Salesforce With Locusive

Connect your team's Salesforce account to Locusive to pull data from all the data stored in your Salesforce account.

Security

We access the contents of your Salesforce account via Oauth, using your Salesforce user's privileges and permissions. When your team requests data from Salesforce, Locusive's assistant creates a Salesforce query and runs that query under the account of the user who connected their Salesforce account. We recommend using a Salesforce admin user that has access to your team's entire Salesforce system.

Benefits of using Locusive with Salesforce:

• Pull data from Salesforce using Locusive's chat assistant, without having to write any SOQL or spending cycles on engineering time
• Provide a reference guide to the system that teaches it about the custom fields you have stored in Salesforce
• Quickly search through the commercial data related to your contracts and pipeline