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This Connection is currently in alpha mode, available upon request. As alpha users we need your help to make it as powerful as possible, please share feedback!

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General

How It Works

  1. You ask a question in plain language (like "Give me an account summary of xx" or "What's the pipeline for this quarter?").
  2. The agent translates your question into a Salesforce query (SOQL).
  3. It fetches the relevant data from your Salesforce.
  4. You get back a clear answer based on your current Salesforce data.

No need to write complex queries - the connection handles the technical parts for you!

Data Synchronization

The connection maintains a smart link with your Salesforce - without needing to import Salesforce data in Dust:

This ensures you always get current information while keeping the system efficient and responsive - doing as few requests as possible on your Salesforce (which limits API calls).

Salesforce API Limits