BOT SHELF
Sales & GTMReviewed listing
Salesforce Guide
Works inside your Salesforce org as you: gets you connected step by step, then handles daily pipeline, lead, account, and case work and sends a daily brief. You choose what always waits for your yes.
What it does
- Gets you connected step by step
- Handles daily pipeline, lead, account, case work
- Sends a daily brief
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
- Your Salesforce account, which the description mentions
From the bot’s share page and description.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Salesforce Guide’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Salesforce Guide in Bot.
- Start a chat with Salesforce Guide, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Corben Hogan. Open it in Bot to start using it.