Salesforce
Access all of your Salesforce CRM content directly from within Glean via Glean's Salesforce integration.
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概要
Salesforce makes cloud-based software designed to help businesses find more prospects, close more deals, and impress customers with amazing service. By connecting to Salesforce, Glean users can leverage permissions-based search across relevant knowledge, such as leads and case files, to accelerate their workflows.
特徴
Glean indexes Salesforce to capture:
- Knowledge Base articles and documents
- Cases and case comments
- Opportunities and leads
- Accounts and contacts
- Chatter
メリット
Gain easy insight into account status and updates, associated sales reps, and customer challenges. Enhance communication between sales and marketing teams by providing access to Salesforce content they may not be aware of.
Additional apps
Engineering
Add custom data sources into Glean’senterprise 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.
Browser history
Glean can also search across workplaceapps in your browser history, such as Airtable, Coda, Figma, and more.
Work AI for all.
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