HeyBobKeep the CRM current from the work itself.
Connect Salesforce and Bob pulls the account into the conversation, checks it against your email and spreadsheets, and prepares the update for your OK. In the HeyBob app on Mac, Windows and Linux, or in Slack.
- Your own Salesforce login
- Asks before he updates a record
- A receipt on every job
What Bob can do in Salesforce.
He uses what the Salesforce connection offers, within the connected person’s own permissions, and tells you plainly when a job needs something it does not.
Read accounts and deals
Accounts, opportunities, stages and close dates the connected login can see.
Check it against the rest
Line Salesforce up with email, spreadsheets, files and project tools, and show what does not match.
Update records
He shows you every field he will change and waits for your OK.
Six things to hand him.
Say it the way you would to a new hire.
“Brief me on Contoso before tomorrow’s call. Include the opportunity stage, the latest Outlook thread, open Jira issues and risks.”
Salesforce has the deal. The other tools have what is really going on.
“List deals closing this month with no next step, stale activity, or an amount that does not match the forecast workbook.”
Check his list against a Salesforce report once before you schedule it.
“Based on this approved renewal decision, prepare the stage and close-date changes. Show me every field before updating.”
Nothing changes in the CRM until you say yes.
“Compare Salesforce renewals with the Excel tracker. Explain every mismatch and tell me which looks newer.”
Safer than syncing both ways blind. Decide which one owns each field.
“Every Monday, sum up stage movement, slipped close dates and deals with no next action. Only post what matters.”
Ask once. It arrives every Monday.
“Make a page of this quarter’s pipeline and deals gone quiet, refreshed every morning.”
Your signed-in team can open it any time. No one rebuilds the report.
Connected in a minute.
Tell Bob to connect Salesforce.
Tap the button he posts and sign in to your company’s Salesforce.
Read what Salesforce asks you to allow before you say yes.
Come back and ask again. The job picks up from there.
Each person connects their own Salesforce login, and Bob works with that person’s permissions. Don’t connect an admin login just to skip setting up the right access.
Start with a report someone already checks.
- Salesforce rules still apply. What the connected login can see, Bob can see. Nothing more.
- Custom setups need clear asks. Custom objects, required fields and automations change what an update needs. Name them.
- Updates wait for a yes. CRM changes touch forecasts and customers, so check the record and fields.
- Calls feed the CRM. HeyBob takes notes on any call with no bot joining. Tap Have Bob do it on an action item to prepare the update.
Common questions.
How does Bob connect to Salesforce?
Ask him to connect it, tap the button he posts and sign in to your Salesforce. No password goes into chat.
What can Bob do with Salesforce?
Read accounts and deals the connected login can see, check them against your other tools, and update records once you say yes, as far as the Salesforce connection allows.
Does Bob ask before updating Salesforce?
Yes. Creating or changing a record waits for your OK by default.
Can Bob get around Salesforce permissions?
No. Salesforce’s own permissions still decide everything the connection can reach.
Hand Bob the pipeline report you build by hand.
$100 of work, on us. Set up in 2 minutes.