Salesforce is one of the CRMs Filed connects to. While preparing or reviewing a return, ask Filed for a client's relationship history and recent activity, or pull a report the connected user already has access to. Routines can repeat those lookups on a schedule or a trigger.
Salesforce stays in charge of access. Filed reads only the objects, fields, and records the authorized user can reach, and existing sharing rules remain in effect. Write access is a separate setting your firm enables only for approved record updates.
How it works
- Review client and account context
- Pull reports and records the connected user can access
- Prepare approved record updates when Write is enabled
- Schedule recurring lookups with Routines
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Salesforce information for [client name] for [date range].
Find records in Salesforce that need review before [deadline].
With write access enabled, prepare the approved Salesforce update and show the proposed changes first.
The questions firms ask us
You sign in to Salesforce through Filed's integration provider, Composio, and approve access. Object, field-level, and sharing permissions remain in effect.
Filed only sees what the authorized user can see. Also verify whether you connected production or a sandbox.
Only when your firm enables Write on the connection. Keep it off and the connection works for read-only reporting.