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.Documentation Index
Fetch the complete documentation index at: https://docs.duvo.ai/llms.txt
Use this file to discover all available pages before exploring further.
Setup
Click Enable on the Connections page 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.