AI employees that work in Salesforce
An AI employee that keeps opportunities current, prepares pipeline reviews and briefs sellers, with every change approved in Teams or Slack.
Pipeline reviews without the scramble
Before every pipeline review, someone spends hours making Salesforce look right. An AI employee can update opportunity next steps after calls, flag deals missing key fields, and prepare the weekly pipeline summary for the sales director.
It works with the objects and fields your team actually uses, including custom ones, and every update is approved by the seller or sales ops first.
Getting started with Salesforce
Connecting Salesforce is part of setup, not a project of its own. In the first meeting we look at how your team uses Salesforce today, pick the one job that wastes the most time, and agree who will own and approve the AI employee that takes it on.
From there you have two routes. On Platform your team builds its own AI employees after one onboarding call. On Managed, Switch runs a workshop, presents the plan to leadership, builds up to five AI employees, rolls them out and holds weekly implementation calls. You can try it first with a free test alongside a Switch team member.
Example jobs
Job
Works in
Produces
Approved by
Update opportunity next steps after calls
Salesforce
Field updates for review
Seller
Prepare the weekly pipeline review
Salesforce
Pipeline summary
Sales director
Flag deals missing key information
Salesforce
Gap list with owners
Sales ops
See what an AI employee would do for your team.
30 minutes with Switch. We map your first agents with you.
How it works with Switch
Step 1
Agree the plan
Agree the steps, owners and dates together.
Step 2
Map your needs
Understand your workflow, pain points and goals.
Step 3
See it on your work
See a working agent on your own workflow.
Step 4
Business case
Connect the value to cost, revenue and margin.
Step 5
Price and terms
Agree scope and price for one first agent.
Step 6
References
Hear from customers who have done it.
Step 7
Procurement
Clear legal, security and vendor onboarding.
Step 8
Sign and start
Sign the shared scope and book the kick-off.
Related integrations
By company size
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Questions
Does it work with custom Salesforce objects?
Yes, Switch sets up access to the objects and fields your team uses.
Does a person still approve the work?
Yes. Every AI employee hands its result to a named person in Teams or Slack, who approves, edits or rejects it before anything is sent or changed.
Will AI employees replace people on the team?
No. They take repeatable work off the team's plate so people spend their time on judgement, customers and decisions.
How do we get started?
Start with a free test together with a Switch team member, then choose Platform to build your own AI employees or Managed to have Switch find, build and roll them out for you.