⚡ AI Engine for Salesforce

Secure AI for Salesforce

Use AI inside Salesforce with clear admin control over objects, fields, provider connections and what data can be included in AI prompts.

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Built for practical CRM workflows

AI Engine keeps the experience close to Salesforce users, admins and business teams.

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Salesforce permissions respected

Users only work with records and fields they can already access in Salesforce.

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Admin-controlled scope

Admins decide which objects, fields and child records AI Engine can use.

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Named Credentials

Provider connections use Salesforce Named Credentials so API keys are not exposed in code.

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Audit-friendly setup

Keep AI configuration, prompt templates and provider choices transparent for admins and business owners.

AI inside Salesforce, not another tab

Use approved Salesforce context, configurable prompt templates and your preferred AI provider to support everyday sales and service work.

Admin-led setup

Designed for Salesforce admins and business systems teams, with clear configuration instead of hard-coded one-off automations.

OpenAI, Claude, Azure OpenAI

Choose the provider that fits your security, compliance and cost requirements.

Works with custom CRM processes

Use standard and custom Salesforce objects, fields and child records depending on your use case.

Common questions

Does all Salesforce data go to AI?

No. Only configured record context is used, and admins control the scope.

Which providers are supported?

AI Engine supports OpenAI, Claude and Azure OpenAI.

More Salesforce AI use cases