Salesforce, connected to the rest of your company.
Salesforce holds a piece of your business; the manual work lives in the gaps around it. We build the automations that close those gaps, against your existing account, with a person signing off on anything that matters.
What Salesforce is
Salesforce is a cloud CRM platform that larger sales and service organisations shape to their own processes with custom objects, fields and automation. It usually has an administrator or a whole team behind it. Leads, accounts, contacts, opportunities, cases, contracts, tasks and events are the standard records, and most companies add their own, so two Salesforce orgs rarely look the same.
What an automation reads and writes there
- Leads, accounts and contacts
- Opportunities and their stages
- Cases
- Contracts
- Tasks and events
Work that gets built around Salesforce
Call recording to opportunity update
A recorded customer call ends. Before the next meeting, the automation logs the note against the opportunity in Salesforce, creates tasks for the agreed next steps and fills the fields your process requires at that stage. Changes to amount or close date are proposed and confirmed by the opportunity owner. Setup is $490, care is $79 per month.
Built as: Meeting to CRMSigned contracts watched for renewal
A signed contract arrives by mail. The automation summarises it, raises the clauses that look risky, and records the term, the renewal date and the notice window on the contract record in Salesforce. Before a window closes the account owner gets an alert and a task, and decides what to do.
Built as: Contract registerPipeline and cash on one page
Over the weekend the automation reads from Salesforce the opportunities that closed, slipped or were created last week and sets them beside the bank balance and site analytics. The owner gets one written page on Monday and needs neither a Salesforce login nor a dashboard to read it. The automation only reads.
Built as: The Monday brief
Before you automate against it
Writes through the API pass the same validation rules, required fields, flows and triggers as a person's edit, so a simple update can be rejected or set off other processes. API access depends on your edition. Give the automation an integration user limited to the objects involved, and try writes in a sandbox.
The controls
- How we connect Through Salesforce's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your Salesforce account behind your back.
- What usually gets built Data leaving Salesforce into invoices, CRM records and reports; data arriving into Salesforce from orders, forms and mail - the retyping in both directions is the work that disappears.
- The controls A written spec, a full run record, an approval queue for consequential steps, and a signed proof afterwards. The same four controls every OAKMONT automation runs with.
Common questions
- Do we need a Salesforce administrator for this?Yes, an administrator, because someone has to create the integration user, limit its permissions to the objects involved and set up the connection. A developer is normally not needed, since the automation runs outside your org and uses the standard API. Your admin also knows which validation rules and flows a write will meet.
- Will an automation respect our validation rules and flows?It has to. Anything written through the API goes through the same rules as a user's edit, so the spec lists the required fields and the rules on each object the automation touches. A record that Salesforce rejects is not forced through; it goes to a person with the reason attached.
- Can OAKMONT automate Salesforce?Yes - Salesforce is on the creator's systems list, and automations are built against your existing account through its own interfaces. Describe the workflow and a person replies with a fixed quote.
- What does a Salesforce automation cost?Catalogue prices start at $490 for a single delivered workflow, with care from $79/month. The fixed price for your case is confirmed by a person in writing before any work starts.
- Is our Salesforce data safe?Every automation runs with a written spec and a full run record, consequential steps wait for human approval, and for work that must never leave your building there is the Private AI Box - the whole stack on your own hardware.
The full catalogue, with prices and the ROI dial: browse the automations