportunities are waiting on questionnaires.

Why CRM context matters

Security questionnaires are deal work. Connecting them to opportunity context helps teams prioritize the requests that matter most.

  • Customer name
  • Deal owner
  • Deadline
  • Opportunity stage

What Replex adds

Replex provides the response workspace: parsing, matching, drafting, review, and export from approved knowledge.

Workflow steps

  1. 1Connect Salesforce
  2. 2Identify questionnaire attachments
  3. 3Import the request
  4. 4Process and review answers
  5. 5Update the deal workflow

Expected outcomes

Better sales visibility
Faster questionnaire intake
Less manual handoff

FAQ

Can Replex process questionnaire attachments?

Yes. The Salesforce workflow is designed around security questionnaires attached to opportunities.

Does Salesforce replace the Replex review flow?

No. Salesforce carries deal context. Replex handles the response workflow.