HeartBeatAgents

Salesforce

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Read and update leads, opportunities, and accounts directly from agent conversations.

What it does

Connects an agent to Salesforce. Agents can query leads and opportunities, update account records, log activities against a contact, and pull pipeline data into a conversation without a human switching tabs to look it up.

Setup

  1. Go to Settings → Integrations → Salesforce.
  2. Click Connect and complete the OAuth 2.0 + PKCE flow against your Salesforce org.
  3. Review requested object-level permissions (Leads, Opportunities, Accounts, Activities).
  4. Assign to the agent(s) that need CRM context. See the Sales Assistant template under Agents.

Scopes requested

Object-level read/write scoped to what you approve during setup. Credentials are encrypted at rest and rotate automatically; see Security for the underlying credential broker model.

Typical use

Sales agents that need live opportunity data before a call, or support agents that need account context before responding to a ticket.