Pipeline check
"What deals are closing this month and which look at risk?"
Agent queries open opportunities with close dates this month, checks stage and last activity, and flags the ones that have gone quiet.
Salesforce Integration
AI agents for Salesforce. Ask your pipeline anything.
Connect Salesforce to renlyAI and stop clicking through reports. Your AI agent queries accounts, opportunities, contacts, and leads in plain English, drafts updates and follow-ups, and shows you an approval card before anything writes back.
Why renlyAI for Salesforce
Your reps live in Salesforce. They should not have to think like it.
Salesforce holds the answer to almost every revenue question. Getting it out means building a report, remembering a filter, or pinging ops. renlyAI lets anyone on the team ask the question directly and get the answer, with the records behind it.
What it does
Six things you can ask today.
Every example is grounded in tools shipped in renlyAI's Salesforce connector. Available now on Pro and above.
Account research
"Brief me on the Acme account before my 2pm call."
Agent pulls the account, its open opportunities, recent cases, key contacts, and last activity, then writes a one-page brief.
Log a call and next steps
"Log my call with Acme. They want pricing by Friday. Move the deal to Proposal."
Agent drafts the activity record and the stage change, shows you both on approval cards. Nothing updates until you approve.
Run a report
"Run the Q2 Won Deals report and tell me the trend."
Agent executes the Salesforce report by ID and explains the numbers, win rate, average deal size, and movement against last quarter.
Find stale leads
"Which leads have had no activity in 30 days?"
Agent runs a SOQL query across leads, filters by last activity date, and lists them by owner so each rep knows what to chase.
Draft a follow-up
"Draft a follow-up email to the Acme champion recapping the demo."
Agent uses the account and contact context to write the email, then sends it through Outlook or Google Workspace after your approval.
Under the hood
Every Salesforce tool the agent has.
No black box. The agent discovers your schema before it queries, so it works with custom objects and fields. Writes go through approval cards.
salesforce_describe_objectDiscover object schema, fields, picklistssalesforce_query_recordsRun SOQL queriessalesforce_search_recordsGlobal text search across objects (SOSL)salesforce_get_recordGet a single record by IDsalesforce_get_related_recordsGet child records (Account contacts, etc.)salesforce_create_recordCreate a record (approval required)salesforce_update_recordUpdate record fields (approval required)salesforce_run_reportExecute a Salesforce report by IDsalesforce_composite_requestBatch up to 25 operationsGovernance, not a free-for-all.
Letting AI touch your CRM should not mean giving it a blank cheque. renlyAI keeps a human in the loop on every change.
- Every create, update, or delete shows an approval card with the exact record changes before it posts.
- Every action is logged to the audit trail with timestamp, agent, user, and the Salesforce response.
- The agent reads your real schema first, so it never writes to a field that does not exist.
- Org-level kill switch halts all agent activity instantly.
- Per-organisation isolation. Your Salesforce data is never visible to another renlyAI customer.
FAQ
Common questions.
Does renlyAI write to Salesforce or only read?
Both. The agent reads records freely. Every write, create, update, or delete, goes through an approval card. You see the exact record changes before anything posts to Salesforce.
Does it work with custom objects and fields?
Yes. The agent calls describe_object first to discover your org's exact schema, including custom objects and fields. It never assumes field names, so it works with heavily customised orgs.
Can it run Salesforce reports?
Yes. The agent can execute existing Salesforce reports by ID and explain the results in plain English. It can also run SOQL and SOSL queries directly.
Which Salesforce editions are supported?
Any Salesforce edition with API access. The connector uses the standard Salesforce REST and SOQL APIs.
Is this a replacement for Salesforce?
No. renlyAI sits on top of Salesforce. Salesforce stays your system of record. renlyAI is the AI layer that queries it, explains it, and drafts updates for your approval.
Give every rep an analyst.
Connect Salesforce in two clicks and let your team ask the questions instead of building the reports. Free plan available with your work email. No credit card.