Salesforce Integration Benefits
Connect Kolossus to Salesforce for AI-powered CRM intelligence:
- Instant answers about accounts and opportunities
- Automated data entry and updates
- AI-generated insights and recommendations
- Cross-system knowledge synthesis
Connection Setup
- Navigate to Integrations in Kolossus
- Select Salesforce connector
- Authenticate with Salesforce credentials
- Configure object and field permissions
- Set up sync schedules
Data Sync Options
- Real-time: Instant sync for critical objects
- Scheduled: Periodic sync for bulk data
- On-demand: Query Salesforce in real-time
Use Cases
- Account research and preparation
- Pipeline analysis and forecasting
- Activity logging automation
- Lead scoring and routing
Security
Kolossus respects Salesforce's security model, including sharing rules and field-level security.