Sherlock Calls
for Salesforce
A phone number in your call logs is a person in your pipeline. Sherlock will connect the two — look up any caller in Salesforce, see their deal stage, account owner, and history, all from Slack in under 5 seconds.
TL;DR — What this integration will do
- 1
Sherlock Calls will connect to Salesforce via OAuth with read-only access — no code changes, no custom objects, no Salesforce admin involvement required. Operational in under 2 minutes of release.
- 2
You will be able to ask 'Who is the Salesforce contact behind the number that called 8 times this week?' or 'What deals are associated with this inbound caller?' — and get sourced answers from live Salesforce data in under 5 seconds.
- 3
Sherlock will correlate Salesforce contact, account, and opportunity data with your telephony provider call logs to give your team the full business context behind every call failure, spike, or pattern.
$37.9B
Salesforce annual revenue (FY2025)
150,000+
Salesforce customers worldwide
0
CRM dashboards to navigate
About Salesforce
What is Salesforce?
Salesforce is the world's #1 CRM platform, generating $37.9B in revenue in fiscal year 2025 with 150,000+ customers including approximately 90% of Fortune 500 companies. Holding 20.7% of the global CRM market — more than the next four competitors combined — Salesforce provides Sales Cloud, Service Cloud, and Marketing Cloud across every major industry and geography.
About Sherlock Calls
What is Sherlock Calls?
Sherlock Calls is an AI call detective that lives in your Slack workspace. It connects to voice providers, CRMs, and ad platforms, then answers any question about your calls in plain English — in under 5 seconds, with no code, no new dashboards, and no SDK required. Think of it as a senior analyst always on call, inside the tools your team already uses.
Planned Setup
Connect Salesforce to Sherlock in 2 minutes — when it launches
No code, no webhooks, no new dashboards. Here's how setup will work.
- 1
Connect Salesforce via OAuth
Authorize Sherlock Calls with read-only access to your Salesforce org via OAuth. No custom objects, no Apex code, no sandbox required — setup takes under 2 minutes.
- 2
Add Sherlock to Slack
Install the Sherlock Calls Slack app to your workspace in one click. Your sales and operations team can start asking CRM questions from any channel immediately.
- 3
Run your first enrichment query
Ask 'Who is the Salesforce contact behind this phone number, and what's their open opportunity value?' — Sherlock queries Salesforce and returns a correlated, sourced answer.
Future Use Cases
What teams will ask Sherlock about Salesforce
- SC“Who is the Salesforce contact behind the phone number that called 8 times this week?”
- SC“Show me all open opportunities associated with contacts who had failed calls today”
- SC“What is the deal stage and account owner for this inbound caller?”
- SC“Find all Salesforce leads that correspond to missed calls in the last 7 days”
- SC“Which open deals have had no call activity logged in Salesforce in the last 30 days?”
Planned Features
What you'll be able to do with Salesforce
Phone Number Lookup
Find the Salesforce contact or lead behind any phone number in under 5 seconds. See name, account, lifecycle stage, and deal history — without opening Salesforce.
Opportunity Correlation
Connect calls to open opportunities. See which calls involve high-value deals, which are from churning customers, and which missed contacts need urgent follow-up.
Account Intelligence
Instantly surface the account behind any caller — company name, industry, owner, ARR tier, and recent activity — giving your team full business context for every investigation.
Call Engagement History
View all Salesforce-logged call activities for a contact alongside live telephony data. Understand the full conversation history without leaving Slack.
Lead & Contact Search
Search Salesforce contacts and leads by name, email, or company. Build business context for any call investigation in seconds — no Salesforce login required.
Business Impact Analysis
Link call quality and outcomes to opportunity progression. Quantify the pipeline impact of call failures, missed contacts, and agent performance issues.
AI Tools
6 specialized tools, zero configuration
Sherlock will pick the right tool automatically. You just ask in plain English — the AI will know which APIs to call and how to correlate the results.
FAQ
Common questions about Sherlock + Salesforce
How does Sherlock Calls connect to Salesforce?
- Sherlock Calls connects to your Salesforce org via OAuth with read-only access to contacts, leads, accounts, opportunities, and call activity records. No code changes, no custom objects, and no Salesforce admin configuration is required. Setup takes under 2 minutes.
Can Sherlock Calls look up a Salesforce contact by phone number?
- Yes. Sherlock Calls can find the Salesforce contact or lead associated with any phone number in under 5 seconds — returning name, account, deal stage, account owner, and full engagement history from a single Slack question.
Can Sherlock correlate Salesforce data with Twilio or ElevenLabs?
- Yes. Connect Salesforce alongside your voice providers, and Sherlock builds investigations combining call logs (Twilio, ElevenLabs) with CRM context (contact details, opportunity value, account tier) in a single correlated answer.
What Salesforce data can Sherlock Calls access?
- Sherlock Calls can access Salesforce contacts, leads, accounts, opportunities, and call activity records. All data is queried in real time via the Salesforce REST API — nothing is replicated or stored outside your Salesforce org.
Is Sherlock Calls read-only on Salesforce?
- Yes. Sherlock Calls accesses Salesforce data in read-only mode — it never creates records, modifies opportunities, logs activities, or changes any Salesforce data. Your CRM remains completely unaffected by Sherlock's queries.
Be first when Salesforce launches
Leave your details and we'll notify you the moment the Salesforce integration goes live — plus early access and priority onboarding.
Also works with