Concept preview · Illustrative mockups of planned Salesforce integrations
Built for the Salesforce enterpriseCloser, native to Salesforce.
Coaching that lives on the opportunity, not in another tab. Closer reads the deal, scores the calls already logged in your CRM, and writes the coaching back to the record — inside Lightning, Slack, and Einstein. No new silo, no rip-and-replace.
Salesforce IdentityLightning
SlackAppExchangeOne login, owned by your admin.
Reps open Closer from the App Launcher and they're already in — authenticated through your Salesforce org as the identity provider. Closer connects as a Connected App over OAuth, so access is provisioned, scoped, and revoked centrally by your admin.
- Single sign-on via My Domain & Salesforce Identity
- Connected App with named OAuth scopes
- Permission sets decide who sees Closer
- Honours your org’s MFA & login-flow policies
Log in to Salesforce
northwind.my.salesforce.com
Connected App — scopesOpportunity
Acme Corp — Platform expansion
Deal health: at risk
Last 2 calls scored low on next-step clarity
Coaching on the record itself.
Closer drops onto the Opportunity, Lead, and Contact pages as a Lightning Web Component. Reps see deal health, the last call's score, and the one coaching move that matters — right where they already manage the pipeline. No context-switching, no separate app to remember.
- Lightning record-page component
- Per-deal health & call scores
- Drag-and-drop in App Builder
- Launch a role-play in-record
Coaching tied to the pipeline.
No uploads. Closer reads the calls and activities your reps already log — plus Einstein Conversation Insights — scores each one against your playbook, and writes the coaching back onto the opportunity. A rep's growth and the deal's health become the same record.
Call logged
Activity + ECI in CRM
Closer scores it
Against your playbook
Written back
Onto the opportunity
Activity timelineCall · 24 min · logged by Alex
Discovery — Acme platform expansion
CCloser coaching · auto-added
"Strong rapport, but no next step set. Confirm the economic buyer before the demo."
The coach that taps you on the shoulder.
Slack is part of the Salesforce platform, so Closer posts straight into it: your morning briefing, a recap when a call is scored, and a nudge when a deal needs a coaching move. Action it without leaving the conversation.
- Daily briefing before your first call
- Recap card the moment a call is scored
- Deal-risk nudge with the next coaching move
9:02 AMCall recap ready
Acme — Discovery call · scored 61
Strong rapport. No next step set — confirm the economic buyer before the demo.
Acme slipped to at risk. Want to drill closing the next step?
Next best action
Confirm economic buyer on Acme before Thu demo
Start 5-min role-playAlways one click away.
Closer ships as a managed package: a full app in the App Launcher and a docked component in the utility bar that follows reps across every record. The next best coaching action is always within reach — no tab-hunting, no lost momentum.
Pre-call briefs surface here too — pulled from the deal's history and the rep's known growth areas, right before the meeting.
Ask Einstein about your deals.
Closer registers as an Agentforce action and Einstein topic. Reps and managers ask, in plain language, how a deal is tracking or what a rep should work on — and the answer comes back grounded in Closer's scored, cited coaching data, inside the assistant already built into Salesforce.
- Grounded in real call scores and deal health
- Manager view: spot team-wide skill gaps
- Stays inside your Salesforce data boundary
Acme is at risk— deal health 61. Across the last 2 calls Alex hasn't set a clear next step or confirmed the economic buyer.
CSourced from Closer
What your security team will ask for.
Closer is designed to clear enterprise procurement in a Salesforce shop — identity, data handling, and purchasing all the way through.
Connected App & permission sets
Approve once as a Connected App. Admins decide exactly who gets Closer with permission sets, and revoke in one click.
Encrypted & scoped
Tokens encrypted at rest, every query scoped per user and per org, with full access audit logs.
Shield & data residency
Compatible with Salesforce Shield, field-level security, and regional data storage for EU and other jurisdictions.
AppExchange security review
Passes the Salesforce AppExchange security review every listed app must clear before customers can install it.
Managed package on AppExchange
Install and procure through AppExchange — versioned, upgradable, and managed by your admins.
Least-privilege scopes
Only the objects Closer needs — opportunities, activities, and conversation insights — nothing more.
EinsteinBring Closer into your Salesforce org.
We'll walk your admins and security teams through the Connected App, object scopes, and an AppExchange rollout — and pilot with one team first.
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