What it does
What flo.space prepares with Salesforce
Reads accounts, opportunities, and notes to ground actions and prepare CRM writes.
- Update an opportunity from an email
- Prepare an account note from a call recap
- Keep pipeline in sync with billing
Reads and writes
What it reads, and what it can write
Reads · read-only to start
Only the Salesforce data you connect, within the OAuth scopes you approve. flo.space reads the context it needs to prepare an action and nothing beyond it.
Writes · only on approve
Nothing writes back to Salesforce until you approve it. On approval, flo.space performs the exact action you reviewed, and logs it to the audit trail.
An example
A Salesforce action, prepared and waiting
Every prepared action lands on one screen with its source, reasoning, and a risk level. You approve, edit, or decline.
Prepared for you
Update an opportunity from an email
SalesforceMedium risk
Recommendation: Reads accounts, opportunities, and notes to ground actions and prepare CRM writes.
Awaiting your approvalApprove, edit, or decline
More integrations
Connect the rest of your stack
Put Salesforce on approve
Connect Salesforce read only and let flo.space prepare the first wave of actions. Nothing sends until you approve.
Read only to start · Nothing sends without your approval