:Harvey:Support

Early Access Feature

Salesforce Integration

Query supported Salesforce records such as accounts, opportunities, and case details, and bring them into Harvey.

Timeline
October 28 (General Availability)
Categories
Integrations
General Availability Access
Regional Availability
US, EU, AU

Interested in testing this feature?

Contact your Customer Success Manager for early access.

Overview

The Salesforce integration connects Harvey to the CRM context your firm already keeps in Salesforce. In a Harvey thread, you can query supported Salesforce records such as accounts, opportunities, and case details, and bring them into a legal workflow.

This release covers Salesforce standard and custom objects. Salesforce Files and write-back to Salesforce are not supported in this release.

Key Features

  • Natural-language querying: Ask Harvey for the Salesforce records relevant to your legal work.
  • Multi-object context: Query several supported object types in one workflow, for example an account together with its open opportunities and cases.
  • Permissioned access: Harvey's access to Salesforce records is governed by the Salesforce integration's user and workspace configuration, so you only see what your Salesforce permissions already allow.

Enable the Salesforce Integration (Admins)

Important: An administrator must enable the Salesforce integration in your Harvey workspace before anyone can use it.

To enable the Salesforce integration as an admin:

  1. Go to Command Center → Configurations → Connectors.
  2. Find Salesforce in the list of connectors and select Connect.
  3. Select Continue and complete the Salesforce connection process with Harvey.

How to Use

When starting a new thread in Harvey, select the Sources Sources button and enable Salesforce.

A new thread in Harvey with Salesforce enabled as a knowledge source.

If you haven't already signed in to your Salesforce account, Harvey will prompt you to authenticate before the source is enabled.

Once enabled, Harvey will incorporate your supported Salesforce records into its context and responses. You can then ask Harvey for the accounts, contacts, opportunities, leads, and cases relevant to your work, for example:

  • "What active opportunities and open cases are associated with Acme Corp?"
  • "Show me the Salesforce context for the Acme renewal, including the account, opportunity, primary contacts, and related case information."
  • "Which Salesforce records identify the contracts associated with this customer relationship?"

Notes & Limitations

  • Harvey can query Salesforce records; it cannot create, update, or otherwise write back to Salesforce.
  • The exact fields, relationships, and contract-related content Harvey can surface depend on your org's Salesforce setup and the object and field mapping supported in this release.

FAQs

Q: Can Harvey pull our Salesforce contracts into Vault?

No. Contract sync into Vault is not included in this release.

Q: Our agreements are in a custom object. Will this work?

Yes. Custom objects are supported in this release. Harvey can query custom Salesforce objects your firm has configured, subject to the object and field mapping available in your org.

Q: Our contracts are in Salesforce Files. Are they supported?

No. Salesforce Files and attachments are not included in this release.