Salesforce

CRMBeta

Overview

Connect Salesforce to Chat Aid to make your crmdata searchable and accessible through AI-powered conversations.

How to Connect

1. Navigate to Integrations in your Chat Aid dashboard
2. Find Salesforce in the CRM category
3. Click Connect
4. Authenticate with your Salesforce credentials
5. Select which content to train on
6. Click Start Training

What Data is Accessed?

Chat Aid requests read-only access to your Salesforce content. We never modify, delete, or share your data with third parties.

Chat Aid absorbs the following information:

Accounts

• Account owner
• Account name
• Account description
• Account industry
• Account website
• No. of employees in account
• Account address
• Account phone numbers
• Last activity at
• Updated at
• Created at

Contacts

• Contact name
• Contact email address
• Contact account name
• Contact country
• Created at
• Updated at
• Custom fields

Engagements

• Engagement owner
• Engagement content
• Engagement subject
• Engagement type: call, email, meeting or raw response
• Engagement start time
• Engagement end time
• Engagement account
• Engagement contact
• Engagement opportunity
• Created at
• Updated at

Leads

• Lead owner
• Lead source
• Lead title
• Lead contact
• Lead account
• Lead first name
• Lead last name
• Lead address
• Lead email address
• Lead phone number
• Created at
• Updated at
• Converted at
• Converted contact
• Converted account

Notes

• Note title
• Note owner
• Note content
• Note contact
• Note account
• Note opportunity
• Note visibility: public, private
• Created at
• Updated at

Opportunities

• Opportunity name
• Opportunity description
• Opportunity amount
• Opportunity owner
• Opportunity account
• Opportunity contact
• Opportunity stage
• Opportunity status
• Opportunity close date
• Last activity at
• Created at
• Updated at

Stages

• Stage name
• Created at
• Updated at

Tasks

• Task subject
• Task content
• Task owner
• Task account
• Task contact
• Task completed at
• Task due date
• Task status
• Created at
• Updated at

Users

• User name
• User email
• Is user active: true/false
• Created at
• Updated at

View our security practices →

Auto-Retrain

Keep your Salesforce data up-to-date by configuring automatic retraining schedules (Daily, Weekly, or Monthly).

Learn about Auto-Retrain →

Need Help?

View troubleshooting guide →

Contact our support team at support@chataid.com

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