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INTEGRATIONS · Salesforce

Salesforce

Salesforce

Edrak connects natively to Salesforce, reading the client and pipeline record behind every bid and writing the follow-through back onto the opportunity.

What Foundry reads

  • Accounts, contacts and relationship history
  • Opportunities, stages and pipeline
  • Activity history and open tasks
  • Past proposals linked to their outcomes

What Atlas writes back

  • Opportunity updates with their evidence
  • Drafted follow-ups, held for review
  • Meeting notes and actions logged
  • Every write under explicit authority

Foundry links each opportunity to your delivered work. Atlas keeps the record current without the rekeying.

How the connection behaves

The same rules as every Edrak connection

Reads under permission
Retrieval respects the source system's access model. People and agents see only what they are allowed to see.
Writes under authority
Actions execute only where authorized, with approvals where your rules require them.
Audited end to end
Every read and write lands on the audit log with its authority, evidence and author.

Connect the systems you already run.