Salesforce

CRM — leads, contacts, accounts, opportunities, cases, and SOQL

The Salesforce integration lets your agent work directly with your Salesforce org during a conversation.

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Connection follows the same pattern as other integrations: select the Salesforce card from Integrations, provide a Name and Credential, and select Connect. See Integrations Overview for the general connection flow.

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Specific supported actions for this integration have not yet been documented. This page will be updated once confirmed.