AI Workforce

Integrations

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Less swivel.

Less swivel.

More done in Salesforce.

More done in Salesforce.

AI Workers connect to Salesforce, pull requests into one intelligent inbox, execute user/license and record actions across your org, and cut time-to-resolution by minutes, not days.

AI Workers connect to Salesforce, pull requests into one intelligent inbox, execute user/license and record actions across your org, and cut time-to-resolution by minutes, not days.

Connect Salesforce

Figma dev seat required

Guido Scorza · @it-support

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Skills

Skills for CRM user and service operations

Common Salesforce workflows that can be executed with governance and evidence.

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Skill

Distribution list management

Adds or removes people from existing email distribution lists like Google Groups and DLs.

Skill

App access management

Grants or removes user access to applications based on policy.

Skill

Ticket requestor enrichment

Adds relevant employee details to tickets to give better context and resolve issues faster.

Skill

Employee IT onboarding

Provisions all required IT access, accounts, and equipment for new employees.

Skill

Microsoft 365 license cleanup

Automatically reclaims Microsoft 365 licenses from inactive users.

Skill

Active directory password reset

Handle Active Directory password resets for locked out or forgotten passwords.

Skill

Temporary admin access

Safely grants and revokes temporary admin access.

Skill

Computer troubleshooting

Diagnoses and resolves common employee hardware and software issues using FleetDM.

Skill

Distribution list management

Adds or removes people from existing email distribution lists like Google Groups and DLs.

Skill

App access management

Grants or removes user access to applications based on policy.

Skill

Ticket requestor enrichment

Adds relevant employee details to tickets to give better context and resolve issues faster.

Skill

Employee IT onboarding

Provisions all required IT access, accounts, and equipment for new employees.

Skill

Microsoft 365 license cleanup

Automatically reclaims Microsoft 365 licenses from inactive users.

Skill

Active directory password reset

Handle Active Directory password resets for locked out or forgotten passwords.

Skill

Temporary admin access

Safely grants and revokes temporary admin access.

Skill

Computer troubleshooting

Diagnoses and resolves common employee hardware and software issues using FleetDM.

Skill

Distribution list management

Adds or removes people from existing email distribution lists like Google Groups and DLs.

Skill

App access management

Grants or removes user access to applications based on policy.

Skill

Ticket requestor enrichment

Adds relevant employee details to tickets to give better context and resolve issues faster.

Skill

Employee IT onboarding

Provisions all required IT access, accounts, and equipment for new employees.

Skill

Microsoft 365 license cleanup

Automatically reclaims Microsoft 365 licenses from inactive users.

Skill

Active directory password reset

Handle Active Directory password resets for locked out or forgotten passwords.

Skill

Temporary admin access

Safely grants and revokes temporary admin access.

Skill

Computer troubleshooting

Diagnoses and resolves common employee hardware and software issues using FleetDM.

Actions

Salesforce actions AI Workers can run

Users & Access: Create User
Deactivate User
Reset Password
Assign / Remove Permission Set
Add to Public Group / Queue
Update Profile
Check License Availability
Cases & Records: Create / Update Case
Add Case Comment
Attach File
Link Contact / Account
Post to Chatter
Create / Update generic Record
Data & Queries: SOQL Query
Get Record by ID
List Related Records
Evidence: Link action outputs back to ITSM ticket

Prebuilt actions for users, access, and records—executed under policy and written back as evidence.

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ai worker os

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Governed execution across SaaS apps—with audit trails back to the record.

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Try it with AI Workers

Works across AI Workers

Use Salesforce with current and future Workers:

Henry

Launched

IT Service

App Access, License Management, On/Offboarding touchpoints

Alice

Coming soon

HR Ops

Role/title updates reflected to downstream entitlements

John

Coming soon

Procurement

Seat right-sizing, renewal evidence, vendor workflows

Learn more

Move CRM operations forward without swivel-chair work.

Connect Salesforce

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