Connect Salesforce so readywhen sees the deals you’re really betting on.
Reliably captures every customer commitment logged in Salesforce. Then brings the work back for your approval.
30-second setup · OAuth · SOC 2
What commitments does readywhen catch in Salesforce?
Every "I'll send the proposal", "I'll loop in legal" promise made in Salesforce — captured and actioned for you.
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In an opportunity note. "I'll send security pack to Acme Friday." readywhen drafts the email with the latest security pack.
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In an account task. "Loop in legal on the MSA." Pings legal and tracks the close.
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In a deal stage change. "Need approval on $1m discount." Surfaces the discount and drafts the approval request.
How VPs and C-levels use readywhen with Salesforce
The kinds of leadership commitments readywhen picks up in Salesforce — and exactly what it does about them.
| Where it happens | What you said | What readywhen does |
|---|---|---|
| Forecast call account | "I'll personally call top 5 deals." | Surfaces the top 5 with risk signals. |
| QBR opportunity | "I'll bring the exec sponsor." | Drafts the sponsor briefing. |
| Renewal opportunity | "I'll send proposal Friday." | Drafts the proposal email. |
| Pipeline review | "I'll inspect at-risk deals this week." | Surfaces the at-risk deals. |
| Board metrics | "I'll share pipeline coverage." | Drafts the pipeline summary. |
How to connect Salesforce to readywhen
Thirty seconds. OAuth. No new tool to learn — readywhen sits on top of Salesforce.
- Click "Connect Salesforce" in your readywhen workspace.
- Approve OAuth. readywhen only reads records you already have access to.
- Choose which pipelines or accounts readywhen should track.
Is the Salesforce connector secure?
Yes. SOC 2 Type II and ISO 27001 certified. GDPR-compliant. readywhen never trains on your data.
- Only sees what you already see. readywhen inherits your Salesforce permissions. If someone can’t access something in Salesforce, neither can readywhen.
- Access only where installed. readywhen inherits your Salesforce record-level permissions. If a user can't see a record in Salesforce, neither can readywhen.
- Never trains on your data. Your Salesforce data is never used to train, fine-tune, or improve any AI model — ours or any third party’s.
- Enterprise security standards. SOC 2 Type II and ISO 27001 certified. Encrypted in transit and at rest. GDPR-compliant with a Data Processing Agreement available on request.
- You stay in control. Admins choose what readywhen can access, and can audit or disable it at any time. Uninstall the Salesforce integration or revoke access in readywhen, and we stop accessing your data.
Commonly used with Salesforce and readywhen
Work rarely stays in just Salesforce. readywhen picks up your commitments no matter where they happen.
Salesforce connector FAQ
1. Will readywhen change records in Salesforce?
Only with your approval. It can prepare updates — note logging, stage changes, follow-up tasks — and waits for you to confirm.
2. Will it expose data my reps shouldn't see?
No. readywhen inherits your Salesforce record-level permissions exactly.
3. Will readywhen post or send anything in Salesforce on my behalf?
Not without your approval. readywhen reads to understand context and prepares drafts. Anything that goes out is reviewed by you first.
4. Does readywhen train AI models on our Salesforce data?
No. Your Salesforce data is never used to train, fine-tune, or improve any AI model — ours or any third party's.
5. Can I disconnect Salesforce at any time?
Yes. Uninstall the integration or revoke access in readywhen, and we stop accessing your data immediately.
6. How long does setup take?
30 seconds for personal install. If your workspace requires admin approval, it depends on how long your admin takes to approve it.