# Ray and Salesforce

> Ask the pipeline a question, then log the call or move the opportunity without leaving the thread.

Source: https://heyray.io/integrations/salesforce

Ray is an AI teammate that works in your team chat, on Slack today. Connect Salesforce and it can do the Salesforce part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written. 27 reads run without asking. 18 actions wait for a human approval.

## What Ray reads in Salesforce

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Accounts, contacts, leads, and opportunities
- Notes, tasks, campaigns, and the reports and dashboards your team already built
- Custom objects and the fields on them

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- Add an account, contact, lead, or opportunity
- Update any of them, or complete a task
- Log a call or an email against a record
- Send an email from Salesforce
- Apply the lead assignment rules to a lead

## Things Ray is never handed

These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.

- Delete an account, contact, lead, opportunity, or note
- Create custom objects or fields
- Run bulk ingest or query jobs
- Mass-transfer record ownership

## Ask it like this

- "@Ray which opportunities are closing this month, and what did we last hear?"
- "@Ray log that call on the Acme opportunity and move it to negotiation."
- "@Ray create a lead for the person who just emailed us about pricing."
- "@Ray run the pipeline report and post the number in here every Monday."

## Connecting Salesforce

Every person on the team connects their own Salesforce account on Salesforce's own login screen, so Ray can only reach what that person can already reach, and the history in Salesforce shows who actually asked. Passwords never pass through Ray. Disconnecting Salesforce or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/salesforce
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md