Optimize Salesforce Costs and Efficiency with Deploy.AI

Reduce Salesforce license costs and boost productivity by identifying and managing read-only users.  AI-enabled data access solution at your service.
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The Problem with Salesforce Read-Only Tasks

Excessive Costs
Purchasing full licenses for read-only users in finance, engineering, and support roles increases operational costs unnecessarily.
Productivity Losses
Inefficient data access methods lead to reduced productivity across your non-sales teams.
Identification Issues
Traditional methods of identifying read-only users are cumbersome and inaccurate.

How Does Salesforce Integration Work?

Productivity chart for finance, engineering, and support teams using Deploy.AI

Streamlined User Analysis

The solution identifies Salesforce users in finance, engineering, and support roles who need read-only access, helping decision-makers allocate licenses more effectively. This analysis reduces costs and optimizes Salesforce investments.

Intuitive Chat-Based Data Access

Then, it connects to Salesforce and provides data directly through a user-friendly chat interface. Non-sales users can quickly find the information they need without navigating complex systems, saving time and boosting efficiency.
Screenshot of user-friendly chat interface for data access

Secure Access Management

The system verifies user access levels before processing requests, ensuring they only access authorized data. Group-based access levels protect business data, maintaining security and compliance.

Custom Guardrails
for Security

Guardrails prevent harmful or off-topic queries, protecting the integrity of the company’s data. Custom instructions ensure users' prompts stay relevant and secure, mitigating risks and enhancing trust.

Explore Advanced Deploy.AI Features

Guardrails
Effortlessly establish rules to monitor and manage the content directed at your AI agent.

With intelligent filtering using semantic vector similarity, unwanted prompts are blocked, ensuring only relevant inputs reach your AI model.
Data Retrievals
Empower your AI model to comprehend and accurately engage with your data. By doing so, you can improve the precision and versatility of your applications.

Reduce errors in AI applications by delivering context-aware responses to your customers and teams.
Flexible AI Model Choice
Deploy.AI seamlessly integrates with AI models from industry leaders like OpenAI, Anthropic, Meta, and many others available on Hugging Face.

With Deploy, organizations can effortlessly connect the most suitable AI model for each agent, tailored to meet the unique needs of your use case.
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Maximize Your Investment in Salesforce

Operational and Procedural Optimization

By identifying read-only users, you can reallocate licenses, reducing unnecessary expenses and improving your ROI. Quick, chat-based data retrieval helps your teams find information faster, enhancing overall productivity and efficiency.

Streamlined Information Searching

Instead of browsing through numerous documents and files, your employees can ask the chat for relevant data and receive answers in seconds. This will speed up their work and help them keep up with quality standards when answering customers or preparing new projects.

Customizable Interfaces for Unique Needs

Create custom agents with tailored fields for specific use cases, expanding the solution's applicability and functionality. No matter what your business needs AI agents for, they can be tailored to specific demands and integrated with Salesforce in various ways.

Advanced Functionalities for Next Steps

Post-data extraction, users can perform additional actions like writing emails, forming reports, or customizing proposals, adding significant value to the information retrieved. The AI agent can support them every step of the way, helping employees achieve their goals faster and with better results.

Integrate AI with Your Salesforce

Deploy.AI is your trusted partner in maximizing Salesforce investment. Contact us and experience the benefits of efficient license management today.

Build AI agents that truly support your business.
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