Access Salesforce data in Genie

Once your administrator has enabled Salesforce queries in Genie, you can ask Genie to look up contact details, opportunities, and files directly from your Salesforce account without leaving Showpad.

See how it looks

Key features

• Look up Salesforce contacts, opportunities, and files in a conversational interface
• Get relevant customer context without switching between Showpad and Salesforce
• Ask follow-up questions to refine or dig deeper into the results
• Connect to any Salesforce org, and sign out or switch accounts when you need to

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. Open Genie in the lower-right corner of Showpad
2. Ask a question that references a Salesforce contact, account, or opportunity
3. Sign in to Salesforce when prompted

Do this step by step

1. Click the Genie button in the lower-right corner to expand the chat interface.
2. Select an agent that has the Salesforce tool enabled.
3. Ask a question that requires Salesforce data.
4. The first time you ask a Salesforce-related question, you may be prompted to sign in to Salesforce. Follow the on-screen prompts to connect your account.
5. Genie retrieves the data and returns the results in the chat. Ask follow-up questions to refine or expand the results.

Note: Genie can only access the Salesforce data your administrator has enabled, and only what your connected Salesforce account has permission to see. If you can't retrieve the data you expect, sign out and reconnect to make sure you're using the right account. If the problem continues, contact your administrator.

Sign out of Salesforce in Genie

Sign out of Genie's Salesforce connection when you want to disconnect or use a different account.

1. Click the Genie button in the lower-right corner to expand the chat interface.
2. Select the + button in the chat.
3. Select Tool integrations. This screen shows the tools you're connected to and the agents that use them. It doesn't show which account you're signed in with.
4. Hover over the Salesforce integration to disconnect.
5. When the button is displayed, click Sign out.

Signing out ends only your own Salesforce authentication in Genie. Other users and your other connected tools aren't affected. Because every agent who uses Salesforce shares the connection, signing out applies to all of those agents.

Note: Sign out from Genie as described above. Don't revoke Genie's access from inside Salesforce, as this can cause issues. Signing out of Genie doesn't affect the Salesforce CRM integration in your Showpad personal CRM settings, and disconnecting that integration doesn't sign you out of Genie.

Switch to a different Salesforce account or org

1. Sign out of Salesforce in Genie using the steps above.
2. Ask a question that requires Salesforce data, or use an agent that has the Salesforce tool enabled. Genie prompts you to sign in again.
3. Sign in with the credentials for the account or org you want to use.

Note: If your browser is already signed in to Salesforce, Salesforce may reuse that session. To make sure you sign in to the right org, sign out of Salesforce in your browser first, or use a private browser window.