Salesforce
Salesforce dashboards,
built in one conversation.
Connect camelAI to Salesforce and build pipeline dashboards, forecast trackers, and lead scoring tools in one conversation. No SOQL. No consultants. No six-month implementation.
From CRM to dashboard in one conversation.
Salesforce
Your CRM
Opportunities, Accounts, Contacts, Leads, Cases — whatever objects you use. All accessible via Salesforce API.
camelAI
AI Agent
Writes SOQL, builds interactive charts, creates full pipeline applications — all from your description in plain English.
Live Dashboards
Published Apps
Published to a live URL at *.camelai.app. Share with your sales team, embed in Salesforce, set up scheduled refreshes.
See every deal, every stage, every dollar.
camelAI builds pipeline visualizations from your live Salesforce data. Watch your funnel take shape in seconds — not after weeks of report builder wrangling.
Pipeline Overview
Q1 2026 — All Territories
Prospecting
142 deals
Qualification
89 deals
Proposal
47 deals
Negotiation
23 deals
Closed Won
14 deals
Total Pipeline
$15.1M
Total Deals
315
Weighted Value
$5.2M
The reports Salesforce should have built.
Salesforce Report Builder
Limited cross-object reporting
Max 4 related objects. Complex joins? Write SOQL.
2,000-row export limit
Need the full dataset? Schedule a data export and wait.
Static dashboard snapshots
Dashboards refresh on a schedule. Not real-time.
Expensive consulting
$200–400/hr for a Salesforce consultant to build reports.
Time to first custom dashboard
2–6 weeks
$5k–$50k+ in consulting fees
camelAI
Unlimited cross-object queries
Any Salesforce object. Any relationship. Plain English.
Full dataset access
Query all your records. No export limits.
Live, interactive dashboards
Real-time data. Drill-downs. Filters. Published to a URL.
Iterate in conversation
Change anything by asking. No consultants needed.
Time to first custom dashboard
Minutes
Pay for what you use
Pipeline velocity, measured and visualized.
The metrics your revenue team actually needs — built from your Salesforce data in one conversation.
$47.2K
Avg Deal Size
34.2%
Win Rate
28 days
Sales Cycle
3.8x
Pipeline Coverage
You describe it. camelAI writes the SOQL.
SELECT
Account.Name,
StageName,
SUM(Amount) TotalValue,
COUNT(Id) DealCount,
AVG(Amount) AvgDealSize,
Owner.Name
FROM Opportunity
WHERE CloseDate = THIS_FISCAL_QUARTER
AND IsClosed = false
AND Amount > 10000
GROUP BY Account.Name, StageName, Owner.Name
ORDER BY SUM(Amount) DESCcamelAI writes SOQL natively — including cross-object queries, aggregate functions, date literals, and relationship traversals. You never have to learn Salesforce's query language.
Beautiful deal views, built in seconds.
camelAI doesn't just pull data — it builds polished interfaces. Deal cards, activity timelines, pipeline boards — the UI your sales team deserves, without months of Salesforce customization.
- Live deal details with activity timelines
- Pipeline board views with drag-and-drop stages
- Account 360 dashboards with related contacts and opportunities
- Published to a shareable URL or embedded in Salesforce
Acme Corp — Enterprise License
Account: Acme Corporation
$128,000
Annual Contract
Stage
Negotiation
Probability
75%
Close Date
Mar 28, 2026
Owner
Sarah Chen
Recent Activity
Proposal v3 sent — updated pricing tier
2h ago
Call with VP Engineering — security review passed
1d ago
Stage changed: Proposal → Negotiation
3d ago
Automated pipeline intelligence.
Schedule camelAI to pull from Salesforce on any cadence. Your team gets pipeline updates without anyone remembering to run a report.
Every weekday at 8:00 AM
Pulls current pipeline state from Salesforce, generates a summary with stage-by-stage breakdown, and posts it to your #sales Slack channel.
Every Monday at 7:00 AM
Compiles pipeline movement, new deals, closed won/lost, and forecast changes. Sends a formatted report directly to your leadership team's inbox.
Real-time via cron polling
Monitors Salesforce for deals that change stage, update amount, or slip close date. Sends instant notifications to deal owners via Slack.
Enterprise-ready from day one.
Connect with Salesforce OAuth. No passwords stored. camelAI authenticates through Salesforce's own security layer using the standard Connected App flow.
camelAI queries your Salesforce data — it never modifies it. Read-only API permissions mean zero risk of accidental data changes to your CRM.
Enterprise-grade security controls. Your Salesforce credentials are encrypted at rest and in transit. Data never leaves your isolated workspace.
Viewer, editor, and admin roles for your team. Control who can query CRM data, publish dashboards, or manage the Salesforce connection.
Every query logged with user identity, timestamp, and objects accessed. Full visibility into who queried what, and when.
Single-tenant workspaces with dedicated compute. Your Salesforce data is never co-mingled with other organizations.
What will you build from your CRM?
“Connect to our Salesforce org and build a pipeline velocity dashboard. Show deals by stage, average deal size, win rate, and sales cycle length by rep. Publish it for the sales leadership team.”
Try this prompt“Build a lead scoring tool from our Salesforce data. Score leads based on industry, company size, engagement history, and source channel. Show a ranked list with score breakdowns.”
Try this prompt“Create a territory performance dashboard. Compare pipeline by region and rep, show quota attainment, and flag territories that are under-covered. Add weekly cron updates.”
Try this prompt“Build a forecast accuracy tracker. Compare our Salesforce committed forecast vs actual closed revenue by quarter. Show which reps are most accurate and where we over/under-forecast.”
Try this prompt