Cloud Connected AI Engine is a managed Salesforce package that brings OpenAI, Claude and Azure AI to every record — for analysis, emails, scoring and tasks.
AI Engine lives inside Salesforce — same login, same permissions, same data. Your reps don't switch tabs. They ask questions, get answers, generate PDFs, and act on the same screen they already work on.
Practical AI features for sales teams — from meeting prep and record analysis to scoring, email drafting and pipeline insights. All inside Salesforce, no copy-pasting, no new tools.
One click on any Account or Opportunity generates a complete meeting brief — company news, opportunity history, recent activity, talking points and a printable PDF. From 20 minutes of prep to 30 seconds.
Every Lead and Opportunity gets an AI score 0–100, based on your historical won/lost patterns, data completeness and engagement signals. Replaces Einstein Lead Scoring at a fraction of the cost.
Ask questions about your Salesforce data in natural language. "How many leads closed this month?" — instant SOQL-powered answers, respecting sharing rules and FLS.
One click to get a full AI analysis of any Lead, Account, Opportunity or custom object — highlights, risks, fit signals, missing info, next steps.
Generate personalized outreach emails tailored to the record context. Edit and send directly from Salesforce with the built-in email composer.
AI proposes 5–8 concrete, prioritized action items per record. Convert them to Salesforce Tasks with one click — due dates and priorities included.
Instantly research any company or contact from within Salesforce. Fresh news, LinkedIn signals, funding rounds, company insights — no leaving the CRM.
Build your own AI actions tailored to your sales process. Visit reports, qualification scoring, competitor analysis — anything your team needs, reusable across the org.
Export AI analyses, meeting briefs and record insights as formatted PDFs. Custom branding supported. Save to Salesforce Files or email directly.
Switch between OpenAI, Claude and Azure AI. Use your own API keys — you control costs, provider choice, and data residency.
AI Engine lives in the Salesforce Utility Bar — always accessible, context-aware, available on any record page without navigation.
Admin dashboard showing who uses AI, how often, tokens consumed, estimated cost — per user, per feature, per day. Full visibility on AI adoption and spend.
Granular user management with Salesforce Permission Sets. Trial mode, seat-based licensing, easy admin controls. Restrict features by profile, role or department.
Watch how AI Engine integrates into your Salesforce workflow — from record analysis and email drafting to pipeline insights and admin configuration.
Or skip the video — try the live demo yourself →
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See how AI Engine analyzes any Salesforce record — generating highlights, risks, fit signals and next steps in one click.
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Ask questions about your CRM data in natural language and draft outreach emails — directly from the Salesforce Utility Bar.
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Admins choose which Salesforce objects and fields AI Engine can use. Users get helpful insights directly from the record page.
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Identify the most important opportunities in your Salesforce pipeline. Prioritize by value, stage, close date. Export to CSV or Excel.
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Admins define approved prompts and structured output rules; users get clean visual AI analysis directly from the record page.
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Configure AI provider, model, Named Credential, response behavior, company playbook, email guidelines — all from one admin panel.
Click any tile to watch — or try the live demo →
No developers needed. No complex setup. Just install and configure.
One-click managed package install on Production or Sandbox. No code required.
Add your OpenAI, Claude or Azure AI API key via Salesforce Named Credentials.
Assign Permission Sets and start using AI on every record — analysis, emails, scoring, tasks.
AI Engine is designed for Salesforce admins and business teams that need clear rules around data access, permissions, AI providers and logging.
Users only see records and fields they can already access in Salesforce. Sharing rules, role hierarchy and Field Level Security still apply.
Admins decide which objects and fields AI Engine can use. PII is off by default and can only be enabled intentionally by an admin.
OpenAI, Claude and Azure AI connections use Salesforce Named Credentials. API keys are stored securely by Salesforce and not exposed in code.
Security and legal documents available: review exactly what the agent can do, what data may leave Salesforce, what is logged, what the agent will never do, and the product Terms of Service.
Flexible per-user pricing with volume discounts. The more Salesforce users you add, the lower the price per user. All plans include full feature access.
1–10 Salesforce users
Best for small teams
Start 5-day Trial or book a demo11–25 Salesforce users
Best for growing teams
Start 5-day Trial or book a demo26–50 Salesforce users
Best for RevOps teams
Start 5-day Trial or book a demo51+ Salesforce users
Best for larger rollouts
Book a DemoEvery subscription includes dedicated support for the full duration of your contract — email, chat, and onboarding assistance. No extra fees, no tiers.
* Pricing is per Salesforce user, with volume discounts as your team grows. AI API costs (OpenAI/Claude/Azure) are separate and billed directly by the provider. All plans include full feature access, support, and onboarding assistance.
Need a different setup? We can prepare a custom quote for any number of users and any contract length — monthly, yearly, or custom term. Contact us.
Install in 1 click. Full access for 5 days. No credit card, no contract, no obligation.
Step-by-step checklist to get AI Engine running in 30 minutes
Open Setup Guide →Book a demo, ask a question, or request a custom quote. We respond within 24 hours.
We help B2B companies supercharge their Salesforce with AI. Based in Miami, serving clients across US and Europe.
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