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Integrations Salesforce
SalesforceAgent-only read connector

Start with the right account.

Read the matching Salesforce Contact and Account name beside the conversation, then continue account work in Salesforce.

Set up SalesforceSee the workflow ↓
Inside your workspace

Useful context. Right beside the work.

What connects

Contact name, Account

Salesforce context in Message Inbox.
From setup to first result

Make Salesforce part of the workflow.

Use an API-enabled connected-app access token and your Salesforce instance URL.

  1. 01

    Match the customer

    Open the customer conversation and use the exact email associated with their provider record.

  2. 02

    Identify the account

    Read the returned Contact and Account. Similar names can belong to different organizations; confirm the account before discussing its support history.

  3. 03

    Prepare the handoff

    Share the relevant account context with the colleague taking over. Continue account updates in Salesforce.

Agent-only, read-only lookup. It does not grant customer-facing AI permission to expose private records or change consent, issue refunds or edit accounts.

Before your team relies on it

Check the result, end to end.

Test one known email, one unknown email and a disconnected or expired credential. An incomplete or failed lookup must not be read as proof that the customer has no record.

Open connection settings Find setup help ↗