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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
- You ask a question in plain language (like "Give me an account summary of xx" or "What's the pipeline for this quarter?").
- The agent translates your question into a Salesforce query (SOQL).
- It fetches the relevant data from your Salesforce.
- 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:
- Every hour, it updates its understanding of your Salesforce structure (what Objects and fields are available).
- When you ask questions, it gets real-time data directly from your Salesforce.
- You don't need to sync or import data manually - the connection only fetches what's needed when you ask for it.
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