# Salesforce

Salesforce is the leading CRM platform for managing customer relationships across sales, service, and marketing. Connecting Salesforce to Duvo lets your assignments query, create, and update CRM records — accounts, contacts, opportunities, and custom objects — so your workflows always operate on live customer data.

## Setup

Click **Enable** on the [Connections page](https://app.duvo.ai/integrations) and authorize with your Salesforce account.

## Capabilities

* **Record management** — Create, read, update, and delete records across standard and custom objects, including accounts, contacts, and opportunities.
* **SOQL queries** — Run Salesforce Object Query Language queries to retrieve and aggregate records matching specific criteria.
* **SOSL search** — Use Salesforce Object Search Language to search across multiple objects at once.
* **Schema exploration** — List all objects in your org and inspect their field metadata to understand your data model.
* **Custom object support** — Work with any SObject in your org, not just standard Salesforce objects.

## Key Benefits

* **Automated CRM hygiene** — Keep account, contact, and opportunity records current without manual data entry.
* **End-to-end sales workflows** — Bridge lead capture, opportunity tracking, and customer communication in a single automated process.
* **Custom object support** — Work with your unique Salesforce configuration, not just standard objects.
* **Full query power** — Use SOQL and SOSL to retrieve exactly the data your workflows need, including cross-object searches and aggregations.

## Works Well With

* **Gmail or Microsoft Outlook** — Send emails to Salesforce contacts and log the communication back to their CRM record automatically.
* **Slack or Microsoft Teams** — Post deal updates, new lead alerts, or stage-change notifications to sales channels.
* **Google Sheets or Microsoft Excel** — Export opportunity or account data into spreadsheets for pipeline analysis and forecasting.