Salesforce

Customer relationship and sales management platform.

Official source ↗ · Source checked 2026-10-25

Check official pricing and availability. Model versions must be checked in each case.

Models, versions and aliases in cases

These labels share this page. Original identifiers are preserved; versions may differ in capability or availability.

Salesforce · 3salesforce · 2

Find a workflow with this tool →

Tasks covered in this library

5 tag-associated cases; tool roles have not all been reviewed. This is not the product’s full capability range.

Sales, Marketing & Support · 5

Latest case update：2026-11-01

Workflows, prerequisites & evidence

Sales, Marketing & Support

GTM Loop Closer: follow-through until the loop closes

Follows through on GTM actions after leads and meetings until the loop closes (per marketplace page).

Read the case’s method and prerequisites

Import / Add to Grok from the official marketplace page, then chat. Author feature claims are from the page, not a site verification. Software integrations listed on the page are mapped into tools[] per t652u (Salesforce, Gmail, Google Calendar, Slack, Granola, Notion, Google Sheets); you still authorize connectors inside Grok Bot. Full rules are not public; we have not tested this ourselves.

Grok Bot; page public_integrations.names mapped into tools[]: Salesforce, Gmail, Google Calendar, Slack, Granola, Notion, Google Sheets

Associated by case tags. Verify costs, permissions and actual results in the case.

Sales, Marketing & Support

Outbound Prospecting: match ICP and draft first messages

Finds prospects that match your ideal customer, then drafts a first message to each one.

Read the case’s method and prerequisites

Import / Add to Grok from the official marketplace page, then chat. Author feature claims are from the page, not a site verification. Software integrations listed on the page are mapped into tools[] per t652u (Slack, Notion, Linear, Gmail, Google Sheets, X, Salesforce); you still authorize connectors inside Grok Bot. Full rules are not public; we have not tested this ourselves.

Grok Bot; page public_integrations.names mapped into tools[]: Slack, Notion, Linear, Gmail, Google Sheets, X, Salesforce

Associated by case tags. Verify costs, permissions and actual results in the case.

Sales, Marketing & Support

Stalk Bot: competitor pulses without contacting them

Research-email signups, onboarding video walks, and watches on site/pricing/changelog/jobs/X—pulses vs your positioning; never posts or contacts anyone.

Read the case’s method and prerequisites

Import the bot from the official Grok Bot marketplace page, then chat. Author feature claims are from the marketplace page, not a site verification. The page lists integrations: AgentMail, X, Gmail, Slack, Salesforce, Google Sheets. The official page states it never posts or contacts anyone. Full prompts are not public; we have not tested this ourselves.

Grok Bot; page shows integrations: AgentMail, X, Gmail, Slack, Salesforce, Google Sheets

Associated by case tags. Verify costs, permissions and actual results in the case.

Sales, Marketing & Support

CRM From Your Phone: From Messy Voice Notes to Structured Fields

Input: Post-meeting voice memos or dictated messages → Process: Transcribe, denoise, match record, map fields with source quotes → Output: Field proposals with verbatim citations, written to CRM only after confirmation

Read the case’s method and prerequisites

Prerequisites: a grok-bot thread that can receive voice messages, plus query access to Salesforce records. Slack is an optional notification channel. Input format is voice memos or raw dictated text. Cost conditions unknown. Boundary constraints: no inference for unmentioned field values; no rounding numbers; ambiguous records must be asked, not guessed; a single ambiguous field does not block the rest; human confirmation required before write.

salesforce · slack

Associated by case tags. Verify costs, permissions and actual results in the case.

Sales, Marketing & Support

Forecast Notes Updater: Pipeline Hygiene Bot for Deal Reviews

Read open deals for this quarter and next → match against calls, emails, and internal messages → flag slipping/silent/blind patterns and draft owner-reviewed notes

Read the case’s method and prerequisites

Prerequisites: Salesforce read access (opportunity fields, close-date history), Gong/Granola call and meeting-note access, Gmail read access (filtered by account domain), and Slack internal channel read permissions. Runtime is grok-bot. Recommended schedule: weekday evenings and two hours before weekly pipeline review. Source does not specify API versions or connector configuration; verify OAuth scopes for each system before production use.

salesforce · granola · gong · slack · gmail

Associated by case tags. Verify costs, permissions and actual results in the case.