Delta works inside Salesforce.
Delta queries and updates any Salesforce object your firm uses, standard or custom.
Connected at firms today
What Delta does in Salesforce.
Reads
- Any standard object: accounts, contacts, leads
- Your custom objects and fields
- Reports built from a query
- Activity history
- Files on a record
Updates
- Updates fields on a record
- Creates tasks
- Logs activity on a record
Ask it things like.
- Pull every intake created this month, grouped by source and status.
- Which accounts have an open opportunity with no activity in 30 days?
- Update the status field on the Garcia intake record.
Connect Salesforce in minutes.
- 1Ask Delta to connect it
- 2Sign in once, on its own page
- 3Delta checks it can see your cases
Here is Salesforce’s sign-in.
Sign in to SalesforceChecking SalesforceReading your cases
Salesforce questions.
Does CaseDelta work with Salesforce?
Yes. You sign in once with your Salesforce sign-in. Delta queries and updates any Salesforce object your firm uses, standard or custom.
Does it need Salesforce's API?
It uses Salesforce's own sign-in. You sign in once, and Delta runs queries against your objects, including the custom ones.
Can Delta update Salesforce, or only read it?
Both. In Salesforce, Delta updates fields on a record, creates tasks and logs activity on a record.
Is my Salesforce data safe?
Yes. Each firm's data is isolated, and every request Delta makes is scoped to one firm. Your client data is never used to train, fine-tune or improve any AI model.
What does connecting Salesforce cost?
Nothing extra. CaseDelta is priced per firm by account band, from $599 a month for up to 5 accounts, and every band includes every system you connect.
How long does it take to connect Salesforce?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.