What It Reads
What ZenSearch indexes from Salesforce.
Accounts, Contacts & Opportunities
Core CRM objects are indexed with all standard and custom fields. Search by company name, contact details, deal stage, or any custom field value.
Cases & Support History
Support cases are searchable with status, priority, account, contact, owner, and description fields. Find previous resolutions and customer communication history.
SOQL Query Filtering
Use SOQL queries to control which records are indexed. Filter by record type, date range, owner, or any Salesforce field to scope your search index.
Bulk API Support
Uses the Salesforce Bulk API for large-scale data extraction. Efficiently index millions of records without hitting API rate limits.
Sharing Permission Sync
Salesforce sharing rules, profiles, and permission sets are synchronized. Users only see records they have access to in Salesforce.
OAuth & Password Auth
Authenticate with OAuth 2.0 for interactive login or username-password flow for automated setups. Supports Salesforce sandbox environments.
What the coworker can do in Salesforce.
Beyond search, it can take action in Salesforce. Every write is risk-tiered and gated behind human approval, and connected credentials are required.
Create records
Create records on any Salesforce object the connected user can write — leads, opportunities, cases, and custom objects.
Update records
Update existing records by id, so an agent can advance a deal stage or log an outcome after researching the account.
Setup
Up and running in three steps.
01
Connect
Authenticate your account and select the resources to index. ZenSearch handles OAuth, API keys, and enterprise SSO.
02
Index
ZenSearch parses, chunks, and vectorizes your content. Incremental sync keeps everything up to date automatically.
03
Delegate
Your coworker searches, answers, and acts across this source — with permission-aware results and governed actions.
In Practice
Questions your team can finally ask.
Once Salesforce is connected, your team asks in natural language and gets cited answers — and governed action — instantly.
"What is the renewal date and contract value for Acme Corp?"
Finds the Acme Corp account and its active opportunities, returning contract value, renewal date, and the assigned account executive.
"How did we resolve the SSO configuration issue for enterprise clients?"
Searches closed cases to find SSO resolution steps, synthesized from multiple support interactions.
"Which deals in the pipeline are expected to close this quarter?"
Aggregates open opportunities with close dates in the current quarter, grouped by stage, and returns the total pipeline value.
Related Integrations
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