> ## 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.

# Salesforce

Salesforce is the leading CRM platform for managing customer relationships across sales, service, and marketing. Connecting Salesforce to Duvo lets your agents 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

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  <Card title="Gmail" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/gmail.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=ad4e229283f3fe2f26c0f96a49f28e13" href="/user-guide/connections/available-connections/gmail" width="88" height="66" data-path="images/connections/gmail.svg">
    Send emails to Salesforce contacts and log the communication back to their CRM record automatically.
  </Card>

  <Card title="Microsoft Outlook" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/outlook.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=e29aeb65c8cffce1cd3c83b81289b71f" href="/user-guide/connections/available-connections/microsoft-outlook" width="1831" height="1703" data-path="images/connections/outlook.svg">
    Send emails to Salesforce contacts and log the communication back to their CRM record automatically.
  </Card>

  <Card title="Slack" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/slack.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=8a64bdd1af39e903923e4a273b4a4618" href="/user-guide/connections/available-connections/slack" width="512" height="512" data-path="images/connections/slack.svg">
    Post deal updates, new lead alerts, or stage-change notifications to sales channels.
  </Card>

  <Card title="Microsoft Teams" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/teams.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=6402a90678b560d0b0a4fc3b02c0d3e0" href="/user-guide/connections/available-connections/microsoft-teams" width="2229" height="2073" data-path="images/connections/teams.svg">
    Post deal updates, new lead alerts, or stage-change notifications to sales channels.
  </Card>

  <Card title="Google Sheets" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/google-sheets.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=0ef8d55e05c34e7a4a618933bdf0ceb3" href="/user-guide/connections/available-connections/google-sheets" width="24" height="24" data-path="images/connections/google-sheets.svg">
    Export opportunity or account data into spreadsheets for pipeline analysis and forecasting.
  </Card>

  <Card title="Microsoft Excel" icon="https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/excel.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=986599d60d09acee47293fda2b62df99" href="/user-guide/connections/available-connections/microsoft-excel" width="2290" height="2130" data-path="images/connections/excel.svg">
    Export opportunity or account data into spreadsheets for pipeline analysis and forecasting.
  </Card>
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