Łącznik

Teamwork Graph Connector for Salesforce

Connect Salesforce to the Teamwork Graph to unlock customer context for your teams and agents.

Opis

Rovo connects to Salesforce so teams can bring CRM data and customer context directly into Rovo Search, Chat, and Agents. Once connected, Salesforce accounts, opportunities, contacts, campaigns, and cases enrich the Teamwork Graph alongside all your Atlassian apps, helping teams find relevant information, understand customer context, and take action faster.

The Teamwork Graph Connector respects existing Salesforce permissions, ensuring users only see data they are authorized to view. Admins can choose which supported objects and standard or custom fields are ingested, while Teamwork Graph syncs with Salesforce to keep updates and deletions in sync.

Zindeksowane obiekty

Accounts
Opportunities
Contacts
Cases
Campaigns

Ways to use the Teamwork Graph Connector for Salesforce

Find, understand, and act on customer context without switching tools.

Search across Salesforce objects and company knowledge

Search and chat across Salesforce accounts, opportunities, contacts, and cases alongside your Atlassian knowledge, giving teams a complete place to begin.

Example prompt: “Which Atlassian customer accounts have open opportunities but unresolved support cases that could put the deal at risk?”