- Integrations
- Salesforce
CRM
Nordvec + Salesforce
Search your Salesforce CRM data, from accounts and opportunities to case histories and knowledge articles.
How Nordvec searches Salesforce
Object-level search
Indexes Salesforce standard and custom objects. Search across accounts, contacts, opportunities, and cases in one query.
Field-level security
Respects Salesforce profile and field-level security settings. Restricted fields are never exposed in search results.
Knowledge base integration
Indexes Salesforce Knowledge articles alongside CRM data. Surface internal documentation and customer data together.
Works alongside your other tools
An opportunity is tracked in Salesforce, the contract lives in Box, and the negotiation happened over Outlook. Nordvec connects all deal context.
Local file sync is coming soon, bringing your desktop files into the same unified search alongside your cloud tools.