Your business, in your own records.

Define the records your company runs on, link them to Salesforce, and have Dex research an account record.
| Onboarding | Field type | Required |
|---|---|---|
| Employee | Record reference | Yes |
| Start date | Date | Yes |
| Laptop shipped | Yes or no | No |
| Equipment budget | Money | No |
| Welcome packet | Artifact reference | No |
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.

From how your company works to records Dex understands
Shared by every surface.
Use it with Dex on every surface, alongside company context that existing agents read over MCP.