Salesforce
Connect your CRM data, customer records, and sales intelligence through Realm's Salesforce integration.
Salesforce is the world's leading customer relationship management (CRM) platform, helping businesses manage customer interactions, track opportunities, and drive revenue growth across the entire customer lifecycle.
Realm's native Salesforce connector seamlessly integrates your CRM data into a unified, searchable knowledge platform. By connecting your Salesforce workspace, Realm provides your sales, customer success, and support teams with instant access to account information, opportunity details, contact records, and interaction history.
Our integration respects all native Salesforce permissions, ensuring that users only see the accounts, opportunities, and data they are authorized to view. With real-time syncs and comprehensive metadata support, Realm keeps your customer intelligence up-to-date, empowering your teams to find critical account insights faster and make more informed decisions.
