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OpenAI + Salesforce Integration

Connect Salesforce with OpenAI, Claude or Azure OpenAI to power record summaries, scoring, email drafting and CRM automation.

Built for practical CRM workflows

AI Engine keeps the experience close to Salesforce users, admins and business teams.

Multi-provider support

Use OpenAI, Claude or Azure OpenAI depending on your security and cost preferences.

Salesforce-native setup

Configure provider, model, prompts and available objects from the Salesforce admin experience.

Works with CRM data

Use record fields and related data to generate summaries, insights and next actions.

Built for practical workflows

Focus on sales and service productivity rather than disconnected AI experiments.

AI inside Salesforce, not another tab

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.

Common questions

Can we use Azure OpenAI?
Yes. AI Engine is designed to support Azure OpenAI alongside OpenAI and Claude.
Do users need to leave Salesforce?
No. The goal is to keep AI workflows directly inside Salesforce.

How it works, step by step

  1. Connect your AI provider

    Create the External Credential and Named Credential for OpenAI, Anthropic or Azure OpenAI, and link them to AI Engine in the Org Profile.

  2. Supported providers and models

    The AI providers AI Engine connects to, the API each one uses, the models offered in the Org Profile, and how the fast model is used.

  3. Choosing a provider for compliance

    How OpenAI, Anthropic and Azure OpenAI differ for data residency, contracts and web search when you use them with AI Engine.

From the TeamCo blog: AI & Agentforce

AI & Agentforce

AI is not eliminating junior Salesforce roles - it is reshaping them

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 more
TeamCo & Friends Foundation

Why don't Polish recruitment processes ask about neurodiversity?

Only 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 more
Salesforce Career & Mentoring

SF Admin Simulator: can you learn Salesforce by playing in the browser?

SF 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 more

Let's talk about AI Engine

Have questions and want to try AI Engine in your organisation? Write to us!

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Talk to the founders

Write directly or book a call.

Łukasz Ciężki
Łukasz Ciężki
Partner
lukasz@teamco.cloud