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Integrations

Salesforce

Make faster decisions by speaking to Salesforce

Sylus is an AI data analyst for Salesforce.

Connect Salesforce to Sylus and ask questions about your pipeline, forecast, and rep performance in plain English. No Salesforce report building.

Connect in under 20 minutes

Read-only access to only the data you choose

Free 30-day proof of concept

What you can do with Salesforce in Sylus

Sylus lets sales leaders and RevOps teams get answers from Salesforce without building reports. Ask "What is our pipeline by stage and owner this quarter?" or "Which deals over $50K haven't moved in 30 days?" and get an answer, chart, or dashboard. Custom objects and fields are supported.

How the Salesforce integration works

Sylus connects to Salesforce with OAuth and read-only access, then reads standard and custom objects such as opportunities, leads, accounts, and activities through the Salesforce REST and Bulk APIs. Sylus only sees what the connecting user can see, so your Salesforce sharing rules and field-level security still apply.

Questions you can ask about your Salesforce data

Pipeline

What is our open pipeline value by stage?
Which deals have been stuck in the same stage for more than 30 days?
Which opportunities are expected to close this month?
What is our win rate by lead source?

Sales performance

Which reps closed the most revenue this quarter?
What is our average deal size and sales cycle length?
How many calls and meetings did each rep log last week?
How did new bookings compare to last quarter?

Accounts

Who are our top 20 accounts by closed revenue?
Which accounts haven’t had any activity in the last 60 days?
Which industries bring in the most revenue?
Which customers bought once but haven’t bought again this year?

Leadership

Which marketing campaigns generated the most pipeline?
How is our win rate trending over the last four quarters?
Combine Salesforce with our accounting data to compare closed deals with invoiced revenue.
Give me a weekly summary of pipeline, wins and losses.

How to connect Salesforce to Sylus

You need a Salesforce user with API access (Enterprise, Unlimited, or Performance edition, or Professional edition with the API add-on).

In Sylus, add Salesforce as a data source and click Connect.
Sign in to Salesforce as the user Sylus should read as, and approve access.
Select the objects and fields to sync, for example Opportunities, Accounts, and Leads.

Tip: use a dedicated integration user with a read-only profile to control exactly what Sylus can see.

Salesforce

Frequently asked questions

Is the Salesforce integration read-only?

Yes. Sylus only reads data from Salesforce. It never creates, edits, or deletes anything in your account, and you choose exactly which data it can access.

How long does it take to connect Salesforce to Sylus?

Under 20 minutes. Connect Salesforce with read-only access, choose the data Sylus can see, then ask your first question in plain English.

Do I need SQL or a data team to analyze Salesforce data?

No. Ask questions about your Salesforce data in plain English and Sylus returns answers, charts, and dashboards. When Sylus runs SQL, it shows the query behind every result so your data team can check it.

Is my Salesforce data secure in Sylus?

Yes. Sylus is SOC 2 Type II and HIPAA compliant, and permission levels control which Salesforce data each person or team can see. Permissions are enforced on every query, not left to the AI.

Can I get scheduled reports and alerts from Salesforce?

Yes. Turn any question about your Salesforce data into a report that lands in your inbox or Slack daily, weekly, or monthly, and get an alert when a metric spikes or drops.

Can I combine Salesforce with my other tools in Sylus?

Yes. Connect as many sources as you need and put charts from Salesforce next to charts from your CRM, finance, and marketing tools on the same dashboard.