Salesforce Integration Documentation
Setup guides, installation instructions, and security documentation
Setup guides, installation instructions, and security documentation
Revenue Growth Agent seamlessly integrates with Salesforce, bringing AI-powered meeting preparation directly into your Contact and Lead pages. Get comprehensive research and strategic insights delivered as Google Docs in seconds.
Get up and running in 3 simple steps. Create custom fields, install the Canvas app, and start generating meeting preps in under 45 minutes.
Complete installation and configuration guide for Salesforce administrators. Detailed steps for Connected App setup, custom fields, permissions, and troubleshooting.
Security overview for IT teams and administrators. Covers authentication, data protection, compliance (GDPR, SOC 2), and audit controls.
Generate comprehensive meeting prep documents in seconds instead of hours. Your sales team can focus on selling, not researching.
Strategic insights, industry analysis, and tailored talking points help your team have more meaningful conversations with prospects.
Works directly inside Salesforce with no context switching. Updates custom fields automatically for full visibility across your team.