Brief a rep on an account before a meeting
IntegrationsCRM & salesSalesforce
Fig + Salesforce
Search accounts, opportunities, and contacts, and update Salesforce from where you work. Connect Salesforce once, then ask Fig in Slack, on desktop, or on mobile — it reads and searches your Salesforce data alongside everything else your company runs on, and takes action with your approval.
Connect with one clickCRM & salesIncluded — no per-connector fee
What Fig can do with Salesforce
Read and search
- Accounts, opportunities, contacts, and cases
- Activity history
Take action
- Create and update records
- Log activity
Consequential actions go through approval gates your team controls.
How teams use Fig with Salesforce
Update opportunity stages from a Slack thread
Answer pipeline questions in plain language
How it connects
Connect with one click
Sign in to Salesforce from Fig and approve access — one click, no keys to manage. Fig sees only what your Salesforce account can see; a team admin can connect once for everyone.
Governed like everything else in Fig
Access follows Salesforce's own permissions. Team connections are managed by admins, every connection is covered by SSO, SCIM provisioning, scoped roles, and the audit log, and admins decide which tools each team can use.
Frequently asked questions
How do I connect Salesforce to Fig?
Sign in to Salesforce from Fig and approve access — one click, no keys to manage. Fig sees only what your Salesforce account can see; a team admin can connect once for everyone.
What can Fig do with Salesforce?
Fig can read and search accounts, opportunities, contacts, and cases, activity history, and can create and update records, log activity. Anything consequential — sending, creating, changing records — goes through approval gates your team controls.
Who can see my Salesforce data through Fig?
Only what the connecting account can see. A personal connection is scoped to you; a team connection is shared under the permissions Salesforce itself grants. Fig's Enterprise Graph keeps access aligned with the source system.
Does the Salesforce integration cost extra?
No. Integrations are included in Fig. Pricing is usage-based from your team's shared credit pool — no per-seat or per-connector fees.
Connect Salesforce to Fig today.
Create a team, connect Salesforce, and ask your first question in Slack this afternoon — or walk through it with us.