Salesforce Automation with AI
AI-assisted qualification, routing and follow-up for Salesforce sales teams.
Salesforce rewards discipline. We map objects and fields first, then automate the smallest useful action, with profiles and permissions tested before anything touches production.
What we build with Salesforce
Lead routing
Match inbound leads to the right owner using territory, industry and account rules.
Opportunity follow-up
Create tasks and reminders based on stage, inactivity and close date.
Data quality
Validate required fields before a record moves stage, and flag incomplete accounts.
How we work
We start with one workflow, connect it in a staging environment, test failure paths and only then move to production. Credentials stay in your accounts, access is scoped, and everything is documented so your team can operate it.
Guardrails
Consent, rate limits, retries, duplicate checks and a human escalation path are part of the build, not add-ons. If a step fails, the workflow alerts someone instead of silently dropping the task.
Frequently asked questions
Can you work with our existing account?
Yes. We build inside your account where possible, with scoped access. You keep ownership of the workspace, credentials and data.
How long does an integration take?
A single workflow typically takes two to four weeks including testing. Multi-system builds are split into phases.