Salesforce

CRM

Connect Salesforce to Korbia to bring CRM records, knowledge articles, and case data into your unified knowledge base. AI assistants can access customer context alongside your team's documents and files.

What flows into Korbia.

Records

Knowledge Articles

Cases

Accounts

How to connect.

Authorize Korbia with your Salesforce org

Select objects and fields to sync

Data is indexed and embedded

Query Salesforce data through Korbia

Connect Salesforce to Korbia.

Start syncing your Salesforce data into Korbia in minutes.

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