Your Salesforce work, published as an apt.
Use your existing tools and accounts to gather Salesforce data and generate finished HTML. Publish those files behind sign-in and choose who can open them. New content appears only when you explicitly publish a new version. The maintained Salesforce cookbook also supports deliberate legacy live reads and manual data captures.
Salesforce cookbook pattern: Pipeline review.
Stage movement, slipping deals, and the number the team actually opens on Monday. The cookbook teaches the agent the live schema, pagination, cache states, and provenance requirements. It is implementation guidance, not a prebuilt app.
No shared login, no standing credential.
Live Salesforce reads run against each person's own connected Salesforce account, through the data proxy's access checks — so a shared link only ever shows each viewer the opportunities Salesforce's row-level sharing already grants them. There is no shared login behind the page and no standing credential anywhere. Anything the whole team opens is an explicit edition with a byline — the revenue-ops lead's name and the moment it went out.
After an invite, the activation target is under 15 minutes from Google sign-in to the revenue-ops lead's first shared readout.
Use the Salesforce cookbook to build the Monday pipeline deck as a link you send once. No API keys to mint, copy, or paste; one pasted prompt pairs the agent you already use, and any mistake rolls back with one click.
Salesforce is one of ten connectors live at launch — Jira, GitHub, Google Sheets, Salesforce, Linear, Zendesk, PagerDuty, Confluence, Notion, and HubSpot. Readouts often read two at once — pair Salesforce with HubSpot or Google Sheets for a second source beside your pipeline review.
See all ten connectors →“Why these ten — and not the tool I use?”
Choose from the tools available in your workspace, then connect your own account. Each connector page explains what you can build and how to get started. Don't see your tool? Tell us what you'd like to connect.
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