Palfred + Salesforce.
Check deal status, log call notes, and get pipeline summaries for leadership, all without leaving Slack.
@Palfred what's the latest on the Acme Corp deal?
Last activity was a pricing call 2 days ago. No blockers noted.
Log a note that they want custom onboarding included
Done ā Added note to the Acme Corp opportunity record
@Palfred just had a call with Globex. They want to start a pilot next month, budget approved. Log this to their record.
Logged ā Updated the Globex opportunity:
Want me to notify @sales-leads?
Yes, post an update in #wins too š
@Palfred pull this month's pipeline summary
Strongest month this quarter. Want the breakdown by rep?
Send this to #leadership as-is š
Why connect Salesforce to Palfred?
Salesforce is the backbone of enterprise sales operations, but its depth can make quick lookups feel slow. When a sales rep needs to check a deal before a call or a VP wants a pipeline update during a meeting, opening Salesforce takes too many clicks. Palfred brings your CRM data into Slack so your revenue team can move faster.
With the Palfred Salesforce integration, sales reps can pull deal details, log call notes, and update opportunity stages directly from Slack. Before a meeting, ask Palfred for a summary of the account ā recent activity, deal stage, key contacts, and open tasks. After the call, dictate your notes in a Slack message and Palfred logs them to the right record. No tab switching, no copy-pasting, no forgotten follow-ups.
For sales leaders, Palfred provides instant pipeline visibility. Ask for a pipeline summary by stage, a list of deals closing this quarter, or the rep performance for any time period. The answers come in Slack where the whole leadership team can see them, which means fewer data pulls and fewer meetings spent reviewing dashboards. If your team runs on Salesforce, Palfred makes the data accessible to everyone who needs it.
What you can do.
One minute. That's it.
No onboarding calls. No configuration wizards. Just install and go.
Add to Slack
One click install. Palfred joins your workspace in under a minute.
Connect Salesforce
Authorize Salesforce in the Palfred settings. One click.
Just ask
Mention @Palfred in any channel and ask about your Salesforce data.
Works great with.
FAQ: Palfred + Salesforce
What Salesforce data can Palfred access?
Palfred can read opportunities, accounts, contacts, and activities. Write access lets it log notes and update records. You control which objects are accessible through connected app permissions.
Does Palfred work with Salesforce sandboxes?
Yes. You can connect both production and sandbox environments. This is useful for testing before rolling out to your sales team.
Can my whole sales team use it?
Yes. Any Slack user in your workspace can ask Palfred about Salesforce data. Palfred respects Salesforce record-level sharing rules, so users only see what they have access to.
Does Palfred replace the native Salesforce Slack app?
They serve different purposes. The native app pushes notifications. Palfred lets your team query data, log notes, and take action through natural conversation in Slack.
Pay for what you use.
No per-seat pricing. One workspace, one bill.
Free
5,000 credits (~100 conversations)
Includes:
- AI assistant that works right in your Slack threads
- References your team's context in channels it's added to
- Connects to the tools you already use (Jira, GitHub, and more)
- Automates recurring work like reports and check-ins
- Drafts updates, tickets, and docs on your behalf
Team
Most popularper Slack workspace
Everything in Free, plus:
- Monthly credits refresh automatically
- Higher capacity for heavier workflows + more scheduled automation
- Priority support
Enterprise
For organizations with specific needs
Everything in Team, plus:
- SSO & SAML
- Dedicated account manager
- Custom SLA
- Audit logs
Ready when your team is.
Install in minutes. Palfred takes it from there.