Sanaf AI
Start free
CRM

Salesforce, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Salesforce account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Signs in to your account
  • 63 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Salesforce is

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

You sign in with your own Salesforce account, the same way you already do. We never see or hold your password.

It can also be told by Salesforce when something happens, rather than only doing things when you ask.

How a run works

One message in, the work done in Salesforce.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Salesforce. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Salesforce account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

63 tools it already has

What it can do in Salesforce

These are the ready-made tools your AI employee already has in Salesforce. It is not limited to them, but it never has to be taught these.

  • Add contact to campaignAdds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
  • Add lead to campaignAdds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
  • Add product to opportunityAdds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
  • Apply lead assignment rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
  • Associate contact to accountAssociates a contact with an account by updating the contact's accountid field.
  • Clone opportunity with productsClones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
  • Clone recordCreates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
  • Complete taskMarks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
  • Create accountCreates a new account in salesforce with the specified information.
  • Create campaignCreates a new campaign in salesforce with the specified information.
  • Create contactCreates a new contact in salesforce with the specified information.
  • Create leadCreates a new lead in salesforce with the specified information.
  • Create noteCreates a new note attached to a salesforce record with the specified title and content.
  • Create opportunityCreates a new opportunity in salesforce with the specified information.
  • Create taskCreates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
  • Delete accountPermanently deletes an account from salesforce. this action cannot be undone.
  • Delete campaignPermanently deletes a campaign from salesforce. this action cannot be undone.
  • Delete contactPermanently deletes a contact from salesforce. this action cannot be undone.
  • Delete leadPermanently deletes a lead from salesforce. this action cannot be undone.
  • Delete notePermanently deletes a note from salesforce. this action cannot be undone.
  • Delete opportunityPermanently deletes an opportunity from salesforce. this action cannot be undone.
  • Get accountRetrieves a specific account by id from salesforce, returning all available fields.
  • Get campaignRetrieves a specific campaign by id from salesforce, returning all available fields.
  • Get contactRetrieves a specific contact by id from salesforce, returning all available fields.
  • Get dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.
  • Get leadRetrieves a specific lead by id from salesforce, returning all available fields.
  • Get noteRetrieves a specific note by id from salesforce, returning all available fields.
  • Get opportunityRetrieves a specific opportunity by id from salesforce, returning all available fields.
  • Get report instance resultsGets the results of a report instance created by running a report. check status to see if report has completed.
  • Get report metadataGets detailed metadata for a specific report including its structure, columns, filters, and groupings.
  • Get user infoRetrieves information about the current user or a specific user in salesforce.
  • List accountsLists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
  • List campaignsLists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
  • List contactsLists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
  • List dashboardsLists all dashboards available in salesforce with basic metadata including name, id, and urls.
  • List email templatesLists available email templates in salesforce with filtering and search capabilities.
  • List leadsLists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
  • List notesLists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
  • List opportunitiesLists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
  • List reportsLists all reports available in salesforce with basic metadata including name, id, and urls.
  • Log callLogs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.
  • Log email activityCreates an emailmessage record to log email activity in salesforce, associating it with related records.
  • Mass transfer ownershipTransfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.
  • Remove from campaignRemoves a lead or contact from a campaign by deleting the campaignmember record. provide either the member id (lead/contact id) or the specific campaign member id.
  • Run reportRuns a report and returns the results. creates a report instance that can be checked for completion.
  • Run SOQL queryExecutes a soql query against salesforce data. returns records matching the query with pagination support.
  • Search accountsSearch for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
  • Search campaignsSearch for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
  • Search contactsSearch for salesforce contacts using multiple criteria like name, email, phone, account, or title.
  • Search leadsSearch for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
  • Search notesSearch for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
  • Search opportunitiesSearch for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
  • Search tasksSearch for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
  • Send emailSends an email through salesforce with options for recipients, attachments, and activity logging.
  • Send email from templateSends an email using a predefined salesforce email template with merge field support.
  • Send mass emailSends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.
  • Update accountUpdates an existing account in salesforce with the specified changes. only provided fields will be updated.
  • Update campaignUpdates an existing campaign in salesforce with the specified changes. only provided fields will be updated.
  • Update contactUpdates an existing contact in salesforce with the specified changes. only provided fields will be updated.
  • Update leadUpdates an existing lead in salesforce with the specified changes. only provided fields will be updated.
  • Update noteUpdates an existing note in salesforce with the specified changes. only provided fields will be updated.
  • Update opportunityUpdates an existing opportunity in salesforce with the specified changes. only provided fields will be updated.
  • Update taskUpdates an existing task in salesforce with new information. only provided fields will be updated.
7 things it can watch for

What Salesforce can tell it about

It does not only wait to be asked. These are the things Salesforce can tell your AI employee about the moment they happen, so it can act without anyone noticing first.

  • Account Created or UpdatedAn Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
  • Contact UpdatedAn existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
  • New Contact TriggerA new Contact is Created in Salesforce.
  • New Lead TriggerA new Lead is created in Salesforce.
  • New or Updated OpportunityA Salesforce Opportunity is created or updated.
  • Record Updated (Generic SObject)Monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModst
  • Task Created or CompletedA Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
The jobs Sanaf takes in it, and what it does

These are the jobs Sanaf would hold, signed in to your Salesforce account.

  • AI Sales Coordinator

    Sanaf, on this job

    • Updates opportunities and keeps stages honest
    • Drafts quotes from your price book

  • AI Business Analyst

    Sanaf, on this job

    • Reads the pipeline and tells you what actually changed
    • Flags a deal that has gone quiet before the forecast

  • AI Sales Operations Specialist

    Sanaf, on this job

    • Chases missing next steps, close dates and notes
    • Keeps stages, fields and sequences consistent
Things you could ask, as written

You do not learn a new screen. You type this in Slack or Teams.

  • @Sanaf clean up the pipeline before the forecast call.

  • @Sanaf what changed in the pipeline this week and why?

  • @Sanaf draft the quote for the Fletcher job from my notes.

Access, and who is in charge of it

You stay the boss of your Salesforce account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Salesforce account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Salesforce is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Salesforce and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Salesforce

Can an AI employee really work inside Salesforce?
Yes. It signs in to your own Salesforce account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Salesforce?
No. Nothing moves and nothing is replaced. Your records stay in Salesforce, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Salesforce account?
You sign in with your own Salesforce account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Salesforce?
It has 63 ready-made tools in Salesforce today, among them Add contact to campaign, Add lead to campaign and Add product to opportunity. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Salesforce and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Salesforce and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Salesforce?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Salesforce is written down with what it did and when.