Integrations · CRM
Salesforce
Reach account, opportunity and activity data in Salesforce through natural language, so sales teams get answers without waiting for a report.
Overview
The Salesforce integration exposes CRM data to the AI layer under authorisation. Users ask questions about records they are allowed to see, aligned with CRM permissions.
Pre-meeting preparation, account summaries and follow-up suggestions are produced in one place.
How it works
- Connection and scope: a system account is created and the readable fields and permission scope are defined.
- Data mapping: the relevant record types are registered as tools for the AI layer.
- Usage: teams ask questions in natural language within their own permissions and get answers with source references.
Benefits
- Shortens the report request chain
- Provides access without copying data
- Deploys without replacing the existing system
Features
- Access to accounts, contacts, opportunities and activities
- Role-based visibility
- Summaries and follow-up suggestions
Use cases
- Summarising account and opportunity history
- Generating pre-meeting briefing notes
- Natural-language reporting on the sales pipeline
Data security is not a feature — it is a deployment decision.
In every project, access rights, data boundaries and logging are defined from the very beginning.
- With on-premise deployment data never leaves the corporate network
- Role-based authorisation: users only see data they are entitled to
- KVKK-compliant data processing approach
- Per-request logging and traceability
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