11Add Donna to Slack
Invite her into your workspace and choose the channels she can join.
Getting started with Salesforce.
Connect Salesforce
Choose the Salesforce connection and permissions Donna can use.
Assign ongoing work
Give her ongoing work in Salesforce and the context she needs.
What can Donna do with Salesforce?
Prepare customer account briefs, surface open questions and draft follow-ups for review.
You’re on the list.
We’ll email you when access is ready.
Works with +3,500 tools.
Donna can carry work from Salesforce into Slack and the other tools you connect.
Explore apps
A few useful details.
What do I need to get started with Salesforce?
Add Artie to Slack, then connect Salesforce when a responsibility needs it. An admin manages company connections. Personal accounts stay under their owner’s control.
What can Donna access or change in Salesforce?
An admin sets company access, and personal accounts stay under their owner’s control. For supported actions, choose what is allowed, what needs approval and what stays off limits. Approving one action does not grant ongoing permission.
Can Donna use Salesforce with my other apps?
Yes, where the required connections and actions are supported. Give Donna the tools and information the responsibility needs. Donna can use that context across the work while respecting each source’s access and sharing permissions.
What does it cost to use Salesforce with Artie?
Artie’s work uses your workspace credits. Any Salesforce subscription, licence or seat required for the work is separate. You can review Artie’s plans on the pricing page.
What happens if Salesforce disconnects?
Work that depends on the connection pauses. Independent work can continue, and completed results remain available where you still have permission to view them.