The Salesforce integration connects your Salesforce CRM data to Bigmind so teams can work with accounts, opportunities, ownership, activity history, and team structure in one place.
Use Salesforce with Bigmind to keep account and opportunity views aligned with your CRM, match CRM users to Bigmind users, and support team-based filtering, activity attribution, meeting follow-up, and AI agent context.
#What Salesforce supports
- Accounts: Browse and filter Salesforce accounts by owner, team, and imported fields.
- Opportunities: View Salesforce opportunities in deal workflows and keep deal context connected to CRM records.
- Teams: Use Salesforce user and hierarchy data to create Bigmind teams for ownership-aware views.
- Custom fields: Import selected Salesforce fields so Bigmind can display, filter, and reason over the right CRM data.
- Activity attribution: Attribute meetings, summaries, notes, and other activity to the right Salesforce records.
#Frameworks, cycle de vie et synchronisation
Seuls les champs Salesforce actifs importés dans Bigmind sont disponibles pour les conditions de Framework et les colonnes du pipeline. Bigmind utilise directement IsClosed et IsWon pour le cycle de vie du Deal.
Une synchronisation complète importe ou met à jour les enregistrements CRM sans lancer automatiquement l'IA pour chaque Account ou Opportunity. Les changements pertinents suivants peuvent marquer une actualisation.