Flag overdue cases
“Which open cases are past their deadline, and do any relate to a risk we track?”
Use Salesforce with Drova
Find the cases in Salesforce that are overdue or tied to a risk you track.
Salesforce holds your accounts and cases. Connect it to Drova and Sheila AI, the AI assistant in Drova, can read them and answer questions about them.
Ask your AI assistant, Sheila AI
Once Salesforce is connected, Sheila AI reads it alongside what’s already in Drova. Try one of these first.
Know the account
“What does Salesforce tell us about this account before we renew the contract?”
Link cases to objectives
“Which business objectives do this quarter's complaint cases affect?”
Suggest a risk from the case
“Suggest a risk from the case about the data sent to the wrong customer.”
Follow up open cases
“Suggest a task for the owner of each case that needs follow-up.”
Security and trust
Sheila AI sees only what you can see, and leaves Salesforce as it is
Your own permissions apply
Each person connects their own Salesforce account. Sheila AI reads only the records you can already see.
Every answer shows its source
Sheila AI tells you what she read in Salesforce, so you can check her answer.
Nothing in Salesforce is changed
Sheila AI reads Salesforce and doesn’t edit it. Her suggestions land in Drova, where you accept the risks, tasks and control updates you want.
Salesforce handles your sign-in
You approve access on Salesforce’s own screen, so your Salesforce password never comes to Drova.
Disconnect whenever you like
Disconnecting removes the access. Your admin can also switch Salesforce off for the whole organisation.
Get Salesforce connected
Start for free
New to Drova? Start a free trial. Already using it? Sign in.
Connect Salesforce
Connect to Salesforce in Settings and sign in on Salesforce’s own screen to approve access.
Ask Sheila AI
Ask in your own words. Sheila AI answers and shows you what she read.
Let Sheila AI answer from Salesforce
Try Drova for free, then connect Salesforce from Settings.
Good to know
Common questions about connecting Salesforce
What does the Salesforce integration do?
It connects Salesforce to Drova, so Sheila AI, the AI assistant in Drova, can read your accounts and cases, and answer questions about them.
Does Sheila AI change anything in Salesforce?
No. Today Sheila AI only reads from Salesforce. In Drova she suggests risks, tasks and control updates, and nothing is added until you accept it.
Whose access does Sheila AI use?
Yours. Each person connects their own Salesforce account, and Sheila AI reads only what that person can already see. A colleague connects their own account to use it.
How do I set up the Salesforce integration?
Sign in to Drova, connect to Salesforce in Settings and sign in on Salesforce’s own screen to approve access. Your Salesforce password stays with Salesforce.
What will Salesforce ask me to approve?
Salesforce shows you what Drova is asking for before you agree. Drova asks once for everything Sheila AI may need, so you don’t have to reconnect later, and you can turn some of it off on that screen.
Can I switch off the Salesforce integration?
Yes. You can disconnect Salesforce at any time, and your admin can switch it off for your whole organisation.
More tools
Connect these too
Dynamics 365 integration
HubSpot integration
Zoho CRM integration
Start a free trial and connect Salesforce from Settings.
