AI Search for Salesforce
Search across accounts, opportunities, cases, and knowledge articles. Onyx connects your CRM data to your team's AI search.
What's the latest on the Acme Corp deal?
Acme Corp is in Negotiation stage with a $120K ACV. Last activity was a technical review call on March 15. Main blocker is their security review of our SOC 2 report.
Acme Corp — Opportunity
Your CRM data is rich but hard to search
Your CRM data is rich but hard to search
Salesforce holds your customer relationships, deal history, and support cases. But finding specific information means navigating complex views, reports, and record hierarchies.
Finding context on an account requires clicking through multiple records
Support case history is hard to search across customers
Sales reps spend time hunting for competitive intel and deal context
Knowledge articles exist but are disconnected from the rest of your tools
How teams use Onyx with Salesforce
How teams use Onyx with Salesforce
Prep for customer calls
Ask about a customer and get a summary of recent activity, open opportunities, support cases, and key contacts from Salesforce.
Search support case history
Find how a similar issue was resolved for another customer by searching across all support cases and knowledge articles.
Competitive intelligence
Search across deal notes and opportunity fields to find what competitors are appearing in deals and how your team is positioning against them.
Knowledge article search
Search your Salesforce Knowledge base alongside CRM records to find the right article for a customer question without leaving your workflow.
Works great with
Works great with
Onyx searches across all your connected tools. Combine Salesforce with these connectors for unified AI search.
Connect Salesforce in under 5 minutes
Authorize Onyx with your Salesforce org via OAuth. Onyx indexes accounts, opportunities, cases, and knowledge articles with object-level permissions.