The Salesforce integration brings your CRM data into Generate. Ask questions about accounts, contacts, opportunities, and reports using natural language.
Salesforce connector

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What You Can Do

  • Query CRM data — Ask questions about accounts, contacts, leads, and opportunities
  • Access reports — Pull insights from your Salesforce reports and dashboards
  • Search records — Find specific records by name, status, or any field
  • Combine with documents — Cross-reference CRM data with your uploaded documents

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Connecting Salesforce

1

Open Connectors and select Salesforce

Selecting Salesforce connector
2

Sign in to Salesforce

You’ll be redirected to your Salesforce login page. Authenticate with your credentials.
Salesforce authentication
3

Grant permissions

Authorize Generate to access your Salesforce data. Your admin may need to pre-approve this integration.

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Example Questions

Once connected, you can ask things like:
  • “How many open opportunities do we have this quarter?”
  • “Show me the contact details for Acme Corp”
  • “What’s the pipeline value for the West region?”
  • “Summarize recent activity on the Johnson account”