Salesforce

Connector

Action

Native

Beta

Search CRM records in natural language, see account information with full context, and keep your sales records up to date.

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Overview

Salesforce is a leading customer relationship managament platform. Connecting Salesforce with Glean brings live CRM data into your daily workflow. Look up records and prep accounts with full context, update deals or cases directly, and automate GTM and support routines — all from Glean, while Salesforce remains your system of record.

Features

Glean searches across:

Accounts
Contacts
Opportunities
Leads

Glean takes 30+ actions in Salesforce (some actions are in beta):

Create campaigns, opportunities, accounts, leads, contacts, and notes
Update accounts and leads
Log activity data like emails and calls

Benefits

Glean gives sales and GTM teams a single, context-rich workspace where live CRM data powers faster deal cycles, informed prospecting, and more consistent deal and customer management.