Salesforce
Share selected Account, Contact and Opportunity records through @ in Seal.
Put this connection to work Set up Salesforce in the docs
Summarise these selected accounts and opportunities for our handoff.
I’ll use the captured standard fields and their source timestamps, and flag context that isn’t included in the records.
Selected CRM records
Account handoff
- Account and opportunity context
- Source references and timestamps
- Questions for the account owner
What’s connected.
Share selected Account, Contact and Opportunity records through @ in Seal. Optional copies contain standard fields and the source modification timestamp; custom fields, files and related-record contents are excluded.
Connection setup and permissions
An organisation admin connects the source, selects records and chooses the Seal groups that can read their captures. Sharing starts after review and a successful sync. Use @ in documents, comments and Neil. Disabling sharing blocks new reads; turning text copying off removes stored text; disconnecting deletes the copies. Original links use the reader’s source-system permissions.
Set up Salesforce
- Open Settings → Integrations → Set up Salesforce and paste your My Domain home URL.
- Sign in, choose Accounts, Contacts or Opportunities and select records by name.
- Choose Seal groups, review the fields being shared and enable the library. Your account needs API and field read access.
Before it goes live.
Access and write-back
Reading records and writing back are separate decisions. Define which records are in scope, whose permissions apply and which changes require approval.
Data and failure handling
Agree the field mapping, identifiers, units and source of record. Test missing or duplicate data, interrupted transfers and recovery before relying on the connection.
Verification and release
Review the configured connection for its intended use. Keep the requirements, checks and evidence with the change, and approve the release through your team’s controls.