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.
Features
Realm's Salesforce integration delivers powerful CRM intelligence capabilities that transform how your revenue teams leverage customer data.
| Feature |
What it does? |
| Complete Object Indexing |
Automatically sync and index Salesforce objects including Accounts, Contacts, Opportunities, Cases, and custom objects, making them fully searchable within Realm alongside your other knowledge sources. |
| Native Permission Sync |
Realm strictly mirrors your existing Salesforce permissions and profiles. Users can only access records they already have permission to view, maintaining data security and compliance. |
| Cross-Platform Intelligence |
Link Salesforce records with data from other connected systems to Realm, providing complete customer context across your entire tech stack. |
| Advanced Field Filtering |
Filter and search records based on any Salesforce field including custom fields, dates, amounts, stages, and owner to quickly find relevant customer information. |
| Real-Time Sync |
Your Salesforce data is synced in real-time to keep customer intelligence fresh. Realm uses incremental syncs to efficiently capture new records and updates. |
| Custom Object Support |
Full support for custom Salesforce objects and fields, ensuring all your unique business data is accessible through Realm’s AI agents. |
Benefits
By connecting Salesforce to Realm, your revenue organization gains powerful advantages that revolutionize how teams access and leverage customer intelligence.
| Benefit |
Why it matters? |
| Accelerate Customer Response |
Instantly surface relevant account history, opportunity details, and customer interactions to answer questions faster and with complete context. |
| Streamline RFP Responses |
Quickly find relevant customer examples, case studies, and success stories from your Salesforce data to support proposal responses, reducing response time by 60–70% while improving accuracy. |
| Empower Revenue Teams |
Give your sales and customer success teams instant access to complete customer context without switching between systems or running complex SOQL queries. |
| Enhance Deal Intelligence |
Gain deeper insights into opportunity patterns, competitive intelligence, and winning strategies by searching across all your closed-won and closed-lost opportunities. |
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