Salesforce AI Agent
Most AI tools can tell you what is in Salesforce. Coworker actually does the work — no prompting, no manual follow-up, no context-switching. Connect your tools and get results.
The Problem
Salesforce is powerful. Getting your team to actually use it is the hard part.
Sales reps spend hours on data entry instead of selling. Records go stale the moment a call ends. Pipeline reports are outdated before leadership reads them. It is not a Salesforce problem — it is an execution problem. Your team knows what needs to happen. Coworker handles the work of actually doing it.
How It Works
Connect Salesforce. Coworker handles the rest.
Three steps to move your team from manual work to automated execution.
Use Cases
What your team can stop doing manually in Salesforce
Auto-update CRM fields after every meeting
Coworker listens to your calls and automatically updates Salesforce fields. Deal stage, next steps, MEDDIC scores, close dates -- all synced without manual data entry. Your CRM stays accurate because Coworker updates it in real-time, not because reps remember to log notes.
Security
Enterprise-grade security. From day one.
Coworker is fully compliant with SOC 2, GDPR, and CASA Tier 2. We never train on your data. Every integration — including Salesforce — passes rigorous third-party security audits.
Built for teams that handle sensitive data
Coworker never trains on your data. All Salesforce data is encrypted in transit and at rest. We are SOC 2 Type 2 certified, GDPR compliant, and CASA Tier 2 verified — so your team can move fast without compromising security.
SOC 2 Type 2 Certified
Audited controls for security, availability, and confidentiality.
GDPR Compliant
Full compliance with EU data protection regulations.
CASA Tier 2 Verified
Cloud application security verified by the App Defense Alliance.
Zero Data Training
Your Salesforce data is never used to train AI models. Ever.
FAQ
