Workforce AI + Salesforce
Let your AI employees work in Salesforce.
Connect the account once. Then give your employees a real job using the records, messages, files, or activity already in Salesforce.
200 Salesforce actions available.
Useful work
Start with a job you already do.
Pick one repeatable piece of work. Check the first result. Keep it when it saves you a step.
Show every open deal with its next step.
Create the follow-up work for the right owner.
Bring recent account activity into a meeting brief.
Try this first
A clear instruction gets a useful result.
In Salesforce, find the work that needs my attention. Show me the record and who owns it. Tell me the next action. Prepare the update for me to review.
Available actions
What your employees can use.
The complete guide lists every action. These are a few of the jobs available now.
- Add contact to campaign
- Add lead to campaign
- Add opportunity line item
- Create account
- Create a record
- Create bulk ingest job
- Create bulk query job
- Create campaign
Setup
Connect it in the dashboard.
- 1
Open Integrations in Workforce AI.
- 2
Choose Salesforce and select Connect.
- 3
Complete the sign-in or account details on screen.
- 4
Open Chat and give an employee one Salesforce job.
Questions
Before you connect Salesforce.
What can Workforce AI do with Salesforce?
Salesforce has 200 available actions in Workforce AI. Your AI employees can use the actions that fit the job you give them.
How do I connect Salesforce?
Open Integrations in the Workforce AI dashboard, choose Salesforce, and complete the sign-in or account details shown on screen.
Can Salesforce be used in a scheduled task?
Yes. Test the instruction in chat first. When the result is right, save the same job as a scheduled task.
Salesforce + Workforce AI
Put Salesforce to work.
Connect your account, give your AI employees one job, and check the result.
Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
