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Analyze your Salesforce (CRM) data with AI.

Connect Salesforce (CRM), approve one AI-drafted plan, and get a governed dashboard you can ask questions in plain English — no pipelines to write, no infrastructure to maintain.

🔒 Your data lands in your cloud — never on ours.
Book a demo → Try it free

What you get

Accounts, Contacts, Leads, Opportunities and more via SOQL — delete-aware (queryAll). Click 'Connect with Salesforce' to authorize; no token to paste.

Tables & streams

AccountContactLeadOpportunityCampaignCaseUser

Each stream lands raw in Bronze, then is typed, de-duplicated and PII-masked into governed Silver — automatically, on every run.

Standard on every Sluice connector

AuthenticationOAuth — one click, we handle tokens & refresh
SchedulingOn your cron — hourly, daily, or on demand
GovernancePII auto-masked · quality-checked · full lineage · audit trail
ResidencyData lands in your cloud bucket or warehouse — we store credentials (encrypted) and metadata, never your data
Ask in plain EnglishThe data agent answers from a deterministic compiler — the AI never writes SQL

Three steps. One afternoon.

01 · CONNECTConnect with Salesforce (CRM) (OAuth) Credentials are encrypted at rest; you can revoke any time.
02 · LAND & GOVERNBronze → governed Silver, in your cloud Raw data lands untouched; Silver types, dedupes and masks it. lib://salesforce
03 · ASKDashboards, Power BI, or plain English Approve the AI plan → KPIs build; ask follow-ups in the data agent; connect Excel/Power BI over OData.

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Don't see your source?

Any API becomes a Sluice connector — describe it and the AI builds, sandboxes and validates one on the spot. Ask us on a demo →