Private release · SaaS for Salesforce
Add AI to a Salesforce process without rebuilding the request and response handling each time. EKWIS AI provides reusable Flow actions for field updates, text and structured responses, using your own supported provider credentials.
Salesforce managed package · Private release with guided adoption
Service interruption
“The customer’s connection is unavailable. The initial checks are complete; the technical team needs to investigate.”
Two focused Flow actions
Choose the action that fits the job. Both use the context and instructions supplied by your Flow; the implementation determines how the result is used.
01 / Record Updater
Use Salesforce field information to guide an AI-generated value. The action supports field types, picklist options and address handling so the proposal fits the target field.
Configure analysis only, then use a separate Flow decision, screen or update step to handle the result.
Use the action’s update mode where the agreed workflow permits the record change.
02 / Response Service
Request a summary, classification or defined set of values. Flow receives the response and can pass it to the next step.
Prepare a summary or draft using the selected record and message context.
Request a known JSON shape, then validate the content and use Flow decisions to route it.
Configure review deliberately. The current Record Updater updates the record unless “Skip Record Update” is enabled. Enable that option when your Flow needs to review the proposed value before a separate update.
These controls come with the package, so each Flow does not have to rebuild them.
Your Flow supplies the content sent for analysis, so the Flow design decides what leaves Salesforce. See where the data goes.
Places to start
These are examples to configure around your workflow, data and review needs.
Give the next case owner a concise account of the issue, the work so far and the questions still open.
Suggest a value for a selected Salesforce field using the context and instructions supplied by your Flow.
Return defined values that your automation can validate, route or send to a person for review.
In use
We use EKWIS AI on every new support case. A recent customer upgrade shows how the Record Updater’s controls behave in a production org.
EKWIS AI is installed in our own production Salesforce org. Flows on our support desk use it in four places.
A customer was using the Record Updater in production to set picklist values on new records. We took the upgrade through their UAT, QA and production orgs, checking each one before moving to the next.
More recently, they have helped us put AI to use through Ekwis AI, with tools to check and enrich contact and company data and bring together key information on investment opportunities.
— Sam Veevers, Investment Team, ECI
Guided adoption
We agree the use case, inputs, expected output and checks before configuring the package and Flow. Representative test cases help the team decide whether it is ready to use.
Provider compatibility and fit are confirmed during onboarding.
Setup and data handling
The configured provider processes the context your workflow sends. EKWIS AI uses your provider credentials; the workflow design determines which information is sent, what is stored and how a result is used.
Selected context leaves Salesforce for AI processing. We make that data path and the surrounding controls part of the implementation.
The managed action calls the configured provider from Salesforce using customer-owned credentials held in Salesforce credential infrastructure.
EKWIS AI does not add EKWIS-hosted model middleware to the request path. The provider response returns to the customer’s Salesforce Flow.
The EKWIS AI subscription and the customer’s provider relationship are separate. Provider access, credentials, usage and terms remain under the customer’s account.
Provider processing and retention follow the customer’s selected account and terms. Salesforce storage and logging follow the agreed Flow design, with the full data path documented during onboarding.
The Admin Centre provides provider defaults, credential configuration and connection checks from Salesforce admin screens.
The Message Builder helps assemble message context for Flow actions. Each implementation still needs appropriate instructions, validation and exception handling.
The Flow design decides which results need review and what happens after a response. For Record Updater review before change, enable “Skip Record Update” and place the decision and any later update in the surrounding Flow.
People remain accountable for process design, security, testing and release decisions.
Explore the right next step
EKWIS AI is one way to put AI into a working process. Our consulting can help when the job spans other systems, information sources or the way your technical team delivers work.