Salesforce's app (Agentforce Sales) brings CRM context on deals, leads and activities into ChatGPT and lets reps enrich Salesforce with insights from the conversation.
Also available as
How to use
- 1Add it in ChatGPT
Open Salesforce in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Salesforce, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Salesforce, show me my top 10 leads”
- “Salesforce, show me activities for Astro Radio”
- “Salesforce, what did I last speak to Nova Eve about?”