Salesforce.
Connected to your work.
Auttendo does the Salesforce admin your team postpones: updating records, chasing leads and reporting, all on its own.
You · just now
Help me with Salesforce: Create leads.
This assignment starts with what Salesforce supports and the context of your project. You choose the information and actions it needs.
A CAPABILITY IN YOUR PROJECT
Your way of workingCreate leads
Your project defines the access and the working agreements.
What your agent can do with Salesforce.
You choose the capabilities for the assignment and the access you give them.
- Create leads
- Create opportunities
- Update any record
- Complete tasks
- Log notes on a record
- Add contacts
- Work with your list views
- Create campaign records
Your tools connected. Your team in control.
You choose the tools for the job. Follow what your agent uses in the conversation and see where your input is needed.
Connect the tools you use.
Connect your account and bring your existing workspace with you.
Give your project the right context.
Make knowledge and tools available for the work your agent takes on.
Follow the work in the conversation.
See which actions were completed and decide when the work calls for it.
Bring Salesforce into the rest of your work.
Other tools teams usually connect alongside this one.
Good to know
The practical questions about Salesforce and Auttendo, first.
Start with the job that always slips.
Tell us in half an hour what your week looks like. We'll show you what Auttendo takes off it, with your own tools and agreements.

