Use cited evidence in a reviewed outputConnected mail or chat action
ProjectConnected companion
TitleGrounded follow-up
AssigneePriya Mehta
Priority↑ High
Due date8 August
SALESFORCE INTEGRATION · Available
CRM context in every answer, with the thread to prove it.
Index approved Salesforce objects so account history, opportunity state and activity context join cited answers alongside Gmail, Calendar, Slack and documents.
WHAT ENTERS LINKENCE
Bring the useful context into scope, not the entire system.
Salesforce connects through an admin-defined boundary. Each object type below lists what Linkence reads, the scope condition that applies and the limitation you should know about before the first sync. Your Salesforce account remains the system of record.
Accounts and opportunities
Records, stages, amounts and history
Approved objectsActivities and notes
Calls, emails, tasks and notes
Approved objectsFields outside the approved schema are not indexedFind · Prepare · Act
One Salesforce connection, three governed jobs.
BETTER WITH COMPANIONS
Salesforce gets more useful when it knows what happened elsewhere.
Pair Salesforce with Gmail, Google Calendar, Slack and the answer stops being a search result. Evidence arrives from every connected system, and the next step waits for your approval.
Governed cross-system result Evidence attached
GmailThreads and messages
Cited in the resultAdmin-approved mailboxes and labels
Google CalendarEvents
Cited in the resultAdmin-selected calendars
SlackChannel messages
Cited in the resultAdmin-selected channels
A cited brief: stage, history, open risks and the latest threadApproval required
SCOPE AND BOUNDARIES
Connection does not mean unrestricted access.
Included when configured
- Admin-approved objects and fields
- Scheduled sync of records and activity
- Cited answers paired with mail and calendar context
Not assumed, not included
- Objects outside the approved schema
- Writing back into Salesforce records
- Private fields an admin has not approved
COMMON WORKFLOWS
Real jobs teams run with Salesforce.
Walk into the renewal prepared
GmailGoogle CalendarSlack
A cited brief: stage, history, open risks and the latest thread
RELATED CONNECTORS
Pairs that make Salesforce answers stronger.
ASK IT YOURSELF
Questions Salesforce answers on day one.
Bring one of these to the demo on representative data. Every answer arrives with citations that open the original Salesforce record.
What is the state of the Contoso renewal?
Which opportunities slipped this quarter?
Summarise the last three touchpoints with this account.
SALESFORCE QUESTIONS
Direct answers about Salesforce.
Every answer reflects the verified connector behaviour, never generalised.
What does the Linkence Salesforce integration include?+
Admin-approved objects and fields; Scheduled sync of records and activity; Cited answers paired with mail and calendar context.
What is outside the scope of the Salesforce integration?+
Objects outside the approved schema; Writing back into Salesforce records; Private fields an admin has not approved.
How fresh is Salesforce data in Linkence?+
Scheduled sync through the Linkence indexing pipeline. Scope: Admin-approved objects and fields.
Can Linkence take actions in Salesforce?+
The Salesforce connector is read-focused. Writes happen through connected companions, for example a grounded reply in mail or an approved update in chat, always with approval.
SEE SALESFORCE IN A REAL WORKFLOW
Bring Salesforce into one governed workflow.
We will show how Linkence finds the relevant context, presents the work and keeps every sensitive change under your team's control.
Representative data is enough for the first demo. No production access required.