Build your next SalesforceReport
withClientell AI Agent
Your trusted AI Agent for Salesforce Development, Administration, Reporting, and more.
Why Choose Clientell AI Agent?
Unlike generic AI tools, our AI agent is built specifically for Salesforce by certified partners
Salesforce-Native Expertise
Built by certified Salesforce partners who understand the platform's nuances, best practices, and common challenges.
Human + AI Support
Get AI assistance plus access to our expert consultants when you need complex implementation guidance.
Beyond Einstein
While Einstein focuses on analytics, our AI agent helps with development, administration, and implementation tasks.
What Can Clientell AI Agent Do?
Our AI agent can do whatever a Salesforce admin or developer can do, but with the added benefit of speed and ease of use.
Reports & Dashboards
Create and update Salesforce reports with natural language prompts
Explore ExamplesFlows & Automation
Build automation flows for any business process
Explore ExamplesValidation Rules
Create and update validation rules to maintain data quality
Examples Coming SoonData Management
Create fields, objects, and bulk records with AI assistance
Examples Coming SoonDocumentation
Generate comprehensive documentation for your Salesforce org
Examples Coming SoonTest Cases
Write test cases for your Apex code and automations
Examples Coming SoonCode Debugging
Debug Apex, LWC, and SOQL code with AI assistance
Examples Coming SoonOrg Queries
Get answers about your Salesforce org configuration and data
Examples Coming SoonCreate Salesforce Reports with AI
Ask our AI to create any Salesforce report you need - just describe what you want in plain English
Open Opportunities by Close Date
Prompt:
Create a report showing all my open opportunities sorted by close date so I can focus on deals closing soon.
Prioritize your sales pipeline by focusing on the most urgent opportunities that are closing soon.
View Example
Quarterly Closed Deals Comparison
Prompt:
Create a report comparing my closed deals this quarter to last quarter
Compare your sales performance between quarters to identify trends and measure progress over time.
View Example
Lost Opportunities Analysis
Prompt:
Create a report showing all opportunities I lost in the last six months
Analyze lost opportunities to identify patterns, improve your sales approach, and prevent future losses.
View ExampleBuild Salesforce Flows with AI
Let our AI design automation flows for your Salesforce org - from simple process automation to complex multi-step workflows
Account-Related Flows Explorer
Prompt:
Can you tell me what flows are there in my org related to the accounts object and explain to me what they do?
Discover and understand all flows connected to the Account object in your Salesforce org with detailed explanations of their functionality and business impact
View ExampleEvent Lead Follow-up Reminder Flow
Prompt:
Build a flow to remind SDRs to follow up on leads that came from events if there's been no activity for 14 days
Ensure timely follow-up on event-generated leads with automated reminders to SDRs when leads have been inactive for a specified period
View ExampleContact Automation Mapping
Prompt:
Map out all the automations (triggers, flows, process builder) that fire on Contact updates
Visualize and document all automation processes that execute when Contact records are modified to understand dependencies and potential conflicts
View ExampleMore Salesforce AI Capabilities
Create & Update Validation Rules
Our AI agent can create validation rules for any object to ensure data quality and consistency. Just describe the business rule in plain English.
Example Prompt:
“Can you tell me what validation rules are there on my opportunities and what do they do?”
Create/Manage Fields, Objects & Records
Get step-by-step guidance for creating and managing custom fields, objects, and even bulk record creation in Salesforce.
Example Prompt:
“What custom objects are present in my Org?”
Documentation & Test Cases
Generate comprehensive documentation for your Salesforce org and write test cases for your Apex code and automations.
Example Prompt:
“Generate documentation for the TestSmartleadCall apex class to fully understand what it does, what dependencies it has”
Debug Salesforce Code
Get help debugging Apex, Lightning Web Components, and SOQL queries with AI-powered analysis and solutions.
Example Prompt:
“Why is our Account trigger failing intermittently? Show me the debug logs and stack traces from the last 24 hours”
Answer Salesforce Org Queries
Ask about your sales pipeline, quota coverage, user information, org settings, permission sets, login history, and more.
Example Prompt:
“Show me our current sales pipeline by stage and expected close date for Q3, broken down by account executive”
Need Expert Implementation Help?
Our Salesforce partners provide hands-on implementation support, strategic guidance, and ongoing optimization to maximize your ROI.
Free consultation • Certified Salesforce partners • 200+ successful implementations
What Our Users Say
“Clientell has helped us accelerate the pace of developing any salesforce requests, including complex, custom logic. We have had multiple use cases completed within a short span of time. Their salesforce knowledge and experience helps us make decisions faster and provides more solutions that we can think of. If you have salesforce, their team is a great addition for your GTM stack!”
Neel Pattani
Director of RevOps, Appsmith
“As a new Salesforce admin, this AI agent helped me learn while doing. It's like having a senior admin guiding you.”
Sarah Johnson
Salesforce Admin
“Clientell has helped us to maximize the value of our Salesforce investment. Their integration expertise and ability to customize Salesforce to our unique needs have streamlined our sales process immensely.”
Tevia Arnold
SVP Marketing, Insite.AI