Salesforce integration
Arkeo agents for Salesforce
Arkeo agents work in your Salesforce org alongside your team. They log calls and emails, send new leads to the right rep, keep records clean, watch renewals, and report on your pipeline each week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Salesforce
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Logs emails and callsas they happen
- ✓Closes the task when the reply landsright away
- ✓Moves the deal to the right stageper deal
Salesforce stays right without anyone typing.
Salesforce
Outlook- ✓Reads each new leadas it comes
- ✓Sends it to the right rep by your rulesright away
- ✓Flags leads no one has calledsame day
No lead sits with no one on it.
Salesforce
Slack- ✓Finds duplicates and missing fieldsevery night
- ✓Fixes what your rules allowper record
- ✓Sends the rest to the record ownerevery morning
Reports you can trust, because the data is right.
SalesforceSlack- ✓Checks contracts coming up for renewalevery week
- ✓Builds the renewal deal with the account historyper account
- ✓Tells the account ownerright away
Renewals get worked before they are late.
SalesforceOutlook
Microsoft Teams- ✓Pulls open deals by stage and ownerevery Monday
- ✓Finds deals with no next stepper deal
- ✓Sends the report to your teamMonday morning
Know what will close without building the report.
SalesforceSlackWorks with the rest of your software
Agents carry the work from Salesforce into the other software your team uses, so nothing waits for someone to copy it over.
Gmail
Zoom
Calendly
Apollo
QuickBooksBusinesses that run on Salesforce
How it connects
You make the key in your own Salesforce account. Nothing to install on your computers, and nothing to wait for.
Where
In Salesforce Setup, under External Client Apps. You create an app for your company, set what it can see and change, and give the user the agents sign in as API access.
Who can do it
A Salesforce admin. The user the agents sign in as needs the API Enabled permission.
Plan
Enterprise, Unlimited or Performance edition. On Professional, API access is an add-on you buy from Salesforce.
Agents can see
- Leads, contacts and accounts
- Opportunities and their stages
- Tasks, calls and emails logged
- Reports
Agents can change
- Leads, contacts and accounts
- Opportunity stages and next steps
- Tasks and notes
- Who owns each lead
Agents can't
- See records the user it signs in as can't see.
- Touch anything you didn't give the app access to.
- Get back in after you remove the app.
What this looks like at your business
Logging calls and emailsEmails and calls logged, and deals moved to the right stage.
Designed for teams that sell in SalesforceNew lead routingEach lead goes to the right rep. Untouched leads are flagged the same day.
Designed for teams that sell in SalesforcePipeline reportOpen deals by stage, and the ones with no next step.
Designed for teams that sell in SalesforceIs this you?
- You run sales or accounts in Salesforce
- Your team logs calls, routes leads or cleans records by hand
- You want to grow without more staff
✕On Salesforce Professional without API access: add it first, then talk to us.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Salesforce?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Salesforce
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Your accounts and deals never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Which Salesforce edition do I need?
Enterprise, Unlimited or Performance include API access. On Professional, you add API access from Salesforce first.
Will the agents change my Salesforce data?
They make the changes your process allows, like logging calls, routing leads or fixing a field, and send the rest to your team.
Can I turn it off?
Yes. Remove the app or turn off its user in Salesforce and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.