Salesforce integration
Revenue desks read accounts, contacts and opportunities to research a deal and propose updates.
In the Koshra app catalog, not yet used in our own workspace · CRM and sales
How bots reach it
- Composio connection. Reached through a Composio connection, with a per-bot allowlist so each bot only sees the apps its role needs.
Roles that would use it
- pipeline_deskKeep the account and people list current, deduped and staged.
revops_deskKeep stages, fields and handoffs consistent, and flag the rows that break the rule.- research_deskResearch one account at a time and return facts with sources.
Connect Salesforce from the app, then add it to the allowlist of each bot that needs it.
Rules
- No bot can use it until you add it to that bot's allowlist; bots start with no apps.
- Set its write tools to Ask, so each change waits on an approval card.
- Every tool call is checked against your Allow, Ask or Block rules first.
Official site: www.salesforce.com
Also in this group: HubSpot, Twenty CRM, Clay, Apollo, Pipedrive, Attio, Close, Zoho CRM
Also as Markdown for AI agents.
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