AI Sales Assistant for Salesforce

Automate your Salesforce CRM workflows with AI agents. Update records, log activities, and get insights automatically.

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Dust · My workspace

Which open opportunities closing this quarter are stuck — no activity in the last 14 days?

dust

Completed in 12 sec

Using Salesforce

I queried your Salesforce Opportunity records and cross-checked their recent activity to find the deals that have gone quiet.

Stalled opportunities closing this quarter

Acme Corp — Enterprise Renewal. $120,000, Stage: Negotiation, Close 6/30. Last activity 18 days ago, owner Priya Shah.
Globex — Platform Expansion. $85,000, Stage: Proposal, Close 6/28. Last activity 21 days ago, owner Tom Reyes.
Initech — Add-on Seats. $32,500, Stage: Negotiation, Close 6/24. Last activity 15 days ago, owner Priya Shah.

Where the risk concentrates

$237,500 at risk. Three deals totaling $237.5K are within the close window with zero touches in two-plus weeks.
Owner concentration. Two of the three stalled deals belong to Priya Shah — worth a check-in on her pipeline.

What you can do with Salesforce

Answer any CRM question in SOQL

Ask in plain language about pipeline, accounts, leads, or cases — the agent inspects your object schema and runs SOQL reads to pull the exact records, fields, and totals you need.

execute_read_query

describe_object

list_objects

Keep records current automatically

Create new leads, contacts, or opportunities and update existing records — stage changes, owner reassignments, field edits — directly from a conversation, no manual data entry.

create_object

update_object

describe_object

Pull insight from attached files

Surface and read the documents attached to accounts, opportunities, or cases — contracts, proposals, signed orders — so the agent can summarize terms and quote details without opening each record.

list_attachments

read_attachment

Supported actions in Salesforce

Read & Search

Execute Read Query
List Objects
Describe Object
List Attachments
Read Attachment

Create & Update

Create Object
Update Object

7 total actions available (5 read, 2 write)

Frequently asked questions about Salesforce

Yes, Dust agents can create, update, and query Salesforce records including leads, accounts, contacts, and custom objects.

Yes, Dust is SOC 2 Type II certified and follows enterprise security best practices for data handling.

Get started with Salesforce

Connect Salesforce to Dust and let AI agents handle your workflows.

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