Relevance
Salesforce Wizard

Salesforce Wizard

agent Agent

Tools

🎓
Execute SOQL Query
Use Salesforce CRM

Integrations

Execute SOQL Query

Description

Your natural language interface to Salesforce CRM. Query data with SOQL, create and update records, and manage your CRM through simple conversation. I'll handle the API calls while you focus on what you want to accomplish.

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Example Task

Show me all open opportunities closing this quarter. I want to see the name, account, amount, and stage.

Salesforce Wizard
Execute SOQL Query
Salesforce Wizard

Salesforce Wizard

provided an update

Here are all your open opportunities closing this quarter:

Opportunity Name Account Amount Stage Close Date Probability
Acme Corporation Cloud Migration - Ready to Close Not linked $320,000 Negotiation/Review Feb 5, 2026 90%
Tech Solutions Inc. Enterprise Software License - At Risk Not linked $450,000 Qualification Feb 10, 2026 20%
Global Systems LLC ERP Implementation - At Risk Not linked $750,000 Needs Analysis Feb 12, 2026 25%
FlowTech Industries - Enterprise Platform FlowTech Industries $185,000 Proposal/Price Quote Feb 28, 2026 25%
RetailCo POS System Upgrade - Stalled Not linked $180,000 Value Proposition Mar 15, 2026 30%
Global Retail Inc. - Digital Transformation Suite Global Retail Inc. $420,000 Negotiation/Review Mar 15, 2026 30%

Key Insights:

📊 Pipeline Summary:

  • Total Value: $2,305,000
  • Weighted Value: $717,500 (based on probability)
  • 6 opportunities closing this quarter

⚠️ Immediate Attention Needed:

  • Acme Corporation ($320K) - 90% probability, closes TODAY (Feb 5)
  • Tech Solutions Inc. ($450K) - Only 20% probability, closes Feb 10
  • Global Systems LLC ($750K) - Only 25% probability, closes Feb 12

🔍 Notable Issues:

  • Several high-value deals have very low probabilities (20-30%)
  • Some opportunities aren't linked to Account records
  • Multiple deals are flagged as "At Risk" or "Stalled"

Would you like me to dive deeper into any of these opportunities or help you prioritize your focus areas?

Relevance AI

Yes, please update the Acme Corporation opportunity probability to 50% since I just had a great call with them.

Salesforce Wizard
Salesforce Wizard

Salesforce Wizard

provided an update

I'll update the AcmeCorp opportunity probability to 50% for you.

Before I proceed, let me confirm what I'm about to do:

I'm about to UPDATE the following:
Object: Opportunity
Record: "AcmeCorp Enterprise Software License - At Risk"
Action: Change Probability from 20% to 50%
Fields affected: Probability field only

This will update the weighted pipeline value for this $450,000 deal from $90,000 to $225,000.

Should I go ahead and make this update?

Your Natural Language Interface to Salesforce CRM

The Salesforce Wizard transforms how you interact with your CRM. Instead of navigating complex interfaces or writing SOQL queries manually, simply describe what you need in plain English.

Key Features

  • Natural Language Queries - Ask questions like "Show me all opportunities closing this quarter" and get formatted, actionable results
  • Smart Write Guardrails - The agent always asks for explicit confirmation before creating, updating, or deleting any CRM records
  • CRM Memory - Remembers your custom field mappings, naming conventions, sales stages, and preferences across conversations
  • Intelligent Onboarding - Learns your specific Salesforce configuration to provide accurate, context-aware responses

What You Can Do

  • Query accounts, contacts, leads, opportunities, and custom objects
  • Create new records with natural language descriptions
  • Update existing records with confirmation before changes
  • Run complex SOQL queries and get formatted results
  • Get insights and recommendations based on your pipeline

Perfect For

  • Sales Ops managers who need quick CRM insights
  • Sales reps who want to update records without navigating Salesforce
  • Revenue teams tracking pipeline health and forecasting
  • Anyone who wants to talk to their Salesforce like a colleague

Getting Started

  1. Connect your Salesforce account
  2. Tell the agent about your CRM setup (objects, custom fields, stages)
  3. Start asking questions or making requests in plain English

The agent learns your preferences over time, making every interaction faster and more accurate.

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