Give Salesforce users a practical AI assistant for summaries, questions, insights and follow-up actions directly inside the CRM.
AI Engine keeps the experience close to Salesforce users, admins and business teams.
Summarize Leads, Accounts, Opportunities, Cases or custom objects with highlights, risks, missing data and suggested actions.
Ask questions about Salesforce data in plain English and get useful answers without leaving the record page.
Turn messy CRM data into concrete follow-up tasks, qualification questions and manager-ready summaries.
Use record fields and related child records to create answers specific to each customer or opportunity.
Use approved Salesforce context, configurable prompt templates and your preferred AI provider to support everyday sales and service work.
Admin-led setup Designed for Salesforce admins and business systems teams, with clear configuration instead of hard-coded one-off automations.
OpenAI, Claude, Azure OpenAI Choose the provider that fits your security, compliance and cost requirements.
Works with custom CRM processes Use standard and custom Salesforce objects, fields and child records depending on your use case.
Ask questions about your Salesforce data in plain language and get the answer as text, a table, cards or a chart.
How the Sales Agent shows results, how to open records, choose columns, load all rows and work with charts.
The complete setup sequence for AI Engine after installation, from permission sets to the first test, with links to the detailed steps.
The share of juniors in the Polish Salesforce ecosystem dropped from 13.66% to 5.85%. AI is absorbing entry-level tasks, but this isn't the end of junior roles - it's a transformation.
August 10, 2026Read moreOnly 19.7% of neurodivergent people in the Polish Salesforce ecosystem feel fully comfortable disclosing it. Igor Leleń, a Business Analyst with ADHD, explains how American recruitment differs from Polish.
August 6, 2026Read moreSF Admin Simulator is a free browser game for learning Salesforce admin work, built by Łukasz Kiwiński. Fundacja TeamCo & Friends highlights it as an initiative that answers a real market problem: the disappearance of entry-level tasks.
July 31, 2026Read moreHave questions and want to try AI Engine in your organisation? Write to us!
