Meeting prep agent access to Salesforce custom objects
planned (next)
Taylor Jennings
The meeting prep agent generates briefs using standard Salesforce objects like Contact, Account, and Opportunity. Teams that store important context in custom objects, such as product usage data, support history, or custom scoring models, can't include that data in their briefs.
Requested behavior: Allow admins to configure the meeting prep agent to read from Salesforce custom objects, so custom object data can be included in AI-generated meeting briefs alongside standard object data.
Why it matters: Standard objects rarely capture the full picture for enterprise accounts. Custom objects often hold the most operationally relevant context, and excluding them limits how useful the brief actually is for reps going into a meeting.
Taylor Jennings
marked this post as
planned (next)
Taylor Jennings
Merged in a post:
Allow the meeting prep agent to pull data from Salesforce custom objects
Guoste Treciakauskaite
The meeting prep agent generates briefs using a limited set of standard Salesforce objects. Teams that store relevant context in custom objects or in standard objects not yet supported, such as Cases for support history, can't include that data in their briefs. Allow admins to configure the meeting prep agent to read from additional Salesforce objects, including custom objects and currently unsupported standard objects like Cases, so the brief reflects the full account picture.