Connectors

Salesforce

Integration

Connect all of your CRM Content directly to your workhub with Salesforce’s Glean integration capabilities.

Set up your 

Salesforce

 integration today!

Overview

Salesforce makes cloud-based software designed to help businesses find more prospects, close more deals, and impress customers with amazing service. Salesforce connection will enable Glean to search across relevant knowledge, such as leads and case files.

Features

Glean will search across all of the content that a user has access to, such as:

  • Knowledge Base articles
  • Cases
  • Case Comments
  • Documents
  • Opportunities
  • Leads
  • Contacts
  • Accounts
  • Discussion Forums

Benefits

Get further context around accounts, such as the last time an account was updated, which sales rep the account belongs to, whether there were past opportunities with the account, and more.

Customer support teams can easily gain insights into customer problems by searching Glean for past Salesforce cases and case comments.

Foster better communication between sales and marketing teams by giving people from both teams access to Salesforce content that they may have had access to but didn’t know about.

Additional apps

Custom apps

Add custom data sources into Glean’s enterprise search software using our API to index application content.

Other websites

Connect other sources of company knowledge, like your customer-facing help center or internal websites.

Workplace apps from your browser history

Glean’s enterprise search software can also search across any apps you use in your browser, such as Airtable, Coda, and more.

Don’t see what you need?

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