Connect Salesforce to JoySuite and give your AI assistants full visibility into your customer relationships. Query accounts, opportunities, contacts, and activities using natural language to get instant insights.
JoySuite securely connects to Salesforce, making these resources available to your AI assistants.
Access company records, hierarchies, and account details.
View deals, pipeline stages, and revenue forecasts.
Access contact information and relationship history.
View tasks, events, calls, and engagement history.
Access support cases, issues, and resolution history.
Query Salesforce reports and dashboard data.
Use these specialized commands to interact with your Salesforce data directly in conversations.
Retrieve account details, contacts, and recent activity.
View deal details, stage history, and related records.
Search across Salesforce objects with filters.
Get pipeline summary by stage, owner, or time period.
Retrieve tasks, events, and engagement history.
Create new accounts, contacts, or opportunities.
See how your team can leverage Salesforce data with natural language queries.
Show me all opportunities closing this quarter over $50K. Which ones are at risk?
Pull up the Acme Corp account. What's our relationship history and who are the key contacts?
What deals has Sarah closed in the past 90 days? Calculate her total bookings.
Find all accounts in healthcare with no activity in 60 days.
Combine Salesforce data with other connected systems for deeper insights.
Surface Salesforce account and deal details when mentioned in Slack channels.
Connect Salesforce records with Outlook or Gmail for communication history.
Link Salesforce accounts with Zendesk tickets for customer health.
Connect opportunities with project management for post-sale delivery.
You control exactly what JoySuite can access within Salesforce.
Select Salesforce from the connector library
Log in and approve the connection
Choose which data to sync
Query your data with natural language
These connectors work great alongside Salesforce.
Give your AI assistants access to your Salesforce data. Get started in minutes.
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