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Last updated: 2026-10-22

Tenali for Salesforce

Tenali answers questions about your Salesforce pipeline in plain language, reading Salesforce live with each user's own login. It connects through standard OAuth with no managed package: a Salesforce admin approves the Tenali for Salesforce app once, then each person connects their own account.

What Tenali reads

Tenali queries Salesforce directly, so it is not confined to a fixed list of objects:

  • Reads across standard and custom objects the connected user's licence permits.
  • Opportunities by name, account or owner, with stage labels and the account name on each result. Record types work as pipelines.
  • Exact totals and counts of opportunities by stage, owner and forecast category, at any volume, in the org's corporate currency.
  • Opportunities past their close date, and opportunities with no activity since a date, including ones never touched, each with the next step and the last and next activity.
  • Contacts and Leads by email or phone number, so you can look up who is calling, and the contacts on an account.
  • Open support cases for a contact, an account or a case number.
  • Person Accounts, when the org uses them.
  • Answers link to the Salesforce records they cite.
  • Fields the user can't see are reported as unavailable, never shown as blank.
  • Nothing is synced or cached: every lookup goes to Salesforce at the moment you ask.
  • Available in web-app chat and in a Slack DM. Not in Slack channels, and not in the in-call overlay.

Updates are coming

Salesforce is read-only in Tenali today: Tenali doesn't update records, log meetings or tasks, or create accounts or opportunities. Ask for an update and Tenali says it isn't available yet, then offers to write the next step, the meeting note or the field values from the call for you to paste into the record yourself. On a meeting summary, the Push to Salesforce button opens the side panel, which says the same.

Setup and limits

  • A Salesforce admin approves the Tenali for Salesforce connected app once. Salesforce requires this for any connected app an org hasn't installed.
  • Each person then connects their own Salesforce login from the Integrations page. Tenali acts as that user, constrained by their sharing rules and field-level security.
  • One CRM at a time: Salesforce or HubSpot, never both. Tenali refuses a second CRM before the sign-in window opens.

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