Salesforce + Memtro

What you can do with Salesforce in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Salesforce tool, reads what it needs, and answers with the source cited.

• Full-text search across accounts, contacts, leads, opportunities and cases
• Record detail with contacts, open opportunities, cases and case comments
• Read-only SOQL queries with row caps, including custom objects and fields
• Object and field discovery so the model writes correct SOQL
• Hourly sync of recently modified records into the company graph

Ask it like this

Questions people ask once Salesforce is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›Which opportunities over $50k close this quarter and who owns them?
• ›Show me every open case for Acme Corp with the latest comments
• ›Who are the contacts at Globex and when did we last touch them?
• ›Run a SOQL query: average Amount by StageName for deals created this year

Where it fits

Teams that get the most from Salesforce in Memtro, with the rest of their stack attached.

• SalesWalk into every call briefedAccount history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• SupportAnswer tickets with the whole company behind youSupport teams spend their day switching tabs: the ticket in Help Scout, the customer in the CRM, the order in the warehouse, the invoice in Xero. Memtro reads the ticket and does the switching for them.

Questions

Can Memtro change anything in Salesforce?

No. The Salesforce connector is read-only: every tool reads, searches or lists. Nothing is created, sent, updated or deleted, and the credentials you give it should be read-only too.

Who can use a Salesforce connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Salesforce data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Salesforce records into memory as entities.

How do I connect Salesforce?

OAuth or access token. Click Connect Salesforce and sign in to your org (production or Developer Edition).