Onboarding sessions: finding a slot for the Salesforce connector work

Email thread

Laura Penhaligon asked Tyler Nguyen for slots to walk through the Salesforce connector setup. Tyler replied on 24 Jun 2026 offering Thursday 09:00 or Friday 10:00. Admin rights are still undecided.

made from

What was said

What this says

Current to 11 Oct 26

Laura Penhaligon asked Tyler Nguyen for slots to walk through the Salesforce connector setup. Tyler replied on 24 Jun 2026 offering Thursday 09:00 or Friday 10:00. Admin rights are still undecided.

Ask: Laura wanted a working session on the Salesforce connector and asked Tyler to bring a list of custom objects. She also asked who else needs admin access under the forty licensed Growth users.

Customer view: Tyler apologised for the slow reply because of a release on his side. He offered two slots, preferred Thursday, and said admin rights are still being checked with a colleague.

Next: The thread does not show which slot was confirmed.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2026-06-19

Last message2026-06-24

Emailmade from

Messages

Laura Penhaligon 19 Jun 2026 16:12
to Tyler Nguyen
Hi Tyler, Following our call, I'd like to get the next onboarding working session in the diary. The main aim is to walk through the Salesforce connector setup with you, since you'll be the person who knows which objects and fields matter most to your reps. It would help if you could bring a list of any custom objects you want the brain to index, and let me know who else on your side needs access to the admin settings. We have forty users licensed under the Growth tier, so we can set up roles for everyone in one go. Could you send me two or three slots next week that suit you? Mornings in Chicago work well for me, as it's afternoon here. Kind regards, Laura Implementation Consultant, BB-Demo
Tyler Nguyen 24 Jun 2026 08:01
to Laura Penhaligon
Hi Laura, Sorry for the slow reply, it's been a busy few days with a release on our side. How about Thursday at 09:00 or Friday at 10:00 our time? Either should work, though Thursday is a bit safer for me. I'll pull together the custom object list before then. I'm still checking with Lauren on who should get admin rights, so I may have to come back to you on that part. Thanks, Tyler

Emailmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help Ask B