Tell your agent what you need in a message or voice note. It can work in Salesforce for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Salesforce agent, follow up on our discussion and make the updates.
Salesforce agent
Done. It’s all in Salesforce.
Automate Workflows with Salesforce
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Salesforce.
Your agent, your control
Choose what your agent can access and how it can act in Salesforce. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Salesforce AI Agent Do?
Find CRM records
Query supported Salesforce standard and custom objects to retrieve the records and fields the connected user can access.
Create records from the chat
Create supported Salesforce records, such as accounts, contacts, opportunities, tasks, or custom objects, when permitted.
Update record details
Change supported fields such as owners, stages, statuses, dates, values, or other record properties.
Work across related records
Retrieve and update supported relationships between records so customer, account, and opportunity context stays connected.
Summarize customer and pipeline activity
Bring supported Salesforce records and recent changes into the conversation as a concise account or pipeline update.
Monitor records that need attention
Run recurring checks for supported overdue, stalled, changed, or otherwise important records and surface them in chat.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Salesforce is a customer relationship management platform used to manage customer data, sales activity, service workflows, and other business records. Its APIs provide access to standard and custom objects, queries, relationships, and record operations, subject to each connected user’s Salesforce permissions.
Connected
