Support · Integration
Salesforce Service Cloud
Sourcing.sh is the data index of AI agents that completes your service CRM with the business context. Integrated into Service Cloud, it enriches each case and account with verified data. Your agents and Agentforce have an up-to-date view.
What Sourcing.sh communicates with Salesforce Service Cloud
Send the data
sourcing.sh pushes companies, profiles and fresh offers into your tool.
Refresh the data
Your records are re-crawled and updated continuously — the data no longer dies.
Send signals
Position changes, recruitments, hiring and timing signals pushed to your agents.
The index populates Service Cloud cases, accounts and contacts with company context: sector, workforce, location, recent signals. This up-to-date data reinforces the 360 customer view, refines omnichannel routing and account prioritization, and fuels automations without manual searches by agents.
This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.
Your workflow
The right data. The right action.
New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.
Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.
New or more recent data
Our index and partner indexes
Create a record
Update
Human approval
Salesforce Service Cloud
Data in your tool
Workflow to configure with your team
How it works
- 01
Frame the connection to Salesforce Service Cloud
Confirm compatible objects and necessary rights: OAuth, API key or export.
- 02
Define exchanges
Choose the fields to complete and the update rules in Salesforce Service Cloud.
- 03
Plan the checks
Choose the cadences and actions to trigger when a change is detected.
Your next step
Turn data into action.
Find the right contacts, keep your data up to date and connect your tools.