Salesforce
Enrich, update, and report on records under your profile.
The accounts, contacts, opportunities and activities in scope.
Record updates and follow-ups you have approved.
Which fields changed, the evidence, and who approved it.
How to set it up
Sign in
Connect Salesforce with your admin's OAuth or a credential scoped to what the agent needs.
Choose what it can see
Pick the accounts, workspaces, projects or folders the agent may read.
Set what it can do
Turn on reads and writes separately, and name who approves each action.
Run one job
Try one read, one approved action, and check the trace before rolling it out.
Customer quality response
Customer complaints answered with an 8D report
Salesforce, Jira, BoxCompetitive part comparison
Spec tables against competing parts
Notion, Salesforce, SharePointCustomer design-in support
Customer technical questions answered from the specs
Zendesk, Confluence, SalesforceDesign-win pipeline
Design wins tracked from sample to production
Salesforce, Snowflake, SlackKYC file review
Onboarding files checked against the policy
Salesforce, Box, ServiceNowCredit memo drafting
Credit memos from financials, collateral and terms
Salesforce, Box, SnowflakeLP inquiry response
Investor questions answered from the fund's records
Salesforce, Box, MS TeamsClient review prep
Wealth client meetings prepared from the accounts
Salesforce, Box, MS TeamsClient onboarding paperwork
Account opening documents prepared and checked
Salesforce, Box, ServiceNowCapital call notices
Call and distribution notices per investor
NetSuite, Box, SalesforceDispute case handling
Card and payment disputes worked to a decision
Zendesk, Salesforce, ServiceNowMortgage file completeness
Loan files checked against the underwriting conditions
Box, Salesforce, ServiceNowProposal drafting
RFP responses built from past proposals and credentials
Box, Salesforce, MS TeamsAccount planning
Client account plans from relationships and pipeline
Salesforce, MS Teams, BoxMSA and SOW review
Client paper checked against the firm's positions
Box, Salesforce, MS TeamsConflict check
New opportunities screened against current clients
Salesforce, Box, ServiceNowClient feedback synthesis
Engagement feedback turned into practice actions
Salesforce, MS Teams, NotionGo-to-market plan
Segments, channels and the launch plan on one page
Notion, Salesforce, BoxBilling dispute resolution
Disputed charges investigated with the usage record
SAP, Zendesk, SalesforceSupport ticket resolution
Customer tickets answered from the account and the network
Zendesk, Salesforce, ConfluenceWin-back campaign list
Recently churned customers ranked for the next offer
Salesforce, Snowflake, MarketoEnterprise quote preparation
Business quotes priced from the catalog and the sites
Salesforce, SAP, BoxEnterprise SLA credits
Service credits computed from the outage record
SAP, Salesforce, SnowflakeSIM fleet monitoring
Connected-device fleets watched for silence and overage
Snowflake, ServiceNow, SalesforceEnterprise service activation
Business orders tracked from contract to live service
ServiceNow, Salesforce, SAPConstituent casework
Constituent cases opened, routed and followed up
Salesforce, Zendesk, SharePointCase note summarization
Case histories summarized for the next caseworker
Salesforce, Box, MS TeamsCustomer complaint handling
Product complaints investigated and answered
Salesforce, SAP, ServiceNowOrder status inquiries
Customer order questions answered from the system
SAP, Salesforce, ZendeskRFQ response drafting
Quotes built from the drawing, the cost and the capacity
Salesforce, SAP, BoxWarranty claim review
Warranty claims checked against coverage and the failure
SAP, Salesforce, BoxCollections outreach
Overdue invoices chased in the right tone, on time
NetSuite, Salesforce, SlackSecurity questionnaire response
Customer security questionnaires answered from the record
Box, ServiceNow, SalesforceNDA processing
Non-disclosure agreements turned around on the standard form
Box, Salesforce, SlackPipeline hygiene
Stale deals, missing fields and slipped dates fixed weekly
Salesforce, Slack, SnowflakeCall summary to CRM
Sales calls summarized and logged with the next steps
Gong, Salesforce, SlackRenewal risk review
Accounts up for renewal scored on usage and support
Salesforce, Zendesk, SnowflakeOnboarding milestone tracking
New customers tracked to first value on the plan
Salesforce, Asana, SlackLead routing
Inbound leads qualified and assigned in minutes
HubSpot, Salesforce, SlackFNOL intake
New claims captured complete and assigned within the hour
Salesforce, ServiceNow, BoxClaim file summary
The claim's facts, coverage and reserves on one page
Box, Salesforce, SnowflakeCoverage determination
Coverage analyzed against the policy, letter drafted
Box, Salesforce, ServiceNowSubrogation recovery
Recovery opportunities found and the demand drafted
Box, Salesforce, NetSuiteSubmission intake
Broker submissions cleared and set up for the underwriter
Salesforce, Box, ServiceNowUnderwriting file prep
The risk summarized with the loss history and the exposures
Box, Salesforce, SnowflakeQuote rating checks
Quotes checked against the rating plan before release
SAP, Salesforce, SnowflakeRenewal processing
Renewals prepared with the changes since last term
SAP, Salesforce, BoxAgent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforcePolicyholder inquiry handling
Policyholder questions answered from the policy record
Zendesk, Salesforce, ConfluenceRFP response drafting
Outsourcing proposals drafted from the service catalog
Box, Salesforce, SharePointClient escalation handling
Client escalations answered with the root cause and the fix
Salesforce, ServiceNow, MS TeamsDeath claim processing
Life claims verified and paid to the right beneficiary
Box, Salesforce, SAPSales contract turnaround
Customer agreements reviewed within the quarter's clock
Salesforce, Box, SlackTrademark watch
New filings that conflict with the marks, reviewed weekly
Box, Notion, Salesforce
Ready to connect Salesforce?
Connect it from the workspace in a few minutes, or ask us to set it up with your team.