Bring accounts, opportunities, and customer history into one connected view.

Salesforce keeps your accounts, opportunities, contacts, and custom objects at the center of your revenue process. Connect it to the graph and those records become part of the same customer context as support, billing, and product usage.

How it works

Authenticate your Salesforce workspace and choose the objects and fields to sync. Cortex resolves matching accounts and contacts across your connected sources, preserving relationships between people, opportunities, and parent accounts while updates continue to flow in real time.

Configure

Configure object scope, field mappings, and write-back permissions from the integrations panel. Bi-directional sync is opt-in, so your team controls which resolved signals can be sent back to Salesforce.