Salesforce

A comprehensive cloud CRM solution that unifies customer data, automates workflows, and delivers personalized experiences across sales, service, and marketing channels.

What Adopt agents can do with Salesforce

• Read opportunities, contracts, and closed-won revenue
• Reconcile bookings to billed revenue
• Pull pipeline data for forecasting
• Track customer records against AR balances

Why finance teams connect Salesforce

Adopt agents read from and write to Salesforce over a governed connection, so close, reconciliation, and reporting work runs across Salesforce and the rest of your finance stack without manual exports or swivel-chair data entry.