Salesforce
Ceven uses the Salesforce REST and Bulk API to read accounts, opportunities, and activities, runs continuous enrichment plus dedup plus field standardization with rep-confirmation prompts, and writes back agent-drafted artifacts (mutual action plans, security questionnaires, follow-up emails) through the standard surface.
What Ceven does with Salesforce
- REST + Bulk API read-write
- Continuous enrichment + dedup
- Stage-change artifact watch
- Rep-confirmed field updates
- Audit-grade event mirroring
Connecting Salesforce
Salesforce connects through a managed OAuth app. Open Settings, then Integrations in your Ceven dashboard, choose Salesforce, and authorize in one click. Ceven stores the grant, never your password, and you can revoke it any time.
Frequently asked questions
- How do I connect Salesforce to Ceven?
- Salesforce uses a managed OAuth connection. Open Settings, then Integrations in your Ceven dashboard, choose Salesforce, and authorize in one click. There are no API keys to copy.
- What can Ceven's agents do with Salesforce?
- With Salesforce connected, Ceven handles REST + Bulk API read-write, Continuous enrichment + dedup, Stage-change artifact watch, and more.
More CRM, Sales & CS integrations
Setting up Salesforce? Email support@ceven.io with your tenant ID, or security@ceven.io for security questions.