Integration · Salesforce
Conforge + Salesforce
AI agents inside your org. Not another app to adopt.
Conforge puts conversational AI agents to work inside the Salesforce your team already uses: cross-object queries, quote generation, record updates, and reporting in plain English. Zero config changes. Zero new user training. No Agentforce license required.
45 minutes with an integration architect. You leave with a tailored integration map for your org, whether or not you buy anything.
Does Conforge Fit Your Salesforce Org?
Three clicks. Your integration path renders right here, no email needed to see it.
Which Salesforce setup do you run?
Five Layers. Zero Config Changes.
Query in place
Conforge acts on Salesforce through an authenticated CLI and REST API connection. No parallel systems, no duplicate data, your org's existing roles and permissions apply to every request.
Orchestrate the right agent
Conforge Intelligence routes each natural-language request to the right specialized agent: query, data entry, reporting, quoting, approval, or follow-up. An enterprise LLM handles understanding, with zero prompt exposure to end users.
Act with governance
Writes execute only inside your configured pricing, discount, and approval thresholds. Charts render inline in chat with no external services, and agent behavior is tunable without code deploys.
nterface specifics available in the review session. Bring your Salesforce admin.
Mapped to the Objects You Already Run
Custom objects and fields handled in mapping during onboarding. Validation rules and workflows in your org stay in force, Conforge works within them, not around them.
Live in Your Org Without Disrupting It.
Conforge deploys against the org you have today, customizations, validation rules, and all. Your reps keep working exactly as before; they just get a conversation window that does the tedious parts.
Zero config changes
Nothing to reconfigure in your Salesforce setup. No managed package risk assessment marathon.
Zero new training
No new workflows for reps to learn. If they can type a question, they can use it.
No Agentforce license
Conforge brings its own agentic layer. No additional Salesforce SKU, no per-conversation pricing surprise.
Get the integration answer for your exact org
Two fields. An integration architect replies within one business day with how Conforge would connect to your environment, and what to have ready if you want to go deeper. No sequence, no SDR chase.
From Kickoff to First Conversation
Connect & validate
Authenticated connection to your sandbox, object mapping verified with your admin.
First agents live
Query, data entry, and reporting agents running against your production org, inside your permission model.
Quote-to-follow-up rollout
Quote generation, pricing governance, and pipeline follow-up phased in with your approval rules in force.
Timeline benchmark figures ([X] days / [X] weeks) intentionally withheld until backed by real engagement data. Publish milestones without numbers rather than invent them.
From a Live Salesforce Deployment
Smart query response time for cross-object questions
Manual form navigation for supported record types
In-chat chart generation, no external services
These figures come from a single industrial-manufacturing engagement on Salesforce Sales Cloud. Present them as engagement outcomes, not guaranteed averages. Client name withheld by policy.
What Your Salesforce Admin Will Ask
No. Conforge connects through an authenticated CLI and REST API connection and works within your existing configuration, validation rules, and permission model.
No. Conforge brings its own agentic orchestration layer. There is no additional Salesforce SKU or per-conversation cost.
No parallel systems and no duplicate data. Requests act on Salesforce directly; results render in the conversation.
Writes execute only inside your configured pricing, discount, and approval thresholds, and your org's permissions apply to every action. Everything is logged and traceable.
No. The enterprise LLM runs with zero prompt exposure to end users; reps just type requests in plain English. Agent behavior is tunable without code deploys.
Custom objects and fields are handled in mapping during onboarding. If you run CPQ, bring the details to the architecture review and we'll map the quoting path live.
Ideally one sales or RevOps owner and one Salesforce admin. 45 minutes.
Pick a Slot. Bring Your Salesforce Admin.
45 minutes, technical, agenda published below so there are no surprises. You leave with a tailored integration map either way.
The exact agenda
No deck. No SDR. An architect and your org.