Yes. Adaptrix reads your Salesforce objects — Opportunities, Accounts, Leads, Cases — through the standard APIs with read-only credentials, builds the semantic layer automatically, and answers pipeline questions with self-hosted LLMs. Your customer data is never sent to a public AI service, which keeps GDPR review simple and your CRM untouched.
Adaptrix reads what the connected integration user is allowed to see — your Salesforce sharing rules and field-level security keep applying.
Accounts, Opportunities, Leads, Contacts, Cases and Campaigns — the objects your pipeline, service and marketing questions are actually about.
Custom objects and fields your admins have added are picked up automatically and mapped into the semantic layer alongside the standard ones.
Where enabled in your org, field history and activity records — so questions about how deals moved over time have real data behind them.
Data is read through Salesforce's standard interfaces — the REST API and Bulk API 2.0 for large volumes — the same way any certified integration reads it.
Access is scoped by a dedicated integration user with read-only permissions. Adaptrix never creates, updates or deletes Salesforce records.
Adaptrix follows the value chain from seeing what happened to acting on it — here is what that sounds like on top of your CRM.
A live view across Opportunities without exporting to spreadsheets or rebuilding reports.
Automated root-cause analysis decomposes the change instead of leaving you to slice reports by hand.
Predictions trained on your own deal history, with explainable drivers rather than a hidden score.
Alerts and recommendations route the signal to the person who can act — inside your infrastructure.
An architecture-level view — read-only, incremental, and processed where your compliance team can see it.
You create a dedicated integration user whose permission sets grant read access only. Adaptrix authenticates as that user and can never modify CRM records.
After an initial load, only changed records are pulled, keeping API usage well within your org's limits and answers current.
Objects, fields and relationships are mapped to business terms — and can be joined with your ERP, billing or web data in the same layer.
The self-hosted open models that interpret questions and explain results run on Adaptrix's sovereign EU infrastructure — customer data is never sent to a public AI API.
This is an architecture-level description. Object scope, sync frequency and API usage are agreed during onboarding to match your Salesforce org and edition.
CRM data is personal data. Adaptrix analyzes it without ever handing it to a third-party AI cloud — which is exactly what your DPO wants to hear.
GDPR-first: processing happens on Adaptrix's EU infrastructure, with a clear data-processing agreement — no transfers to third-country AI services.
Self-hosted open models answer your questions; no prompt, record or result ever reaches a public AI cloud.
Flat-fee licensing with no per-token charges, so daily pipeline reviews across the whole sales team never become a metered cost.
Salesforce rarely stands alone — these pages show how the connector fits the bigger picture.
How customer-facing businesses combine CRM, storefront and payment data into one explainable view.
The full self-hosted deployment model: self-hosted open models, no data egress, EU hosting (on-premises planned for Enterprise Plus).
Why mapping CRM objects to business language is the step that makes plain-language questions reliable.
Dashboards, root-cause analysis, predictions and alerts — everything that runs on top of the connector.
No. The integration user has read-only permissions, so Adaptrix cannot create, update or delete records, change page layouts or touch automation. Your CRM stays exactly as it is.
All standard and custom objects the integration user can read — typically Accounts, Opportunities, Leads, Contacts, Cases and Campaigns plus your custom objects. Sharing rules and field-level security keep applying.
No. Analysis runs on self-hosted open models on Adaptrix's EU infrastructure. Neither records nor prompts nor results are sent to a third-party AI cloud, which keeps GDPR assessments straightforward.
Yes — that is the point of the semantic layer. Salesforce objects can be joined with ERP, billing, web or warehouse data so questions like 'revenue per won opportunity' span systems instead of stopping at CRM boundaries.
Adaptrix uses incremental sync and Bulk API 2.0 for large volumes, which is designed to stay well within normal org limits. Sync frequency is tuned during onboarding, and the connector is included in the flat-fee license with no per-query charges.
Bring a real question from your business and watch a live answer — reasoning, sources and math included — or model what it saves you first.