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

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. If you cannot retrieve expected data, contact your administrator.