Maveric AI
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Use Salesforce safely from the Assistant.

Query and manage records across your Salesforce instance. Every read and write runs through a governed connection — scoped to what you allow, approved where it matters, and fully audited.

Book a demoHow Connections work

Capabilities

What the Assistant can do with Salesforce.

The top read and write actions, in plain language — each one a scoped action through a governed connection.

Read
Read from Salesforce to answer questions with current, real context.
Act
Write back to Salesforce — 26 scoped actions the Assistant can take, each requiring an approved connection.
Act
Respond to changes in Salesforce — 1 trigger can start a governed workflow automatically.

Example workflows

Put Salesforce to work.

Concrete ways teams use the Assistant with this tool — always inside the permission model.

001
Brief an account before a call
The Assistant handles this through a governed Salesforce connection — scoped to your role and audit-logged.
002
Update an opportunity or contact from a conversation
The Assistant handles this through a governed Salesforce connection — scoped to your role and audit-logged.
003
Create a follow-up task so nothing slips
The Assistant handles this through a governed Salesforce connection — scoped to your role and audit-logged.

Controls

Connected, but never unguarded.

Connecting Salesforce doesn't hand the Assistant the keys. Admins decide exactly what it can reach and do.

Permissions & scopes
Choose the exact read and write actions Salesforce exposes to the Assistant — nothing is implicit.
Approval for sensitive writes
Require a human to sign off before the Assistant changes records, sends messages, or moves money.
Audit logging
Every action against Salesforce is recorded — who, what, and when — for full accountability.
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Salesforce action configuration

The connection detail page for this integration showing scopes, enabled actions, credentials status, and audit/approval settings.

Govern Salesforce through Connections

Connect Salesforce once, set its scopes and approvals, and the Assistant can use it across the company — every action audit-logged.

See ConnectionsAll integrations

See the Assistant use Salesforce safely.

Book a demo and we'll show the Assistant connected — and governed — on your own tools.

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