Ramp Agent Connectors
Connect all of Ramp's Agents to Salesforce
Overview
Ramp Connectors brings Salesforce into Ramp’s AI tools so teams can work with CRM information in natural language.
Company context, connected: Bring information from company tools and shared knowledge into everyday work.
Salesforce insights in plain language: Ask questions about CRM records and use the answers to inform research, analysis, and decisions.
Ramp Connectors brings Salesforce into Ramp’s AI tools so teams can work with CRM information in natural language. Connect your Salesforce account to find customer records, understand opportunity context, and carry out supported CRM tasks from your AI workspace. Use the connection to research contacts and accounts and review opportunities and activities. Access follows the permissions of the connected Salesforce account, and available actions depend on the tools enabled in your Ramp product. By bringing Salesforce context into the same workspace as your other connected business tools, Ramp Connectors helps reduce manual lookups and gives your agent information to assist with customer research, meeting preparation, and follow-up work.
Categories
- Personas
- AdministratorBusiness Operations ManagerBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Agentforce
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
- Supported Languages
- English