---
title: "Salesforce tool: CRM context in every conversation | The Double"
description: "Connect Salesforce so your Double uses customer and deal context and carries out the CRM actions you approve."
url: https://thedouble.ai/platform/salesforce
---

1.  [Home](https://thedouble.ai/)
2.  [Tools](https://thedouble.ai/platform/tools)
3.  Salesforce

Tool · Salesforce

# Every conversation, with the account in mind.

Connect Salesforce and your Double brings customer and deal context into its answers, and carries out the CRM actions you approve.

[Build your Double](https://thedouble.ai/auth/signup)[See all tools](https://thedouble.ai/platform/tools)

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Your channels Your tools

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## How it works _in a conversation._

One example conversation.

**Tools**Connect an app, then set its permissions.

**Salesforce**Connect Salesforce and manage its approved actions.201 actions · CRM_Connected_

-   Customer, account and deal context
-   Only the actions you approve
-   Sensitive actions wait for your OK

For every action you choose who can trigger it (nobody, only you, or you and visitors) and whether it asks first. Destructive actions stay locked.

**Maya’s Double**Online

_You_

What’s the latest with Northside before my call?

Looked up in Salesforce · Account and opportunity

_Your Double_

Northside is in Proposal, 40 seats, renewal in March. Their last request was a second-site rollout.

## What your Double does _with Salesforce._

### Customer context

Your Double checks the account before it replies.

### Meeting briefings

Your Double sums up an account before your call.

### Deal status

Your Double tells you where a deal stands.

### Spotting customers

Your Double recognises existing customers from their record.

### New leads

Your Double creates a lead from a good conversation, if you approve it.

### Call notes

Your Double updates the record after a call, if you approve it.

## You stay in control.

Audience

### Who can trigger it

Nobody, only you, or you and visitors.

Ask first

### Ask first or run

Run on its own or wait for your OK.

Actions

### Destructive actions locked

Deleting and overwriting stay off.

Accounts

### Up to five accounts

Pick one as the default.

## Get started in _three steps._

1.  STEP 1
    
    ### Connect Salesforce
    
    Connect it once in Tools.
    
2.  STEP 2
    
    ### Set who can trigger it
    
    Nobody, only you, or you and visitors.
    
3.  STEP 3
    
    ### Ask first or run
    
    Choose per action.
    
4.  STEP 4
    
    ### Let your Double use it
    
    It uses Salesforce when it helps.
    

[Build your Double](https://thedouble.ai/auth/signup)[See all tools](https://thedouble.ai/platform/tools)

## You might have some questions

**What can my Double do in Salesforce?**

Use the Salesforce actions you approve. You review them in Tools and switch each one on or off.

**Can it change records?**

Only through actions you approve. You can keep it to reading, and sensitive actions wait for you.

**Who can trigger actions?**

You choose per action whether your Double may use it for you, for a visitor, or not at all.

**Is my data used to train AI models?**

No. Your data and conversations are never used to train AI models.

## Bring your CRM into every conversation.

Build your Double, then connect Salesforce in Tools.

[Build your Double](https://thedouble.ai/auth/signup)