Salesforce Integration Documentation
Setup guides, installation instructions, and security documentation
Setup guides, installation instructions, and security documentation
Revenue Growth Agent integrates with Salesforce through a native Lightning component, bringing AI-powered meeting preparation directly onto your Lead, Contact, and Account record pages. Reps get comprehensive research and strategic insights, with results synced back to Salesforce, without ever leaving the platform.
Connect RGA to Salesforce in 3 steps. Create an External Client App, paste your credentials into the secure self-serve form, and run your first meeting prep.
Complete installation and configuration guide for Salesforce administrators. Detailed steps for External Client App setup, JWT-Bearer credentials, permissions, and troubleshooting.
Security overview for IT teams and administrators. Covers authentication, data protection, compliance (GDPR, SOC 2), and audit controls.
Generate comprehensive meeting prep documents in seconds instead of hours. Your sales team can focus on selling, not researching.
Strategic insights, industry analysis, and tailored talking points help your team have more meaningful conversations with prospects.
A native Lightning component works directly inside Salesforce with no context switching. Updates custom fields automatically for full visibility across your team.