DealScope Docs | AI Briefs for Salesforce Records

Supported Salesforce Objects

Based on the current public site, DealScope supports the following Salesforce objects.

Lead

Lead is one of the core public workflows for DealScope.

Public site support includes:

• AI brief generation on the record page
• TL;DR, risks, buyer signals, stakeholders, and draft email
• LinkedIn conversation import on Lead records

Related page:

• Salesforce AI summary

Account

Account is publicly presented as a first-class DealScope workflow.

Public site support includes:

• AI brief on the Account page
• customer signals and risks
• account-level context before a call or follow-up
• draft follow-up email

Related page:

• Salesforce Account summary

Opportunity

Opportunity is a core public workflow and also the object used in the HubSpot import page.

Public site support includes:

• AI brief generation on the record page
• TL;DR, risks, buyer signals, stakeholders, and draft email
• LinkedIn conversation import on Opportunity records
• HubSpot activity import for better record context

Related pages:

• Salesforce AI summary
• HubSpot to Salesforce import

Not Publicly Documented

The current public site does not clearly document support for:

• Contact
• Case
• custom objects

TODO: add these only when the public site or product documentation confirms them.