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Salesforce + Globster
Know which deals need attention.
Review opportunities and prepare a pipeline brief, using the account and information you authorize.
Create your first agentExample task
Review opportunities and prepare a pipeline brief.
- You provide
- The Salesforce pipeline, review period, and deal criteria
- The agent prepares
- A pipeline brief with stale opportunities, owners, and missing next steps
Try this brief
Tell the agent what the result should include.
Review this quarter’s open opportunities. Find missing next steps and stale activity. Prepare a pipeline review with deal owners and source records.
Connect
Authorize your account in Apps.
Scope
Choose the source material and describe the expected output.
Review
Check the result and any proposed changes.
Available actions depend on your account permissions and enabled capabilities.
Put Salesforce to work with your agent.
Start with a task, or talk to us about your company’s requirements.