What Firstweek reads from Salesforce
- Opportunity records: amounts, stages, outcomes
- Sales process and record type structure
- Notes and logged call and task summaries (no email bodies)
- Contact titles and departments, account industry and size
What it never reads
- Campaign and marketing list data
- Email bodies
- Forecast category and quota data
What shows up in the onboarding artifact
Account history, process structure and the people behind each relationship become cited claims in the artifact, each linked to the record it came from.
Read-only, and the raw content is never stored
Every connection, Salesforce included, is read-only: Firstweek never writes to, changes or deletes anything in your tools. Salesforce content is processed in memory and never stored. Only AI-generated summaries persist. A citation can quote up to 200 characters of a summary, and an admin can turn that off.
Salesforce has no read-only API permission, so its consent screen asks for read and write access. Firstweek only reads, and you can enforce that by connecting an integration user with a read-only profile.
Other read-only connections: Slack · HubSpot · Confluence · Google Drive · Microsoft 365 · GitHub · Jira
Run Firstweek on your next real hire. 30 days. Then we talk about whether it's worth keeping.