About Salesforce

Salesforce is a leading CRM platform used by global teams to manage accounts, contacts, opportunities, activities and customer interactions. It powers core sales and service processes and acts as the system of record for many companies.

Connecting Salesforce to Qontext

By connecting Salesforce to Qontext, you allow your AI to access live context from accounts, opportunities, contacts, notes and activities – all through one unified layer. No manual syncing, no duplicated pipelines and no rebuilding context for every AI tool. Your Salesforce data stays structured, fresh and instantly reusable.

Semantic Search from Salesforce

With the Qontext Retrieval API, you can semantically search across Salesforce Accounts, Opportunities, Contacts, Leads, Notes and Activities via a single API.
There is no need to maintain your own vector database or manage embeddings. Qontext handles ingestion, syncing and relevance ranking automatically.

Use Cases

• Sales briefings

• CRM enrichment

• Pipeline review automations

• Account-level research for agents and chatbots

Applications

• Search Salesforce data inside Claude

• Connect Salesforce to n8n or Make workflows

• Generate personalized outbound messages with Salesforce context

• Feed live account insights into AI agents and chat assistants

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