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Salesforce

Read and update Salesforce without opening Salesforce.

Comece grátisCrm

Larger operators run owner acquisition and commercial relationships in Salesforce. Connect it and ProhostAI can read the pipeline and update records from the conversation where the work actually happened.

Prévia

Salesforce
Query the pipelineAsk about open opportunities, stalled deals or a particular account. "What is open with the relocation accounts this quarter?"

Veja Salesforce dentro do seu espaço de trabalho.

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Overview

Salesforce shows up once a property company is big enough to have a real commercial function — a portfolio team signing owners, corporate accounts, maybe a relocation partner or two. It is thorough, configurable and, for the people who have to update it, tedious.

That tedium is where data quality goes. Records get updated in a burst before a pipeline review and not much in between, which makes the reporting a description of the last review rather than the business.

Connecting Salesforce lets the update happen at the moment of the work. Log the call while it is fresh, advance the opportunity when the decision was made, check what is open without changing context. The org keeps its configuration; what changes is how much friction stands between doing the work and recording it.

What ProhostAI can do with Salesforce

Once Salesforce is connected, ProhostAI works with leads, contacts and opportunities in plain language.

Read

  • Query the pipeline Ask about open opportunities, stalled deals or a particular account. "What is open with the relocation accounts this quarter?"
  • Look up records Pull the history on a lead, contact or account without navigating the org.

Create & update

  • Log activity Record calls, meetings and notes against the right record straight away.
  • Create and advance opportunities Add new opportunities and move them through your existing stages.

Setup

Salesforce connects through OAuth against your org, so ProhostAI never sees your password.

  1. Open ProhostAI and go to Settings → Connections.
  2. Search for Salesforce and select Connect.
  3. Sign in to your Salesforce org and approve the permissions.
  4. Ask about your open opportunities to confirm the connection works.

Good to know

  • ProhostAI works within the connected user’s profile and sharing rules, so it sees exactly what that user sees.
  • Sandbox and production are separate orgs. Connect the one you actually work in.
  • Custom objects and fields vary enormously between orgs; be specific about what you want when your setup is heavily customised.
  • An administrator can revoke the connection from the connected-apps section of Salesforce setup.

FAQ

Does ProhostAI respect our Salesforce sharing rules?

Yes. It operates as the connected user, so profile permissions and sharing rules apply exactly as they would for that person.

Can it work with our custom objects?

It works with the standard sales objects most reliably. Heavily customised orgs benefit from being specific about which records you mean.

Can I connect a sandbox first?

Yes — sandbox and production are separate orgs, so you can connect a sandbox to try it before pointing at production.

Does this replace Salesforce reporting?

No. Salesforce keeps the reporting and remains the system of record; the connection removes friction from keeping it current.

How do I disconnect Salesforce?

Open Settings → Connections in ProhostAI and disconnect it, or have an administrator revoke it in Salesforce setup.

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