Salesforce
Quickly find information across Salesforce and notify employees when records need their attention.
Chat to Salesforce App Details
Use a conversational AI interface to find insights and data from Salesforce.
Look up Salesforce data
Leverage the AI Assistant to find Salesforce information across Accounts, Opportunities, Contacts, and Contracts. Here is a sampling of questions you could ask:
How many opportunities are expected to close this quarter?
Do we have any sales opportunities in contract review?
What is the renewal date for ACME Corp?
What is the contact information for Rebecca Silver?
Who is the main contact for ACME Corp?
Customize your AI Assistant and Build Agents with Builder
Rapidly build and customize conversational AI experiences for any use case leveraging Workgrid’s low-code/no-code builder, 50+ pre-built app templates, and hundreds of data source connectors.
Workgrid's AI Assistant can be customized to meet your organization's needs. Do you have a specific use case in mind? Build new workflows and connect knowledge sources for your AI Assistant without relying on traditional pro-code development or costly professional services.
![[asset] IT-Workshop-Use-Cases](https://images.ctfassets.net/z7p73u8c0thn/3Y8ra5SP3i8snEcROy25Hh/d2ebdaf7c75031a6b63a6ebb7af6c0f0/IT-Workshop-Use-Cases.png?w=1800&h=1800&q=25&fm=webp&bg=transparent)