A brief built from your pipeline
Start the day knowing which opportunities moved, which stalled, and what is on your calendar, pulled from your own Salesforce records.
Go Fig + Salesforce
Go Fig reads your Salesforce accounts, opportunities, and activity, builds your brief, and logs tasks, notes, and updates back after your OK.
Key facts
What you can do with Salesforce in Go Fig
Salesforce holds your pipeline, and keeping it current eats hours every week. Go Fig reads your accounts, contacts, leads, opportunities, tasks, and meetings, and your brief is built from those standard objects. After a call, it drafts the note, the follow-up, and the opportunity update, and none of it is written to Salesforce until you approve it in your Feed. Cases, campaigns, and products come through as well, and if your team tracks renewals or projects in custom objects, Go Fig can add them on request.
Call notes that make it into the CRM
After a meeting, Go Fig drafts the note and the opportunity update from what was discussed. Approve it and Salesforce is current.
Follow-ups and tasks that don't slip
Go Fig spots the opportunity that has gone quiet, drafts the next step, and logs the task against the right account once you give your OK.
Support cases beside every account
Go Fig reads Salesforce cases along with accounts and opportunity products. A dashboard or a question to Celeste can show which customers have open support cases and what they bought, so your service team and your owner see the same picture.
What Go Fig reads from Salesforce
How to connect Salesforce
Sign in with Salesforce
Sign in with your Salesforce account (OAuth) and approve Go Fig's connected app. There is no API key to create or copy.
Go Fig brings in your records
Go Fig reads Account, Contact, Lead, Opportunity, User, Opportunity products, Task, Event, Opportunity history, Opportunity contact roles, Campaign, Campaign members, Case, Product, and Price book entries. It brings in past records on the first connection, then keeps them current.
Ask for your custom objects
If your team tracks renewals, projects, or statements of work in custom objects (objects your admin built, usually ending in __c), tell your solutions engineer which ones matter and they get added.
Decide what needs your OK
Go Fig can create, complete, and update tasks, add notes and meetings, and add or update contacts, leads, accounts, and opportunities. Each one waits for your OK in your Feed unless your team chooses to let that action run on its own.
Questions about Go Fig + Salesforce
Will Go Fig change my Salesforce records without asking?
No. Anything Go Fig writes to Salesforce waits for your OK in your Feed first. Your team can choose to let a specific action, like logging a task, run on its own once you trust it.
What can Go Fig write back into Salesforce?
It can create, complete, and update tasks, add notes and meetings, and add or update contacts, leads, accounts, and opportunities.
Does it work with our custom objects?
Yes, on request. The standard objects come through when you connect, and your solutions engineer adds the custom objects your team relies on.
Can Celeste answer questions about our pipeline?
Yes. Celeste, Go Fig's AI analyst, works from the same Salesforce data as your brief, so you can ask which opportunities have gone quiet or what changed on an account since your last call.
Where does our Salesforce data live, and how often does it update?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data. It updates once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Ready to connect Salesforce?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.