App Connector · CRM & support
Salesforce
Keep sales records current and get answers from your pipeline.
Find sales opportunities, update customer records, and check which leads need a follow-up.
What you can do
A connector lets the assistant use an app or tool for you. Once connected, ask it to work with Salesforce.
Read records
Find customer and sales records and read how their fields are organized.
Ask about your pipeline
Ask a question such as which opportunities are due to close this quarter. The assistant searches your Salesforce records for the answer.
Update records
Create and update records on your behalf.
Things you can ask
Type these in chat once the connector is on.
What you need
Use your Salesforce username and password, plus the extra security credential Salesforce emails you. Your organization can also connect through an app it has registered with Salesforce.
Setup details
In Connection type, use User_Password for your username, password, and the Security token Salesforce emails you. For a connected app, choose OAuth_2.0_Client_Credentials and supply its client ID and secret. The connector supports SOQL and SOSL searches.
Plexon encrypts saved passwords and connection keys on your computer.
When a task uses an online app, that app receives the request. Its results may also be sent to the AI service handling your chat. You can turn the connector on for one workspace and leave it off for another.
More in CRM & support
Connectors stack: turn on several and the assistant moves work between them.
HubSpotManage contacts, companies, deals, and tickets.
GoHighLevelManage contacts, conversations, appointments, sales opportunities, and payments for one GoHighLevel sub-account.
TwentyManage companies, contacts, deals, notes, and tasks in your Twenty customer records.
ZendeskSearch, create, and update support tickets.
IntercomSearch conversations and contacts.
MailchimpManage audiences, campaigns, and email automations.Connect Salesforce to Plexon
Install Plexon, open Apps, and follow the setup steps for Salesforce. Then describe what you want to do in chat.