Salesforce integration brings your CRM data directly into the intelligence stack. Virtual employees can access customer records, update opportunities, manage contacts, and trigger workflows — all through governed, audited connections. The integration isn't just read access; it's bidirectional, allowing AI agents to both consume CRM intelligence and contribute back to it.
Read customer data for decision context. Write back insights, update records, and trigger automated workflows. The CRM stays current without manual data entry.
Salesforce objects map to your domain schema entities. Accounts, Contacts, Opportunities, Cases — each connected to the corresponding domain model.
AI agents can trigger Salesforce workflows and automation rules. A virtual sales assistant can update a deal stage, which triggers the associated notification and approval process.
Access live CRM data during AI processing. When a virtual employee handles a customer interaction, they pull the latest account history and preferences in real time.
Salesforce works in concert with other layers in the intelligence stack — each connection amplifying the capability of both components.
Unify your CRM intelligence with your broader organizational knowledge. AI agents that understand customer context from Salesforce, combined with institutional knowledge from the repository, deliver significantly better customer interactions.
Discover how Salesforce fits into your enterprise intelligence strategy.
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