PLUGIN SETUP
Start using Salesforce in ChatGPT
Connect Salesforce to Adzviser, install Adzviser in ChatGPT, and start asking questions about your data.
Connect Salesforce to Adzviser
In Adzviser, sign in to Salesforce and allow Adzviser to read its reporting data.
Install Adzviser in ChatGPT
Open Adzviser in ChatGPT's plugin directory, install it, and sign in to your Adzviser account when asked.
Open Adzviser in ChatGPT ↗Ask your first Salesforce question
Start a new ChatGPT conversation and ask Adzviser to list your workspaces and show the organization connected to each. Choose a workspace, ask about performance or trends, and continue with follow-up questions.
CHOOSE THE RIGHT CHATGPT CONNECTOR
Salesforce in ChatGPT: Salesforce's official Agentforce Sales plugin vs. Adzviser's read-only reporting connector
This side-by-side comparison covers Salesforce's official Agentforce Sales plugin and Adzviser's read-only Salesforce reporting connector in ChatGPT. Salesforce's Agentforce Sales plugin is for Salesforce-native research and record actions. Adzviser is the read-only reporting route for connecting pipeline and revenue to advertising, analytics, and lifecycle marketing.
Salesforce's official Agentforce Sales plugin
Work with Salesforce records from ChatGPT
Install Agentforce Sales from ChatGPT's plugin directory and authorize Salesforce.
Build account briefs, review pipeline and forecast risk, run Salesforce searches, and summarize records.
Can create or update supported Salesforce records when you explicitly ask.
Salesforce Agentforce Sales records and metadata.
Best for: sales teams that want to research and update Salesforce from ChatGPT.
Open Agentforce SalesAdzviser's read-only Salesforce reporting connector
Analyze Salesforce with your other marketing data in ChatGPT
Connect Salesforce in Adzviser, then install Adzviser from ChatGPT's plugin directory.
Open with a question about leads, opportunities, pipeline and revenue, inspect the answer, and continue the same conversation with follow-up questions.
Read-only reporting; ChatGPT cannot change anything in Salesforce through Adzviser.
Analyze Salesforce in the same ChatGPT conversation as connected advertising, analytics, commerce, email, and CRM sources.
Best for: marketers and agencies that want read-only Salesforce reporting beside other marketing and revenue data in ChatGPT.
Open Adzviser in ChatGPTCONVERSATION FLOW
Turn Salesforce data into clear next steps in ChatGPT
Start with the results, focus on the decision in front of you, and keep asking follow-up questions in the same conversation.
Review recent performance
Get a weekly snapshot of your Salesforce pipeline. Ask for a compact table and make the reporting period clear.
See the “Weekly Pipeline Summary” promptFocus on a decision
Identify and fix pipeline bottlenecks. Ask ChatGPT to compare the options, supporting evidence, and possible downsides.
See the “Pipeline Velocity Optimization” promptAsk a follow-up
Analyze the complete sales funnel. Ask what may explain the result, what evidence is missing, and what to examine next.
See the “Sales Funnel Analysis” promptCHATGPT STARTERS
Start with a quick check, then analyze Salesforce
First, confirm ChatGPT can access the right data. Then ask a detailed question and follow up on the recommendation that matters most.
List my connected Salesforce organizations and show the Adzviser workspace for each. After I choose one, return "Account annual revenue" for the last 7 complete days.
Identify and fix pipeline bottlenecks.
Analyze Salesforce pipeline velocity for the workspace I choose during the last 30 complete days. For each stage: Average Days, Conversion Rate, and Stalled Count. Compare won vs lost deal velocity. Which stages slow down winning deals? Recommend specific actions to accelerate the pipeline.
Keep the same data source and time period. Which recommendation should I prioritize, what results support it, and what should I review before acting on it?
