Clientell AI Agent For Salesforce

Highlights

• Clear Your Salesforce Admin Backlog
  Admin backlog never shrinks? Send tasks from Jira, Slack, Gmail, Outlook or GitHub to Clientell and it does the work. A Salesforce partner's admin now resolves client tickets 3x faster.
• Every Salesforce Admin Task, One Agent
  Juggling flows, reports, permissions and code? Build and troubleshoot flows, reports, dashboards, Apex and LWC, and manage users, in plain English. 78% time reduction.
• Deploy Without Change Sets
  Tired of change sets and failed deployments? Compare orgs, review every diff, test, get approval and deploy to production with rollback. Nothing ships until you say yes.
• Find Technical Debt Before Users Do
  Don't know what's broken in your org? Org audits flag technical debt, SOQL in loops, unused fields, legacy workflow rules and automation race conditions before they hit users.
• Clean Data and Merge Duplicates
  Dirty data and duplicate leads? Find and merge duplicates, fix bad emails and fill missing fields in bulk. Pixis cut duplicate leads by 45% and saved 1,800 hours a quarter.
• Pass Security Audits, Cut License Waste
  Audit or renewal coming? See who holds Modify All Data, inactive users with access, unused licenses and risky profiles, mapped to SOC 2, ISO 27001, GDPR and HIPAA.
• Fix Broken Sales and Service Processes
  Deals stuck and approvals skipped with no one noticing? Process Intelligence shows where your sales, support and approval processes break, and proposes the fix.
• Do More Without Hiring More Admins
  Too much Salesforce work for a small team? Sunbelt Solomon's 5-person team now delivers the output of 10. PKG Group eliminated 800+ hours of admin work with no new hires.
• Understand Any Org Before You Change It
  Inherited an org nobody documented? Clientell maps every object, field, flow and dependency, so you see what breaks before you change it. Cut documentation time by 90%.

What Clientell AI Agent For Salesforce does

Clientell is an AI agent for Salesforce admin and operations work. Describe what you need in plain English, or hand it a ticket, and it does the work in your org.

- Build: flows, Apex, LWC, reports, objects and fields, drafted in a sandbox using a live map of every object, field, flow and permission

- Fix: send tickets from Jira, Slack, Gmail, Outlook or GitHub

- Deploy: compare orgs, review diffs, approve and ship to production with rollback, no change sets. Move records between orgs with a preview

- Audit: weekly org health audits covering data quality, permissions, automation overlap, technical debt, packages, adoption and compliance readiness (SOC 2, ISO 27001, GDPR, HIPAA)

- Process Intelligence: see where sales, support and approval processes break, with proposed fixes the agent can apply

- AI Readiness: benchmark how ready your org is for Agentforce or any AI platform

Nothing runs without your approval. Use the web agent, or work from Claude Code, Codex, Cursor through MCP.

Built for admins, developers, architects, consultants and RevOps teams.

Used by 2,000+ teams, including Pixis, Lytx, Safety Vision and Nulo.

SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant.