PRODUCT

EKWIS AI for Salesforce

Governed generative AI inside your CRM, designed for faster decisions, cleaner data, and predictable operations.

Governed generative AI inside your CRM — faster decisions, cleaner data, predictable operations.

EKWIS AI for Salesforce is a second-generation managed package that plugs into existing Salesforce automation. Customers bring their own OpenAI-compatible API key and choose the provider that fits their compliance, residency, and commercial needs.

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Executive Summary

EKWIS AI for Salesforce delivers governed generative AI inside the CRM, helping teams make faster decisions, improve data quality, and keep operations under control without leaving Salesforce.

Data Enrichment

  • Surfaces missing context from notes, emails, and call transcripts in Flow.
  • Recommends values such as lead quality, stage, and next best action.
  • Logs request IDs, model usage, and token counts for audit and ROI tracking.

Data Cleaning

  • Validates addresses, picklists, and free text before updates are committed.
  • Applies central prompts and JSON schemas for consistent business rules.
  • Supports sandbox-first testing and versioned rollout control.

Guidance

  • Delivers contextual coaching in screen flows, quick actions, and console tools.
  • Returns structured summaries, checklists, and objection handlers.
  • Allows prompt iteration without code while preserving governance.

Research

  • Enables real-time research and stores outcomes against records.
  • Handles long-form analysis and policy lookups within provider controls.
  • Supports web search, file search, and retrieval by provider capability.

Why Customers Buy It

Operational AI that stays controlled, auditable, and useful from day one.

Accelerated Decision-Making

AI analyses records, recommends next steps, and drafts responses directly inside standard Salesforce automation.

Governance by Design

Named Credentials, usage dashboards, and permission-scoped access keep security and compliance teams comfortable.

Configurable Outcomes

Admins tune prompts, JSON schemas, and guardrails without code to keep outputs aligned with business policy.

Reliable Operations

Telemetry and token budgeting make AI spend transparent, forecastable, and easy to report.

Core Modules

Pre-built components for CRM AI workflows, administration, and usage intelligence.

AI Responses Service

Flow invocable actions calling the OpenAI Responses API for conversational and structured JSON outputs.

Validated inputs Full telemetry

AI Record Updater

Analyses record context, recommends field values, and can perform compliant updates with FLS-safe behavior.

Data hygiene Picklist compliance

Control Centre App

Lightning app for provider configuration, metadata sync, alerting, and operational monitoring.

Admin control Provider management

Usage Intelligence

Dashboards and scheduled reporting for token spend, throughput, success rates, and exception tracking.

ROI visibility Forecasting

Who It Is For

Built for delivery teams that need practical AI inside existing Salesforce processes.

Salesforce Admins

Deploy governed AI automation without writing Apex or maintaining custom middleware.

RevOps & Customer Operations

Reduce manual data hygiene work and speed up routing, triage, and record quality checks.

AI Champions

Pilot and scale generative AI safely with clear controls, telemetry, and upgrade paths.

Value Proposition

The fastest, safest path to operational AI inside Salesforce.

Governed AI Automation

  • Native Salesforce security and permission controls
  • Real-time oversight of usage, errors, and success rates
  • Prompt and schema change control via standard release flows

Productivity Without Headcount

  • Lead and case triage with AI-assisted prioritisation
  • Built-in data hygiene to reduce manual clean-up
  • Zero-code orchestration with Flow-first actions

Predictable Total Cost

  • Transparent daily usage metrics and spend dashboards
  • Configurable model and token policies by provider
  • Sandbox-first iteration and rapid pilot-to-production rollout

Differentiators

Why EKWIS AI is different from one-off accelerators and disconnected AI tooling.

Managed Package Reliability

Delivered as a 2GP managed package with upgrade guarantees and namespace isolation.

Schema-Enforced Responses

Built on OpenAI Responses API with JSON schema enforcement for consistent, structured outputs.

Built-In Governance Assets

Ships with dashboards, logs, and ready-to-run flows so customers see value quickly.

Proof Points

Early deployment outcomes from customer teams.

60%

Reduction in manual lead qualification effort.

98%

Address correction accuracy in pilot cohorts.

24h

Audit turnaround supported by usage dashboards.

<2 weeks

Pilot-to-production transitions via DevOps Centre.

Common Objections, Answered

Deployment and governance questions addressed up front.

“We cannot store prompts externally.”

Responses run over secure HTTPS using the customer API key, with optional summarised logging to keep raw prompts out of Salesforce when required.

“We worry about ungoverned changes.”

Flows, prompts, and schemas can follow standard release processes, with full admin control over updates and rollout timing.

“Is this another integration to maintain?”

No middleware is required. The package uses standard Salesforce credentials and native authentication patterns.