+Your CRM updates itself
Coworker agents read call transcripts, pull deal context, update opportunity stages, and add meeting notes — all without a rep touching Salesforce.
Salesforce+CoworkerOpportunity
Acme Corp — Enterprise Q2
Stage
Proposal Sent✓
Amount
$84,000 ARR
Close Date
May 31, 2026
Next Steps
Send SOW Thursday✓
Last Activity
Today, 2:14 PM✓
Owner
Jake Merrill
Call ended · Acme Corp · 2:14 PM
Watch Coworker work inside Salesforce
Live in minutes
Connect via OAuth
Authorize with your Salesforce credentials. Works with Sales Cloud and Service Cloud.
Map your objects
Tell agents which objects to read and write: Opportunities, Contacts, Activities, custom objects.
Agents keep it clean
From day one, your CRM reflects reality without any manual data entry.
How to connect Salesforce to Coworker
Enterprise-grade from day one
Coworker is SOC 2 Type II certified, GDPR compliant, and CASA Tier 2 certified. Your Salesforce data is processed securely and never used to train AI models.
FAQ
Frequently asked questions
Coworker works with Professional, Enterprise, and Unlimited editions via the Salesforce REST API.
Yes. During setup you can map agents to any custom object and field in your org.
Yes. Updates happen within minutes of a triggering event like a call ending or an email being sent.
No. Coworker writes to Salesforce via the standard API, just like any rep would. It will trigger any existing validation rules or flows you have in place.
Yes. Agents can query Salesforce objects to surface account history, deal status, or contact info as part of any workflow or when asked directly.
Connect Salesforce in minutes
Book a demo and we'll show you agents working on your Salesforce data.