An AI agent for the Salesforce work nobody gets to.
Connect Salesforce and an OpenHelm agent can keep opportunities honest: scheduled pipeline reports, activity-gap chasing, researched account enrichment and hygiene sweeps, all running in the background against your scoped credential.
Recurring jobs
What an OpenHelm agent can do with Salesforce.
Each of these runs as a scheduled, self-correcting job: you describe it in plain English, approve the plan once, and an independent evaluator checks every run against the goal.
Pipeline and forecast digest
Summarise opportunity movement, slipped close dates and coverage against target each week, delivered by email before your pipeline review.
Account research briefs
Ahead of key meetings, research the account with a real browser, combine it with CRM history, and file a one-page brief to the opportunity.
No-activity alerts
Flag open opportunities with no logged activity in a set window and email owners a short list of what needs touching this week.
Hygiene exception report
On a schedule, list records with missing stages, stale next steps or empty amounts into a data table for the ops team to work through.
Get started
Connect Salesforce in minutes.
- 1
Connect Salesforce
Add Salesforce under Connections in the OpenHelm app and complete the hosted sign-in, or mint a connect link programmatically with POST /v1/connections/links.
- 2
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
- 3
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
- 4
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
For developers
Or provision the connection over the API.
curl https://api.openhelm.ai/v1/connections/links \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "provider": "<provider id>", "name": "Salesforce" }'
# → a short-lived hosted link; open once to authorise, then
# poll GET /v1/connections until it shows as authenticated.
# Provider ids are listed in the Connections API docs.The same connections back runs started over REST. See the AI agent API and the Connections API docs.
Related ways to put agents to work with Salesforce:
Common questions about the Salesforce integration
Put an agent to work in Salesforce this week.
Connect once, describe the job, approve the plan. From then on it runs on schedule, checks its own work, and reports back with evidence.