Salesforce, from the conversation.
Ask for the pipeline, log the call, move the stage. Cedric proposes the change in Salesforce and waits for your yes.
100K credits ($50) on sign up. No card needed.
- Salesforce is where the truth about customers lives, and where nobody wants to type.
- Ask in plain words: the open deals closing this quarter, everything on one account, the cases still waiting.
- After a call, Cedric drafts the update: stage, amount, close date, the note, the next task, and asks before saving.
- Every change to a live record waits for your yes. Reading never needs one.
- Cedric sees only what the connected user can see. Salesforce's own permissions stay in charge.
What can a Salesforce AI agent do?
Most of what a team wants from Salesforce is a question: what is open, what moved, who owns it, what happened last time we spoke. A Salesforce AI agent answers those from the conversation. Cedric searches across accounts, contacts, leads and any other object by keyword or criteria, pulls the full record with the custom fields your org added, and runs the structured queries a report needs, such as every open opportunity closing this quarter or every case untouched for a week.
The other half is keeping the record true after the work happens. Cedric creates leads, contacts, opportunities, tasks and cases, updates a stage, an amount, a close date or a case status, logs the call, adds the note, attaches the file and posts to the record's feed. Each change comes back as a proposal first, so the CRM stays accurate without anyone typing into it after every call. That is the CRM automation most sales teams ask for first.
He works from Salesforce's own shape. Cedric can inspect which objects and fields exist, which are required and what a picklist allows, so a proposed update fits your org rather than a generic one. Access is exactly the connected user's access, and Salesforce's daily API limits apply as they would to any integration.
After the call
The deal moved, and the record knows it.
Priya Nair9:14 AM
@Cedric we just finished with Lumen Health. Move the deal to Proposal, close date end of October, and log the call: they want the SSO add-on priced separately.
CedricAPP9:15 AM
Found it: opportunity "Lumen Health, 40 seats", stage Qualification, CHF 28,800, owner you. Proposed: stage to Proposal, close date to 31 October, the call logged with your note, and a task for Thursday: send the SSO pricing. Amount unchanged; say so if it should move.
Looked up
Accounts, contacts, leads, deals and cases, by keyword or criteria, with every custom field your org added.
Updated
Stage, amount, close date, case status, a logged call, a note, a task: proposed first, saved on your yes.
Reported
Structured queries in plain words: open deals closing this quarter, cases older than a week, leads untouched for a month.
Connect Salesforce in a minute
No setup project, no workflow builder, no field mapping. The flow is the same for every tool Cedric connects to.
- 01
Install Cedric where your team talks
One click. He joins your Slack like any other member, and everyone shares the same Cedric.
- 02
Connect Salesforce from the dashboard
Open the Integrations page, pick Salesforce and sign in on its own sign-in screen. Cedric never sees or stores your password, and you can revoke the connection in one click at any time.
Pick Read-only when you connect if you only want him reading. You can switch it later.
- 03
Ask in plain words
Back in the channel, try it: "what moved in the pipeline this week?" You describe the outcome; Cedric picks the Salesforce actions the ask needs. There is nothing to configure.
Connect for the whole workspace so the team shares it, or keep the connection personal. Two accounts are fine too; each gets a short name.
- 04
Let it become routine
Schedule the recurring version of the ask, and let Cedric fold Salesforce into bigger jobs that cross your other tools. Anything that would leave your workspace still comes back as a preview to approve first.
Better in company
The call happens in Google Meet and the follow-up goes out through Gmail; the Salesforce update is the middle of that chain. Ask Cedric to join the call, and the notes, the record and the follow-up come from one conversation.
Numbers that live in Salesforce and in Google Sheets can be reconciled in one ask: the pipeline against the forecast sheet, with the differences named. The weekly report can pull from both without anyone exporting.
Worth knowing
Salesforce comes from Cedric's catalog of 3,200+ apps. He works from what the Salesforce connection can read and do, the same list its card shows in your dashboard.
Salesforce's own limits apply. Daily API call limits are Salesforce's, and a very large query is paged rather than pulled in one go.
Deleting or restoring records is a deliberate act. Cedric can do both, and asks every time. Nothing is deleted on a hunch.
The Salesforce connection sets the scope. Cedric sees what it grants. Access is logged, and you can revoke it from the dashboard at any time.
Nothing sends itself. An email, a post, a change to a record: anything with consequences comes back as a preview for a person to approve.
FAQ
Yes. Salesforce is one of the 3,200+ apps in Cedric's catalog. Connect it once from the dashboard, on Salesforce's own sign-in screen, and ask in plain words. Cedric picks the actions an ask needs from what the connection can read and do, with no fields to map.
No. Your flows keep running. Cedric works on top of them: he reads, proposes and saves records the way a colleague with the right permissions would, and your validation rules still apply to every save.
No. The connection acts as the user who connected it, so Cedric sees exactly what that user sees in Salesforce, and no more. Connect it for the team and everyone shares that view; keep it personal and only you do.
Connect it for the whole workspace and everyone shares it, with one person authorising once. A connection you would rather not share, a personal inbox for instance, can stay personal to you.
Yes. Pick Read-only when you connect, or switch it later on the Integrations page. With write access, anything that changes or sends still waits for an approval.
Every workspace starts with 100,000 free credits (worth $50) on sign-up, no card. Plans start at $19 a month for the whole team, no seats. Each task uses credits in proportion to the work. See pricing.
Works well with Salesforce
PipedriveDeals found, moved, marked won and followed up from the thread, on your yes.
Zoho CRMLeads, deals and activities looked up, logged and converted from the thread, on your yes.
CloseLeads found, activity read, opportunities moved and follow-ups queued, on your yes.
ApolloProspects searched, records enriched, sequences and deals managed from the thread, on your yes.
AttioPeople, companies and deals looked up and updated from the thread, on your yes.
HubSpotLooks up contacts, companies and deals, keeps them current, reports on the pipeline.
Connect Salesforce in a minute.
Ask for the pipeline, then see the update he proposes after your next call.
100K credits ($50) on sign up. No card needed.