Hyper for Salesforce

What Hyper reads

Hyper keeps a searchable copy of the records that you can see in your Salesforce org: accounts, contacts, leads, opportunities, cases, campaigns, contracts, orders, quotes, products, assets, notes, and the types of records that your team made, from all time, plus tasks, events, emails, and case comments from the last year. It copies each record's fields that you can see, with the names of its owner and the records it is linked to. Records that your org shares with everyone are visible to your workspace when you share the connection. Records that you see only through your role or a sharing rule stay visible only to you. Hyper checks for changes and deletions about every 10 minutes, and reads everything again each week. When you ask, Hyper can also run SOQL queries, searches, saved reports, and dashboards, and read list views, files, Chatter, approvals, flows, and your org's setup and code.

What Hyper can do

Create, change, and delete records, one at a time or many at once, convert leads, log calls, and upload files. Post and comment in Chatter. Submit, approve, and reject approvals. Run flows, quick actions, and your org's own Apex services. Run and save reports. Hyper asks you before each action, unless you chose to always allow that kind of action. It always asks before it runs a flow, a quick action, Apex, or a request that changes several records at once.

Before you connect

Hyper can read and change everything that your Salesforce profile can. A change to a record can start your org's flows and workflow rules, and they can send email to customers. Deleted records stay in the recycle bin for 15 days. Before anyone can connect, a Salesforce admin must install Hyper's app in your org. Anyone who can write to a record, such as a web form or an email to support, can add text that hides instructions that try to trick an assistant, so check each change before you approve it.