Salesforce

Look up an account or an opportunity in the middle of a thread.

Connect Salesforce

Overview

Connect Salesforce and alfred_ can look up an account, an opportunity or a contact when you ask, next to the email thread that's waiting on you.

How it works

What alfred_ does with Salesforce

  • Looks up an account.
  • Reads an opportunity.
  • Finds a contact.

Things to ask

  • “What stage is the Northwind opportunity in?”
  • “Who owns the Acme account?”

Configure

In alfred_, open Integrations, choose Salesforce and sign in to Salesforce.

alfred_ reads. Any change is shown to you first and waits for your yes.

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