連接圖示

Notion AI Connector for Salesforce

Overview

Install Notion’s AI Connector to your Salesforce org. Search by accounts, leads, opportunities, and contracts without having to leave Notion.

How to use

Must be a Notion workspace owner on the Enterprise plan and a Salesforce Admin to connect.

In Notion, navigate to the Salesforce AI Connector by going to Settings → Notion AI → AI Connectors tab → Salesforce and follow the setup steps. You will be directed to Salesforce to grant access.

Members can log in by going to SettingsNotion AIAI Connectors tab → click the gear icon ⚙️ → Log in.

For detailed instructions, check out our Help Center.

After installation is complete, ask Notion AI about your pipeline, deal history, or get a quick summary on a contact.

在此提及的所有第三方商標(含標誌和圖示)皆為各自擁有者的財產。除非特別標明「使用 Notion 製作」,否則 Notion 不負責整合的支援和維護服務。整合所連接的第三方產品或服務將被視為「非 Notion 應用程式」(定義請見 Notion 的主要訂閱協議個人使用條款,如適用)。如啟用整合或使用 Notion 整合庫,即代表你同意 Notion 的整合庫條款.