Clientell
AI Admin for Salesforce
Description
Clientell is an advanced AI agent designed to automate and manage a wide range of Salesforce administration tasks. By allowing users to describe their needs in plain English, it rapidly builds, tests, and deploys flows, manages data quality, documents org configurations, and handles user permissions—all directly within Salesforce. The solution is trusted by professionals worldwide, delivering rapid results while maintaining robust security and compliance with SOC2, HIPAA, ISO, and GDPR standards.
Nothing is deployed until user approval is granted, and every action is auditable through detailed logs. With support for unlimited sandboxes and numerous integrations, Clientell streamlines Salesforce operations for admins, developers, revops teams, and large enterprises, saving significant time and reducing operational overhead.
Key Features
- Build Flows: Describe any flow and have it created, tested, and deployed automatically.
- Data Cleanup: Detects and fixes duplicates, formatting issues, missing fields, and bad records.
- Org Documentation: Maps and documents every object, field, flow, and dependency in the Salesforce org.
- User and Permission Management: Handles any changes to access and permissions based on plain language commands.
- AI-powered Ticket Resolution: Resolves admin tickets directly via chat.
- Full Audit Logs: Every deployment is logged for easy review and compliance.
- Deploy from Sandbox to Production: Enables seamless, AI-assisted deployments between environments.
- Integrations: Connects with Jira, Slack, Google Drive, and supports 100+ integrations.
- Custom Prompts and Knowledge Base: Personalize agents with business-specific workflows and processes.
- Unlimited Sandboxes: Supports work across multiple sandbox environments with no usage restrictions.
Use Cases
- Automating the creation and deployment of Salesforce flows
- Cleaning and improving Salesforce data quality
- Documenting Salesforce org structure and dependencies
- Managing user access and permission updates
- Automating resolution of Salesforce admin tickets
- Accelerating Salesforce implementation and migration
- Compressing project delivery timelines for Salesforce consultants
- Reducing backlog and operational drag for RevOps and IT teams
Frequently Asked Questions
Do I need Data Cloud or Agentforce to use Clientell?
No, Clientell does not require Data Cloud or Agentforce for use.
Do I need a credit card to start the free trial?
No credit card is required to start the 14-day free trial.
How is Clientell different from ChatGPT?
Clientell executes Salesforce tasks directly in your org based on your instructions, rather than just providing step-by-step guidance.
What about data security?
Clientell is built with strict data privacy and security standards, including SOC2, HIPAA, ISO27001, and GDPR compliance.
Can you build custom agents for my business?
Yes, Clientell supports building and personalizing agents using your business-specific knowledge base.
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