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Salesforce
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Beta
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.
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