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CRM

Genipy and Salesforce

This integration is coming soon. Pipeline reviews, forecast roll-ups and deal approvals built on your Salesforce opportunities, in the internal tools your team shares on Genipy.

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About

What is Salesforce?

Salesforce is a CRM (customer relationship management) platform. Teams use it to keep their accounts, contacts, leads and deals in one place, track the pipeline and forecast revenue. Salesforce also offers products for service, marketing and commerce, plus AI features. It works well as the system of record. It falls short when a whole team runs a process on it: changing fields or page layouts is an admin job, and the steps around the CRM, like approvals and commission math, often end up in spreadsheets.

Use cases

What you can do

  • Build a pipeline review screen that groups open Salesforce opportunities by rep, stage and close date, so managers walk through deals without exporting a report first.
  • Roll up the forecast by rep and region in one view that matches how your VP of sales wants the number presented each week.
  • Calculate commissions from closed-won opportunities using your own quota and accelerator rules, then show each rep how the payout was figured.
  • Route discount and deal desk requests to the right approver, with the account, deal size and requested terms on one screen.
  • Prepare account plans and QBR notes that start from the Salesforce account, its contacts and its open deals, and keep your team’s own fields beside them.

Setup

How it works

You keep using Salesforce as you do today, and the internal tool plugs into it. An admin connects your Salesforce account once on Genipy’s Integrations page, then chooses which tools may use it. You describe the tool to your AI the way you’d brief a colleague: “Build a forecast roll-up that shows commit and best case by rep and region from our open Salesforce opportunities, with last week’s number next to it.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. Then you invite teammates by email, each with a role: Viewer, Editor or Owner.

Questions

Genipy and Salesforce FAQ

What teams ask before they connect Salesforce. Can’t find yours? We’ll answer in a demo.

Who’s behind Genipy

  • Christopher LafayChristopher LafayCo-founder & CTO · Has been coding since he was 9.LinkedIn
  • Alexandre ReynalAlexandre ReynalCo-founder & CEO · Had the ideas but not the technical skills to build them.LinkedIn

They built Genipy so you can put your ideas to work securely, without writing code. Ask them anything in a 30-minute demo.

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01What can a team build with the Salesforce integration in Genipy?

Teams build pipeline review screens, forecast roll-ups by rep and region, commission calculators based on closed-won opportunities, discount approval flows for the deal desk, and account plans that start from the Salesforce account. Each one is an internal tool you describe to your AI, then publish to your team with one click.

02Why use Genipy with Salesforce instead of Salesforce alone?

Genipy adds the screens and steps around Salesforce that take an admin to change in the CRM itself, like a forecast view laid out for your weekly call or a payout page reps can read. Someone on your team builds it in plain language, and your existing reports stay as they are.

03Can a Genipy tool update Salesforce opportunities, or only read them?

It can do both. A tool reads accounts, contacts and opportunities, and it can update records when the tool is built to do that. Viewers use the tool; changing the tool takes an Editor or an Owner, and the server enforces each role.

04Does Salesforce stay our system of record?

Yes. Deals, accounts and contacts stay in Salesforce. A tool can also keep its own data in its own database, alongside what it reads from Salesforce. That is where approval notes, commission rules or your team’s own fields can live without changing your CRM setup.

05How do we connect Salesforce to Genipy?

An admin of your workspace connects the Salesforce account once, on Genipy’s Integrations page. Genipy checks the access with Salesforce before saving the connection. The admin then chooses which tools may use it, so one connection serves several tools. Genipy gives your AI the setup link.

06Who can see and change our deal data in a Genipy tool?

Only the people you invite by email. Tools are private by default, and each person is a Viewer, Editor or Owner. Salesforce credentials are stored encrypted and never appear in the tool’s code or to its users. The tool reaches Salesforce only through Genipy, and removing its access blocks its next calls right away.

07Do our reps’ Salesforce licenses and permission sets apply inside a Genipy tool?

Not directly. In Salesforce, each user has one profile tied to a user license, and permission sets grant access to objects and fields. In a Genipy tool, what each person can do comes from the role you give them: Viewer, Editor or Owner. The tool itself reaches Salesforce through the account your admin connected. We recommend connecting a dedicated integration user with only the permissions your tools need.

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Your AI builds the tool. Genipy checks it, puts it online and shares it with the right people.

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