Integration · crm

AI agents that deploy inside Salesforce.

Enterprise CRM and service cloud.

Salesforce Inc. website ↗Developer docs ↗

Agents that run on Salesforce

9 roles

Required · High
Sales Support Specialist
Sales · Increase Revenue
Handle deal-support work end-to-end — first-pass proposals, call summaries, pre-meeting briefs, deal-desk intake — with CRM-grade logs and AE review.
Recommended · High
Lifecycle Marketing Specialist
Marketing · Increase Revenue
Run the lifecycle motion end-to-end — email campaign drafts, social scheduling, event-to-pipeline tracking, competitive-intel surfacing — with marketer review on the edge.
Required · Medium
Sales Development Representative
Sales · Increase Revenue
Qualify inbound leads and demo requests against ICP rules, route them with context, and protect the best opportunities.
Required · High
Revenue Operations Analyst
RevOps · Increase Revenue
Run CRM hygiene, forecast confidence scoring, commission reconciliation, and pipeline reporting on a continuous basis.
Required · High
Customer Success Manager
Customer Success · Reduce Risk
Hold continuous account health across the book — onboarding milestones, health scoring, renewal-risk signal, expansion opportunity, QBR assembly, advocacy coordination.
Recommended · High
Senior Support Specialist
Support · Reduce Risk
Handle tier-2 cases end-to-end — SLA protection, de-escalation, policy interpretation — with full context logged back to the ticket.
Recommended · High
Financial Planning Analyst
Finance · Reduce Risk
Produce forecasts, variance analysis, rev-rec schedules, and monthly reports — with KPI commentary drafted in the team voice and CFO review on the edge.
Optional · High
Support Agent
Support · Improve Service
Handle first-line customer support at scale — triage, resolve, escalate — across categories, channels, and languages.
Recommended · Medium
AR Specialist
Finance · Move Faster
Handle AR end-to-end — collections follow-up, revenue recovery, dispute triage — with clear escalation for sensitive cases.

Capabilities that add Salesforce

These specific capabilities plug into Salesforce on top of the role's base stack.

Already using Salesforce? Start deployment.

Every role here is anchored to the cost of the equivalent hire and runs inside your existing Salesforce instance.

Browse all agents

AI agents that deploy inside Salesforce.

Agents that run on Salesforce

Sales Support Specialist

Lifecycle Marketing Specialist

Sales Development Representative

Revenue Operations Analyst

Customer Success Manager

Senior Support Specialist

Financial Planning Analyst

Support Agent

AR Specialist

Capabilities that add Salesforce

Already using Salesforce? Start deployment.