A Salesforce AI Agent That Takes The Admin Work Off Your Reps
Your reps sell; your agent keeps Salesforce honest. It logs what customers said, fixes stale close dates before the forecast call and has a brief ready before every meeting.
From $10/month 30 days free No credit card
What Your Agent Does In Salesforce
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Update Opportunities After Each Call
Tell your agent what the customer said in your own words. It logs the call on the account, fills in the next step and changes the stage or close date on the opportunity.
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Clean Up The Pipeline Before Forecasts
Before your forecast call, your agent finds opportunities with past close dates, no next step or weeks in one stage. You get a list by owner, and it fixes each one you approve.
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Prep You For Customer Meetings
Ahead of a meeting, your agent pulls the account’s open opportunities, contact roles, recent activity and any open support cases into a one-page brief.
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Draft Follow-Up Emails From The Record
Your agent writes the recap and next steps from the opportunity history and your call notes. It waits as a draft until you read it and say send.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Salesforce for you, with your own login, and reports back in the thread.
- Just talked to Priya at Northwind. They want to start in March, not January. Update the opp.
- Which of my deals are past their close date?
- I meet Dan from Acme tomorrow at 10. Give me the rundown.
- Write Lisa a follow-up with the pricing we discussed. I’ll check it first.
- Move the Brightline renewal to Negotiation and add a task to send the contract Friday.
Use Salesforce With Octopus Prime
- Open Settings › Connections, choose Salesforce and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Salesforce for you without ever seeing your password.
- Choose which agents can use Salesforce: just yours, one project’s or the whole company’s. You approve what matters.
How Salesforce Work Flows Into Octopus Prime
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Calls Turn Into Opportunity Updates
After a call in Octopus Prime, the transcript and summary are ready, and your agent turns them into the Salesforce note, next step and stage change for you to approve.
Calls -
A Brief For Every Customer Meeting
Invite your agent to the customer meeting on your calendar, and the Salesforce brief is waiting in the project chat before you join.
Calendar -
Pipeline Cleanup Every Monday
Every Monday morning your agent reviews the pipeline for old close dates and missing next steps, so the list is ready before the forecast call.
Scheduled Work
Questions About Salesforce And Your Agents
Which Salesforce login should I connect?
Your own. The agent works as your Salesforce user, so it sees and changes only what your profile and permission sets allow. Salesforce licenses are for one named person, so each teammate connects their own login.
Will it change our forecast on its own?
No. When it finds an opportunity with an old close date or a missing next step, it suggests the fix and tells you who owns it. Nothing is re-dated, closed or moved until you approve.
Can it send mass emails or fill in leads from other websites?
No. Salesforce’s rules don’t allow spam or using its tools to scrape other websites. Your agent writes one email at a time for people you already work with, and you send it.
Does my agent see my Salesforce password?
No. Your Salesforce login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Salesforce, at any time in Settings.
More CRM And Sales Apps
All CRM Apps-
HubSpot
Contacts, deals and follow-ups kept current. -
Pipedrive
A pipeline that updates itself after every call. -
Apollo.io
Tasks, replies and account research handled. -
Attio
Records and lists that update themselves. -
Capsule CRM
Contacts, notes and tasks kept current. -
Close
Leads, calls and follow-ups handled.
Put An Agent To Work In Salesforce. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
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