PERPLEXITY CONNECTOR SETUP
Bring Salesforce into Perplexity research
Connect Adzviser as a custom source, confirm access, and use your account data alongside Perplexity's web research.
Connect Salesforce to Adzviser
In Adzviser, sign in to Salesforce and allow Adzviser to read its reporting data.
Add a custom connector
Add Adzviser as a custom remote connector in Perplexity, enter its MCP server address, and complete authorization before starting your research.
https://mcp.adzviser.com/httpSelect Adzviser as a source
Start a Perplexity conversation, include Adzviser among the sources, and ask a focused Salesforce question with a clear date range.
RESULTS AND MARKET CONTEXT
Add current market context to your Salesforce analysis
Start with your Salesforce results, then use Perplexity to research relevant market trends and cite the web sources it uses.
Review your Salesforce performance
Choose the account, date range, and metrics, then identify the changes that need explanation.
See a related Salesforce promptResearch relevant market trends
Ask Perplexity to find recent developments that may be related and cite every web source.
See a related Salesforce promptShow what supports each conclusion
Make clear what comes from your Salesforce results, what comes from web research, and what still needs to be verified.
See a related Salesforce promptEXAMPLE PERPLEXITY PROMPT
Find out what changed in your Salesforce results
Use Perplexity to compare recent performance with the previous period, then research current developments that may help explain the biggest changes.
Analyze the complete sales funnel.
First show my connected Salesforce accounts and ask me which one to use. Then complete this analysis: Map the Salesforce sales funnel from the workspace I choose for the last 30 complete days: Lead → Qualified → Opportunity → Proposal → Negotiation → Closed. Show volume, conversion rate, and time at each stage. Where is the biggest drop-off? What's the overall lead-to-customer conversion rate? After analyzing my Salesforce results, research relevant current market trends or events that may help explain them. Cite every web source. Clearly label what comes from my Salesforce data, what comes from web research, and which explanations still need to be verified.
