Salesforce is the most widely used customer relationship platform in business. Once connected, you ask in the conversation thread, and Roona fetches what is needed, writes what you approve, and hands you the finished work.
Today, between Salesforce and the rest of your day, you are the one carrying things across: an address into a document, a figure into an email, a decision into a task. Each round trip takes two minutes and shows up nowhere. Connecting Salesforce removes the trip. Here are three ordinary moments, and what they become.
Roona reads the open opportunities, spots the ones that have not moved, and prepares the list of files to chase, with what to say to each.
Roona finds the opportunity, rereads the latest steps, and writes the reply. You do not open Salesforce to answer an email.
You dictate the report, Roona updates the opportunity and creates the contact you met. The customer system is current that same evening.
Four actions, no more and no less. Two for reading: read a record and query through a search. Two for writing: create a record and update a record. None of them can delete anything.
Roona announces what is about to be written before doing it, and never acts unprompted in Salesforce: every action starts from a request of yours, in a conversation, unless you have set up a routine yourself and fixed its time. You can remove access in one step from your account, and whatever you leave disconnected is never passed on.
Roona uses the standard objects. A field your company built from scratch may not be recognised.
No. Every write is announced before it happens. You see what is about to be created or changed, and you can stop it.
No. Roona queries Salesforce at the moment of the task, uses the answer, and files it nowhere outside your conversation. What travels is encrypted and hosted in Europe.
From your account, in one step, without telling us. Access is removed immediately.
No. Each person connects what they want, and what one person has connected does not become visible to the others. Sharing rules stay those of Salesforce.
Roona uses the official Salesforce interfaces. If your plan opens them, the connection works. If it does not, no tool can get around that limit, ours no more than any other.