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.
$50 in free credits when you 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.
It 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. It joins your Slack like any other member, and everyone shares the same Cedric.
- 02
Connect Salesforce from the dashboard
Open the Integrations page and sign in with Salesforce on its own screen. Cedric never sees or stores your password, and you can revoke the connection in one click at any time.
A fresh connection can look but not touch: read-only until you say otherwise.
- 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.
Where the limits are
Salesforce is a catalog connection, not a built-in playbook. Cedric works from what the Salesforce connection can read and do; ask in plain words and it says what it can reach there, and what it cannot.
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.
Cedric sees what the Salesforce connection grants and nothing more. Access is scoped, logged, and revocable from the dashboard, effective immediately.
Nothing sends itself. An email, a post, a change to a record: anything with consequences comes back as a preview for a human yes. That is the design, not a beta caveat.
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. There is no built-in playbook for it, so Cedric works from what the connection can read and do, and tells you when something is out of reach.
No. Your flows keep running. Cedric works on top of them: it 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, and it starts that way: a fresh connection can look but not touch until you say otherwise. Even with write access granted, anything that changes or sends waits for an approval.
Every workspace starts with $50 in credits, free, no card. Each task consumes credits in proportion to the work involved. See pricing for the plans.
Connect Salesforce in a minute.
Ask for the pipeline, then see the update it proposes after your next call.
100K credits ($50) on sign up. No card needed.