Ask Salesforce questions
Ask Salesforce questions in plain English
You don't need to know where Salesforce keeps it. Hank does.
Ask the way you'd ask a coworker, then narrow it down as you go.
Questions people ask Hank
Real, everyday questions. Use the words your team already uses.
People and relationships
- “Who haven't we heard from in 90 days?”
- “Which contacts are missing an email address?”
- “Who are the main contacts at this account?”
Money
- “How much did we raise last month?”
- “What's in the pipeline for this quarter?”
- “Who gave last year but not this year?”
Follow-up
- “Which deals are past their close date?”
- “Which cases have been open more than two weeks?”
- “What's due for me this week?”
Trends
- “Show new contacts by month this year as a chart.”
- “How many cases did we close each month?”
- “Which lead sources bring in the most business?”
Keep the conversation going
Change the question without starting over.
An example conversation. Hank answers from your own Salesforce.
You
Which customers bought from us last year but haven't ordered this year?
Hank
I found 86 customers.
You
Just show me the ones in Florida who spent more than $1,000.
Hank
14 customers match.
You
Which ones are assigned to me?
Hank
You have 6. I've listed them below with their last order, so you can pick up the phone.
How Hank finds the answer
Hank figures out where the information lives in your Salesforce, looks it up as you, and gives you the answer first. Then he adds the few details that matter and a plain note of what he checked.
If you ask something he can't see, he says so plainly. If an answer is one you'll want again, save it as a live view: it refreshes with current information every time you open it.
Keep reading
Frequently asked questions
Can Hank answer questions about our Salesforce data?
Yes. Hank looks up the answer in your Salesforce and shows what he checked. He only uses information the person asking is already allowed to see.
Do I need to know Salesforce to use Hank?
No. Hank is built so everyday users can ask in the language of their job, like donors, customers, deals, or programs. Hank handles the Salesforce part.
Does Hank replace Salesforce reports and dashboards?
No. Keep the reports and dashboards you rely on. Hank is for the everyday questions that don't need a permanent report, and you can save an answer as a live view that updates itself.
Can Hank see things people shouldn't?
No. Hank works as the person asking, so he sees exactly what they can already see in Salesforce and nothing more.
Just ask Hank.
Get answers from the Salesforce you already have.