Customer feedback, connected to accounts and pipeline.
Modem syncs accounts, contacts, opportunities, and users from Salesforce, so the agent can query them for CRM context and run read-only queries on demand.
How Modem works with Salesforce
Bring Salesforce CRM context into Modem so the agent can look up accounts and pipeline alongside customer feedback.
CRM context the agent can query
Accounts, contacts, opportunities, and users sync into Modem, so the agent can look up accounts and deals when you ask about a feedback topic.
Read-only queries from the agent
Search records and run read-only Salesforce queries from a conversation, without opening Salesforce.
Context where work happens
Use customer and opportunity context in agent answers and tasks.
One pipeline for everything your customers say
Salesforce is one of the places Modem listens and acts. Everything lands in one prioritized view at app.modem.dev, grouped by what people are actually asking for and tied to the people and companies who raised it.
How to connect Salesforce
Connecting takes a few minutes. You need a Modem account and permission to authorize Salesforce for your team.
- 1
Create a Modem account
Sign up at app.modem.dev/auth/signup. Modem has a free plan, so you can connect your first tools without paying.
- 2
Connect Salesforce
In your Modem organization, go to Settings, then Integrations, then Salesforce, and authorize the connection.
- 3
Ask the agent
Mention Salesforce in a conversation with the Modem agent, in Slack or the dashboard, and it uses the connection to answer and act.
- 4
Build it into automations
Use Salesforce in event automations and recurring agent tasks, so routine work runs without anyone kicking it off.
Common questions about the Salesforce integration
What does Modem sync from Salesforce?
Accounts, contacts, opportunities, and users, as a read-only sync the agent can query. Modem does not link Salesforce accounts to the people and companies behind feedback.
Can the agent modify Salesforce records?
No. Salesforce access is read-only: the agent searches records and runs read-only queries.
How do I connect Salesforce?
In Modem, go to Settings, then Integrations, then Salesforce, and authorize your org. The setup docs at modem.ai/docs/integrations/salesforce cover the details.