Salesforce
AI Agent
Meet your new AI Agent for Salesforce. Our AI Agent is a secure, chat-based extension that gives you full command over Salesforce from any page on the web. Now, the actions that drive revenue are always just a conversation away.
Get instant answers from your data:
Stop navigating complex menus. Simply tell your AI agent what you need, and consider it done.
Show me the pipeline for this quarter.
What's the latest update on the Acme Corp account?
Create a dashboard of my open opportunities by stage.
Our clients talk about us
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Yess gave our team a real edge—letting us activate new channels at scale without extra lift.
It’s become a powerful part of how we break into key accounts.
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Yess removed the friction between intent and execution.
We now launch multi-channel outreach at scale with ease—across reps and execs— and not just talk about multi-threading.
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Yess enabled us to operationalize cross-functional outreach with full automation of engagement capture.
This end-to-end visibility provided RevOps with the data foundation to drive smarter, faster decisions—while saving our team hours of manual work each week.
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What Yess brought was consistency and smart automation that actually improved outcomes.
Our reply rates went up, and the team could focus on follow-through instead of manual execution.
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Yess made it effortless to coordinate executive outreach at scale.
We booked 3x more meetings with half the effort. The ROI is undeniable.
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Update Salesforce in seconds:
Found new information on a prospect? Tell your agent to update Salesforce on the spot.
Add this person from LinkedIn as a new contact
Update the deal size for the Project Titan opportunity to $50,0.00.
Log a call and set a follow-up task for next Tuesday.
Build reports on the fly:
Need to see your data in a new way? Your agent can build reports for you instantly.
Build a report of all leads from the marketing campaign last month.
Show me a list of all contacts without a recent activity.
Secure, Simple, and Always On
Your Salesforce AI Agent honors your Salesforce roles, profiles, CRUD/FLS, validation, and sharing. Add policy-as-code guardrails with optional approvals and diffs before any commit. It connects securely to your Salesforce, so your data is always protected.
FAQ
It builds any dashboard or report on command—"Weekly pipeline velocity by rep," "Account health scores by segment," or "Lead conversion funnel analysis." Posts summaries to Slack with actionable insights.
Your Salesforce AI Agent runs deduplication algorithms, validates email formats, standardizes company names, fills missing fields from external sources, and flags data quality issues—all under your approval workflows.
Lead scoring based on firmographics and behavior, opportunity risk scoring using historical patterns, account prioritization for CSMs, and intelligent territory routing based on your custom rules.
Yes—within objects/fields you allow. Policy-as-code rules like "only merge duplicates with confidence ≥ 95%" and "require approval for account risk score changes" with full before/after diffs.
Your Salesforce AI Agent validates against your business rules, checks external data sources for enrichment, runs confidence scoring on all changes, and maintains immutable audit logs of all data operations
Pipeline hygiene dashboards, duplicate detection workflows, lead scoring models, account risk assessment, missing field enrichment, and executive reporting templates—all ready to deploy.
Built for GTM workflows
Your Salesforce AI Agent handles prebuilt skills for pipeline hygiene, account research, sequences, renewals, and exec reporting—all executed under your guardrails.