App Template

Chat to Salesforce

Leverage conversational AI to quickly find the information you need across Salesforce.

Chat to Salesforce App Details

Use a conversational AI interface to find insights and data from Salesforce.

Look up Salesforce data

Leverage the AI Assistant to find Salesforce information across Accounts, Opportunities, Contacts, and Contracts. Here is a sampling of questions you could ask:  

  • How many opportunities are expected to close this quarter? 

  • Do we have any sales opportunities in contract review? 

  • What is the renewal date for ACME Corp? 

  • What is the contact information for Rebecca Silver?  

  • Who is the main contact for ACME Corp? 

Chat to Salesforce
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