DealScope Docs | AI Briefs for Salesforce Records

How DealScope Works in Salesforce

The public site describes DealScope as a simple record workflow.

Core Flow

1. Open a supported Salesforce record.
2. Use the DealScope panel on the record page.
3. Click Generate.
4. DealScope analyzes the record context that is available to it, including activity, emails, and notes.
5. DealScope returns a structured brief and a draft follow-up email.

What the User Sees

After generation, the user sees:

• a short summary
• risk flags
• buyer signals
• stakeholders
• a draft follow-up email

The public site positions this as a workflow for quick understanding, handoff, and follow-up rather than open-ended chat.

Optional Context Import Workflows

Some public pages also describe add-on workflows for missing context:

• LinkedIn to Salesforce import
• HubSpot to Salesforce activity import

These pages describe ways to bring external communication into the record so the AI brief has better source context.

Notes

• The public site explicitly describes the base Generate workflow for Leads and Opportunities.
• Account support is shown on the main site and account-specific page.
• TODO: add more object-specific workflow detail if the public site later publishes separate step-by-step pages for each object.