Salesforce

Salesforce context, planned around the deal.

The planned Salesforce connection brings account records, opportunities and recorded activities into sales context. It is designed for reading the deal history alongside your conversations.

Coming soon

Coming soon. The Salesforce connection is not available in the released app.

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A possible account check before the next review.

With the planned Salesforce connection, a seller could use account and opportunity records to prepare a focused question.

Planned example · Coming soon · Fictional customer details

Salesforce

What could the Northstar account history help me prepare?

Account

Northstar

Opportunity: Regional rollout
Recorded activity to check: The last account review

Planned sourceSalesforce example records

Illustrative record sources for the fields above. All records are fictional.

Account record: NorthstarShown in the “Account” field above.
Opportunity record: Regional rolloutShown in the “Opportunity” field above.
Activity record: The last account reviewShown in the “Recorded activity to check” field above.

This connection is not available yet. These details show a possible use of its planned scope.

The planned use in your day

Before an opportunity review

Planned use: check the opportunity and its recorded activities before you discuss the account. Bring the recorded history into the questions you want to ask.

When a customer returns

Planned use: review the account’s existing record alongside the new conversation, so you can examine what changed since the earlier opportunity.

Start with what works today.

The released app does not offer the Salesforce connection described here. Start with Free call notes today, and use the integration directory to check connection status.

Explore Free call notes

Keep the scope in view

The planned scope is read-only accounts, opportunities and activities. Automatic CRM updates and record creation are outside that scope.

See the current plans

A few things
you might ask.

Can I connect Salesforce today?

The Salesforce connection described here is coming soon. Its planned scope is read-only accounts, opportunities and recorded activities.

What is available today?

Coming soon. The Salesforce connection is not available in the released app.

What can I start with now?

The released app does not offer the Salesforce connection described here. Start with Free call notes today, and use the integration directory to check connection status.

What should I know about the scope?