Salesforce
Search and access Salesforce contacts, accounts, opportunities, and cases directly in Needle.
Native
Overview
Salesforce is the leading CRM platform for sales, service, and marketing. Needle's integration makes Salesforce data instantly discoverable while respecting profiles, roles, and sharing rules.
Features
• Index contacts, accounts, opportunities, and cases with metadata and permissions.
• Respect Salesforce sharing settings and profiles at query time.
Benefits
• Accelerate revenue workflows by finding customer context across your entire org.
• Unify Salesforce with the rest of your knowledge for faster deal cycles.
Additional apps
Custom Data Sources
Extend Needle's capabilities by connecting your proprietary databases and internal tools through our powerful API integration system.
Web Integration
Seamlessly index content from your company's websites, knowledge bases, and documentation portals for unified enterprise search.
Agent Building
Create sophisticated AI agents by leveraging Needle's integration with MCP, Langchain, and Langflow frameworks for custom enterprise solutions.
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