Salesforce CRM
OAuthIntegration Overview
Query and manage Salesforce CRM data — Accounts, Contacts, Leads, Opportunities, Cases, Tasks, and custom objects. Run SOQL queries, inspect schemas, and sync records.
Connecting Salesforce CRM with Dossier gives your AI coworker live access to records, tickets, data points, and workflows without requiring reps to leave Slack or toggle between browser tabs.
Context Enrichment
Dossier pulls relevant Salesforce CRM attributes directly into pre-call briefings and account summaries.
Automated Actions
Draft updates, sync notes, and trigger updates in Salesforce CRM directly via approved Slack prompts.
Your credentials stay in our encrypted vault. We never train AI models on your Salesforce CRM records.
How to connect Salesforce CRM in 60 seconds
No engineering, IT tickets, or complex webhook configurations required.
Add Dossier to Slack
Invite the Dossier bot to your Slack channels where your GTM or sales team collaborates.
Authorize OAuth
Connect your Salesforce CRM account securely via scoped permissions. Revocable anytime.
Run Autonomous Agents
Type @Dossier in Slack or set up recurring triggers to start leveraging live context.
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