Bring Salesforce context into Vera’s sales work.
Connect account, contact, opportunity, and activity context with an agent that can investigate what happened and prepare the next piece of work.
Sales work with Salesforce
An enterprise opportunity needs more context than a last-activity date. Use the opportunity history and your sales approach together, while preserving the record access and action permissions you grant.
- Accounts
- Contacts
- Opportunities
- Activity
Opportunity review
Read opportunity → Review activity → Identify gaps → Brief owner
Account preparation
Read account → Research stakeholders → Build meeting brief
Follow-up preparation
Review conversation context → Apply sales approach → Draft next step
Set the access around the work
Connect the account, review the available actions, and choose approval boundaries. Workflow examples illustrate what to configure; they do not promise a native webhook for every event. Scheduled reviews can be used where supported.
Plan your setup
Salesforce access is included with Scale and Enterprise.