AI Teammate for Salesforce
An AI teammate that queries records, analyzes deals, and reports on your Salesforce data.
Your AI teammate for Salesforce runs SOQL queries, reads accounts, contacts, leads, and opportunities. An autonomous AI assistant for sales reporting and CRM data analysis at scale.
Salesforce is only useful when someone's looking at it. A Salesforce AI teammate runs SOQL queries, monitors deal health, and surfaces insights automatically - so sales leaders always have a current picture, not a stale one.
What your AI teammate can do with Salesforce
Read-only actions run automatically. Write actions require your approval.
Read-only actions
execute SOQL query
Run custom Salesforce queries
get account
Read account details and related data
list contacts
Browse and search contacts
list leads
View and filter lead records
list opportunities
Browse deal pipeline and opportunities
list reports
Access Salesforce reports and dashboards
Write actions (require approval)
create lead
Add new leads to Salesforce
update opportunity
Modify deal stages and properties
Example workflows with Salesforce
Real tasks you can run on a schedule or on demand.
Run daily SOQL queries to identify stalled deals and alert account owners
Generate executive dashboards from Salesforce report data
Cross-reference leads between Salesforce and marketing tools
Create weekly win/loss analysis reports from opportunity data
How to connect Salesforce
Sign up
Create a free m8tes account.
Connect Salesforce
Click Connect and complete the OAuth flow or enter your API key.
Create a task
Give your AI teammate a task that uses Salesforce. It handles the rest.
Salesforce AI teammate: FAQ
Common questions about using an AI teammate with Salesforce.
Build an AI teammate for Salesforce
Connect Salesforce to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.
Related integrations
Teams that use Salesforce also connect these.
Start using Salesforce today
Free to start. No credit card required.
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