概要
Salesforce runs sales pipelines, accounts, and customer records for a huge chunk of enterprise teams. Connect Salesforce as a source for Slite and your team can search opportunities, contacts, and account history alongside everything else in your stack — so AE prep, exec reviews, and customer questions get answered with live CRM data instead of last week's screenshot.
使い方
Go to your Slite workspace settings, click "Add source" and select Salesforce. Authenticate with your Salesforce account, choose which objects and records to index, and the AI assistant will surface relevant deal and account context when answering questions. Salesforce's permission model is respected throughout.
Need help setting up your Salesforce integration with Slite? Contact support.
🔒 We take privacy seriously. Slite is SOC 2 Type II certified, GDPR and HIPAA compliant, with all data encrypted in transit and at rest on EU-based infrastructure. Your data is never used to train, nor retained by, third-party LLMs. See our security page for more information.
