Salesforce Connecteur
Connect Salesforce to OnPremiseAgent for AI-powered CRM operations. Agents can query accounts, contacts, and opportunities using natural language, generate SOQL queries, automate lead scoring, and create sales reports — with CRM data processed on your infrastructure.
OAuth 2.0API Key
Authentification
OAuth 2.0, API Key
Catégorie
Workflow et collaboration
Compatibilité
Salesforce Enterprise, Salesforce Unlimited, Salesforce Platform
Niveau
Prévu
Des capacités conçues sur mesure
Tout ce dont vous avez besoin pour intégrer Salesforce à vos workflows d'agents on-premise.
CRM Data Access
Query accounts, contacts, opportunities, and custom objects with natural language.
SOQL Generation
Automatically generate and execute SOQL queries from business questions.
Lead Scoring
AI-powered lead scoring and opportunity prioritization based on CRM data patterns.
Report Builder
Generate Salesforce reports and dashboards from natural language descriptions.
01
Create Connected App
Create a Salesforce Connected App with OAuth 2.0 and appropriate API scopes.
01
Avantages clés
Pourquoi les entreprises choisissent ce connecteur
- Natural language CRM queries across all Salesforce objects
- Automatic SOQL generation from business questions
- AI-powered lead scoring and opportunity insights
- Works with Salesforce Enterprise and Unlimited editions
01
Pipeline Analysis
Ask 'Show me deals over $100K closing this quarter with probability above 60%' for instant pipeline insights.
02
Account Intelligence
Get AI-generated account summaries combining activity history, open cases, and opportunity data.
03
Automated Reporting
Generate weekly sales reports with year-over-year comparisons and trend analysis.
Questions fréquentes
Does this support custom objects?
Yes. The connector supports all standard and custom Salesforce objects, including custom fields and relationships.
Can agents update Salesforce records?
Read access is default. Write operations can be enabled with field-level security controls and approval workflows.
Fonctionne parfaitement avec
Associez Salesforce à ces connecteurs pour une stack d'intégration complète.
Prêt à connecter Salesforce?
Déployez sur votre propre infrastructure avec une souveraineté totale des données. Lancez-vous en quelques minutes.