Salesforce + AI Memory: Customer Context That Persists

Salesforce contains your complete customer history -- accounts, opportunities, cases, call logs, emails. REM Labs syncs all of it into AI memory so your agents have persistent, queryable context about every customer relationship without manual prompt engineering.

What Gets Synced

The Salesforce integration uses the REST API to pull standard and custom objects:

• Accounts -- company name, industry, size, annual revenue, and all custom fields
• Contacts -- name, title, email, account association, and custom fields
• Opportunities -- deal name, stage, amount, close date, probability, and associated contacts
• Cases -- case number, subject, description, status, priority, and resolution notes
• Activities -- tasks, events, call logs, and email records linked to accounts/contacts
• Custom objects -- any custom Salesforce object can be included via configuration

Connect via OAuth

In the REM Labs Console, go to Integrations and click Connect Salesforce. You will be redirected to Salesforce's OAuth flow. The integration works with both Salesforce and Salesforce Sandbox environments.

Import via API

The soql_filter parameter lets you scope imports using SOQL WHERE clauses. Incremental mode uses Salesforce's SystemModstamp field to only process records modified since the last sync.

Search Customer History

Semantic search finds the support case titled "Security Audit Requirements" from Acme Corp and the opportunity note mentioning "compliance concerns blocking procurement" -- because the search understands "SOC 2" relates to "security audit" and "compliance" even when those exact terms are not in the query.

SOQL-Scoped Sync

For teams with large Salesforce orgs, SOQL filters let you import only the records that matter. Sync only closed-won deals, only enterprise accounts, or only cases from the last year.

API Endpoints Reference