Salesforce
Accounts, pipeline and records
Agents build account briefs, review pipeline and forecast risk, run SOQL queries and update Salesforce records.
- Build a meeting brief for Acme Corp
- Which open deals closing this quarter have stalled?
- Turn these call notes into a follow-up email and CRM update
How it works
Click Connect and log in on Salesforce’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- Salesforce
- Category
- Sales & marketing
- How it connects
- Log in with Salesforce
- Agents can
- Read, and change what an admin allows
- Website
- salesforce.com
