Platform

Your business, in your own records.

Dex, working through a task

Define the records your company runs on, link them to Salesforce, and have Dex research an account record.

Request early access

OnboardingField typeRequired
EmployeeRecord referenceYes
Start dateDateYes
Laptop shippedYes or noNo
Equipment budgetMoneyNo
Welcome packetArtifact referenceNo
A record type from the employee onboarding blueprint, ready to copy and edit.
  • Eleven field types

    Text, whole numbers, decimals, money, yes or no, choice, date, date and time, text lists, and links to records and files, up to 64 fields per type.

  • Connected to the source

    Link a record to Salesforce and keep editing it there, and Deixic shows when the source changes or access is revoked.

  • Every revision kept

    See exactly how a record changed over time.

  • Research an account

    Dex researches an account from its record and writes a brief that cites its sources. A research template goes live only after a test run on a real account passes.

The Vendors object in Deixic, listing vendor records with category, risk tier, annual spend, and security review status.
A Vendor record type with its records, schema, forms, and connections in one place.

From how your company works to records Dex understands

How it works in detail

Shared by every surface.

Use it with Dex on every surface, alongside company context that existing agents read over MCP.