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Secure AI for Salesforce

Use AI inside Salesforce with clear admin control over objects, fields, provider connections and what data can be included in AI prompts.

Built for practical CRM workflows

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

Salesforce permissions respected

Users only work with records and fields they can already access in Salesforce.

Admin-controlled scope

Admins decide which objects, fields and child records AI Engine can use.

Named Credentials

Provider connections use Salesforce Named Credentials so API keys are not exposed in code.

Audit-friendly setup

Keep AI configuration, prompt templates and provider choices transparent for admins and business owners.

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

Does all Salesforce data go to AI?
No. Only configured record context is used, and admins control the scope.
Which providers are supported?
AI Engine supports OpenAI, Claude and Azure OpenAI.

How it works, step by step

  1. How AI Engine handles your data

    Where your Salesforce data goes when someone uses AI Engine, what is stored in your org, and what is not kept.

  2. What is sent to the AI provider

    Feature by feature, the Salesforce data AI Engine includes in requests to OpenAI, Anthropic or Azure OpenAI, and what stays in your org.

  3. PII masking

    How AI Engine replaces personal data with placeholders before a request leaves Salesforce, what is masked, and how to configure it.

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

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Łukasz Ciężki
Łukasz Ciężki
Partner
lukasz@teamco.cloud