Your CRM is the lifeblood of your business, but it's only as good as the data within it. Keeping that data fresh, accurate, and complete is a constant battle. Manual data entry, information siloed in other applications, and stale records can lead to missed opportunities, poor customer experiences, and inefficient sales cycles.
What if you could automatically enrich your Salesforce records in real-time, pulling in the exact data you need from any source, precisely when you need it?
This is where Searches.do comes in. By transforming your unique data retrieval logic into simple, powerful APIs, you can create a seamless bridge between Salesforce and all your other data sources, supercharging your CRM into a truly intelligent system.
In a modern business, customer data doesn't just live in one place. It's fragmented across various platforms:
When a sales or support rep looks at a contact in Salesforce, they only see a fraction of the story. To get the full picture, they're forced to switch between multiple tabs, manually search for information, and piece together the context. This process is slow, error-prone, and frustrating.
Searches.do is an agentic workflow platform built to solve this exact problem. It allows you to define complex data searches once with simple code, and instantly deploy them as scalable, secure, and reusable API services. We call this Business-as-Code.
Instead of building brittle, one-off integrations, you create a dedicated "search agent" for each piece of business logic. For example, you can create an agent that performs the following actions:
The beauty of Searches.do is that it handles all the heavy lifting—deployment, security, authentication, and scaling—so you can focus purely on the data logic.
Connecting the power of Searches.do to Salesforce is straightforward. You can trigger your search agents from anywhere in Salesforce—Apex triggers, Flows, or Lightning Web Components—to enrich data on the fly.
Here’s a high-level overview of the process:
First, you'll define your data retrieval logic using our simple TypeScript SDK. You specify the required input parameters (like an email or a customer ID) and write the handler function that contains your lookup logic. This function can call other APIs, query databases, or even search file systems.
With a single command, Searches.do deploys your logic as a secure API endpoint. This endpoint is now ready to be called from any application, including Salesforce.
Within Salesforce, you can use Apex to make an HTTP request (a "callout") to your newly created search agent API. This can be triggered by various platform events:
Let's walk through a common and powerful example. A new lead fills out a form on your website, creating a record in Salesforce with only a name and email.
The Goal: Automatically enrich this lead record to help your sales team qualify and prioritize it instantly.
1. Create a Search Agent: enrich-lead-from-email
You define an agent in Searches.do that takes an email as input and:
The agent then returns a consolidated JSON object.
2. The Salesforce Apex Trigger
You create an Apex trigger on the Lead object that fires when a new record is created. This trigger:
The Result: Your sales rep sees a fully enriched, actionable lead record just moments after it's created. No manual research, no wasted time. They can immediately see if the lead fits the ideal customer profile and prioritize their outreach.
The API response that Salesforce receives would look something like this:
{
"status": "success",
"query": {
"searchId": "enrich-lead-from-email",
"parameters": {
"email": "lead@bigcorp.com"
}
},
"result": {
"company": {
"name": "Big Corp Inc.",
"industry": "Enterprise Software",
"employees": 5200,
"location": "San Francisco, CA"
},
"productUsage": {
"hasTrialed": true,
"trialStartDate": "2023-09-15T14:30:00Z"
},
"marketing": {
"lastCampaignInteraction": "Webinar Q4"
}
},
"executionTimeMs": 245
}
Real-time enrichment is just the beginning. With Searches.do and Salesforce, you can:
By breaking down data silos, you empower your teams with the complete, real-time information they need to make smarter decisions and build better customer relationships.
Ready to supercharge your Salesforce data? Visit Searches.do to learn more and build your first search agent today.