Überblick
Salesforce runs sales pipelines, accounts and customer records for many enterprise teams. Connect Salesforce as a source and Slite can answer questions from your opportunities, contacts and accounts alongside everything else in your stack, using live, read-only queries, so account prep, exec reviews and customer questions use current CRM data.
So funktioniert's
Your Salesforce admin connects Salesforce once from Agent sources in Slite's settings. Slite doesn't copy your records. It looks them up, read-only, each time someone asks, and each person only sees what they can already see in Salesforce.
Need help setting up your Salesforce integration with Slite? Contact support.
🔒 We take privacy seriously. Slite is SOC 2 Type II certified, GDPR and HIPAA compliant, with all data encrypted in transit and at rest on EU-based infrastructure. Your data is never used to train, nor retained by, third-party LLMs. See our security page for more information.
