Enable Salesforce queries in Genie

Genie integrates with Salesforce to pull real-time customer data directly into your sales workflows. As an administrator, you can manage which built-in queries Genie is authorized to run, ensuring sellers can access the Salesforce data they need while respecting your organization's security and permission settings.

See how it looks

Key features

• Enable Genie to look up contact details, opportunities, and files from Salesforce
• Choose which queries Genie can run when a seller asks about a Salesforce record
• Ensure Genie accesses only the Salesforce data your organization has authorized

Note: Genie capabilities depend on your organization’s AI Bundle tier. 
Professional tier includes chat, vision intelligence, conversation starters, and the company content agent. 
Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent. 
Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents.

You need this to succeed

The quick way

1. Navigate to Admin Settings, click Genie, then select Integrations
2. Select the CRM & Enrichment tab
3. Use the toggles to enable the Salesforce queries you want Genie to use
4. Create or edit an agent and enable the Salesforce tool on the Tools tab.

Do this step by step

Enable Queries

As an administrator, you can choose what data Genie can look up in Salesforce when an authorized user interacts with the chat interface in the Web App.

1. In the Admin App, click the gear icon to open Settings.
2. In the left menu, click Genie and select Integrations.
3. On the CRM & Enrichment tab, review the available Built-in queries for Salesforce.
4. Use the toggle switches next to the predefined queries to authorize the specific automated actions Genie can perform:

Note: Data synced from your CRM environment complies with your existing organizational data privacy settings and permissions profiles.

Create an agent

Once the Salesforce queries are enabled, create an agent to make it available to your users. The agent surfaces the Salesforce connection in Genie.

1. Select Agent Studio in the left menu.
2. On the Agents tab, click Create new.
3. Select Create custom agent.
4. Click Create.

5. Configure the agent:

   Tab	Description
   Details tab	Complete the following information: Name: Enter a descriptive name for the agent.  Description: Provide text to describe the agent. Agent instructions: Enter the agent's instructions.
   Tools tab	Enable Salesforce.
   Content tab	Optional. Configure the agent's Showpad content knowledge base. Sharing: Toggle on to allow the agent to use files and Pages that are set as unshareable. Note: Information from unshareable sources may appear in content shared with buyers. Boost: Prioritize specific content. Click the plus icon, then select a criterion (Tags, Location, or Recency) to rank matching files and Pages higher in the results. Select a Boost strength for each criterion. Start with Medium; use Negative to reduce relevance. Filter: Include or exclude content by property (Content type, Date, Tags). Use group operators (And, Or, Not) to build logic.

6. Click Publish.
7. Confirm the agent creation by clicking Publish.
8. Click Close to return to the Agents tab.

Manage agent permissions

By default, agents are available to all users. To restrict access to specific teams or individuals, you can configure their permissions.

1. On the Agents tab, locate your new agent, and click the three dot menu.
2. Select Manage permissions.
3. Click Set Permissions.
4. Click Add users.
5. From here, you can add:
   • Users: Use the search bar to find individual users, then click Add. The added user(s) will be displayed in the panel on the right.
   • Groups: Use the search bar to find user groups, then click Add. The added group(s) will be displayed in the panel on the right.
6. When you’ve finished your selection, click Add.

Note: To revert the agent to being available to all users, click Reset permissions and confirm by clicking Reset.