Connect Salesforce to ZenSearch
Search across accounts, contacts, opportunities, and cases in Salesforce. Give your team instant, AI-powered answers from your CRM data.
What ZenSearch indexes from Salesforce
Accounts, Contacts & Opportunities
Core CRM objects are indexed with all standard and custom fields. Search by company name, contact details, deal stage, or any custom field value.
Cases & Support History
Support cases are searchable with status, priority, account, contact, owner, and description fields. Find previous resolutions and customer communication history.
SOQL Query Filtering
Use SOQL queries to control which records are indexed. Filter by record type, date range, owner, or any Salesforce field to scope your search index.
Bulk API Support
Uses the Salesforce Bulk API for large-scale data extraction. Efficiently index millions of records without hitting API rate limits.
Sharing Permission Sync
Salesforce sharing rules, profiles, and permission sets are synchronized. Users only see records they have access to in Salesforce.
OAuth & Password Auth
Authenticate with OAuth 2.0 for interactive login or username-password flow for automated setups. Supports Salesforce sandbox environments.
Up and running in three steps
Authenticate your account and select the resources to index. ZenSearch handles OAuth, API keys, and enterprise SSO.
ZenSearch parses, chunks, and vectorizes your content. Incremental sync keeps everything up to date automatically.
Your team searches across all connected sources with AI-powered semantic search, chat, and agents.
Questions your team can finally answer
Once Salesforce is connected, your team can ask natural-language questions and get cited answers instantly.
“What is the renewal date and contract value for Acme Corp?”
Finds the Acme Corp account and its active opportunities, returning contract value, renewal date, and the assigned account executive.
“How did we resolve the SSO configuration issue for enterprise clients?”
Searches closed cases to find SSO resolution steps, synthesized from multiple support interactions.
“Which deals in the pipeline are expected to close this quarter?”
Aggregates open opportunities with close dates in the current quarter, grouped by stage, and returns the total pipeline value.
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