User & Access Management
Provision users and manage profiles, permission sets, role hierarchy, and sharing rules. Configure login policies, session settings, and IP restrictions. Handle day-to-day access requests and password resets.
AI-Powered Salesforce Operation
Our AI handles routine administration, user requests, data quality, and reporting across Sales Cloud and Service Cloud — so your admins can focus on the work that actually moves the business.
What it does
AI-Powered Salesforce Operation installs as a lightweight package in your org and handles the daily administration, configuration, and user-support work that fills an admin's queue.
Users submit requests from a Lightning Utility Bar; the agent triages, executes approved work, and keeps a full audit trail. Significant changes go to a senior admin's approval queue.
Capabilities
Across Sales Cloud, Service Cloud, and Platform — the kinds of work your admins do every day.
Provision users and manage profiles, permission sets, role hierarchy, and sharing rules. Configure login policies, session settings, and IP restrictions. Handle day-to-day access requests and password resets.
Create and modify custom objects, fields, relationships, record types, and Lightning record pages. Build formula fields, rollups, and cross-object formulas. Manage picklists, custom metadata, and settings.
Build and maintain Flows — screen, record-triggered, scheduled, and autolaunched. Create validation rules, approval processes, and email alerts. Monitor failed automations and debug errors.
Configure leads, opportunities, sales processes, and forecast categories. Set up products, price books, activities, and quote templates. Manage territories and build sales reports and dashboards.
Configure case assignment, escalation, and auto-response rules. Manage support processes, knowledge base, Omni-Channel routing, entitlements, and SLA tracking. Build service console layouts.
Manage imports and exports, duplicate and matching rules, and entry-level validation. Monitor and clean data quality issues, run mass updates, and oversee storage usage and archival strategies.
Build custom report types in matrix, summary, tabular, and joined formats. Create dynamic dashboards with filters and scheduled refresh. Manage folders, subscriptions, and snapshot reports.
Configure field-level security, OWD, and sharing rules. Set up login IP ranges and session security. Monitor Setup Audit Trail, encryption, and PDPA/GDPR compliance through consent tracking.
Let's talk
Book a short walkthrough. We'll review your current admin workload and show how the agent would operate in your environment — no commitment.