CRM & Sales

Salesforce
AI Assistant

Get a Salesforce AI assistant that lives in Slack. Ask questions, get summaries, and handle Salesforce tasks — without leaving your workflow.

Get started →How it works

$350/mo · Set up in 5 minutes · Cancel anytime

Agents

Cody

Orchestrator

Connected to Salesforce

Pulled pipeline summary from Salesforce →

Salesforce Agent

by Cody · Active in Slack

PipelineLeadsReports

Salesforce agent deployed

Start using agent

$350/mo · Set up in 5 minutes · Cancel anytime

Answers questionsSurfaces insightsDrafts updatesMonitors changesSummarises dataSpots problems

Use cases

What Cody does with Salesforce

Real tasks your team can delegate to Cody — no setup beyond connecting Salesforce.

Pipeline copilot

Ask an AI assistant to summarise open deals in Salesforce, flag stalled opportunities, and suggest the next best action for each rep.

Call and email memory

Turn messy notes, email threads, and meeting transcripts into structured CRM updates inside Salesforce — with owners, risks, and follow-ups clearly captured.

Exec-ready reporting

Generate a weekly revenue digest from Salesforce: new pipeline, slipped deals, forecast risk, and what changed since last week.

Examples

Ask Cody anything about Salesforce

Type these directly in Slack — Cody handles the rest.

@codyWhich deals haven't had activity in 2 weeks?

@codySummarise what happened with [Company] this month

@codyDraft a follow-up email for the stalled [Company] deal

@codyWhich new leads came in this week and what's the priority?

Setup

Salesforce AI assistant
in 3 steps

No technical skills needed. Cody connects to Salesforce and starts working in minutes.

Create your Cody account

Connect your Slack workspace

One click to add Cody to Slack. It gets its own dedicated server.

Start asking about Salesforce

Mention @cody in any channel or DM. Ask about Salesforce data, request summaries, or delegate tasks — Cody replies in seconds.

Get started →

< 5 min

Average setup time

24 / 7

Always available

Slack

Works where you work

$350

Per month, all-in

About the tool

About Salesforce

Salesforce has excellent API coverage, but it's also the most complex CRM integration you'll attempt. Connected App setup, OAuth, SOQL queries, and governor limits all require careful handling.

Common
questions

What can Cody actually do with Salesforce?

Cody can answer questions about your Salesforce data, summarise records, surface trends, draft content or updates, and flag issues — all inside Slack. It works as a conversational layer on top of Salesforce, so your team gets answers without switching tabs or learning new dashboards.

Does Cody replace Salesforce?

No. Cody is an assistant layer that sits on top of Salesforce. It makes Salesforce easier to use for the whole team by letting people ask questions and get useful answers in natural language, without needing to be power users of the tool itself.

How long does it take to set up?

Under 5 minutes. You subscribe, connect your Slack workspace, and Cody spins up its own dedicated server. There's no complex configuration required to get started.

Is my Salesforce data safe?

Yes. Every Cody customer gets a private, dedicated EC2 instance — your data is never on shared infrastructure. Credentials are encrypted at rest using AES-256-GCM, and your data never trains any model.

Can I use Cody with Salesforce and other tools at the same time?

Yes. Cody can work across multiple tools simultaneously. If your team uses Salesforce alongside other platforms, Cody can answer questions that span multiple systems and pull context from wherever it's relevant.

Get started today

Salesforce AI assistant
in your Slack

Cody has Salesforce integration built in. Query opportunities, accounts, and forecasts from Slack without Connected Apps, SOQL, or governor limit worries.