Put an AI agent to work inside Salesforce
Connect Salesforce in one click and delegate the CRM busywork: an autonomous agent that routes new leads, keeps opportunities current, triages cases, and fixes the data quality problems your reports keep surfacing. You set the autonomy, it does the work.
7-day trial · Cancel anytime
Fleece AI connects to Salesforce through managed OAuth and lets autonomous agents create and update leads, opportunities, accounts, contacts, and cases, post to Chatter, and read reports and dashboards. Agents combine Salesforce with 3,000+ other apps — Gmail, Slack, Google Calendar, HubSpot — so a new lead gets routed and first-touched, and a case gets triaged and escalated, all under the approval rules you set.
At a glance
| Category | Sales |
|---|---|
| Availability | Pro plan and up — included in the 7-day trial |
| Connects to | 3,000+ apps via managed OAuth |
| Setup | Connect your tools — no code required |
| Autonomy | Suggest-only to fully autonomous, with approval gates |
| Pricing | 7-day trial (€1 card check, credited back), then paid plans |
By Loïc Jané · Updated June 13, 2026
What a Fleece agent does with Salesforce
Salesforce is where your revenue and service processes live: leads at the top of the funnel, opportunities moving through stages, accounts and contacts underneath, cases in the service cloud, and Chatter, reports, and dashboards tying it together. The cost of all that structure is upkeep and speed. Leads wait to be routed, opportunities drift out of date between calls, cases pile up before anyone triages them, and validation rules only catch problems after someone hits save. A Fleece agent works inside those objects. It reads the records you point it at, understands the state of a lead, opportunity, or case, and acts — routing, updating, escalating, or fixing data — according to instructions you give it in plain language.
Under the hood, the connection runs through managed OAuth — you authorize Salesforce once, and Fleece handles tokens, scopes, and refresh securely. The agent can create and update leads, opportunities, accounts, contacts, and cases, change stages and statuses, post updates to Chatter, create tasks and events, and read reports and dashboards for context. Event triggers let it react in real time when a lead is created, an opportunity changes stage, or a case comes in — so routing and first response happen in seconds, not after the next batch job.
What makes this different from Salesforce Flow or Process Builder is judgment. A flow can only follow the decision tree you built in the builder; an agent reads the actual record, decides whether a lead is worth prioritizing or a case needs escalation, drafts a first-touch that fits the context, and coordinates other tools to finish the job. And because Fleece agents work as a hierarchy — a lead agent delegating to specialized child agents — one Salesforce-facing agent can hand research to one child, drafting to an email agent, and reporting to a data agent, then report back — all described in plain language instead of built in a flowchart.
What the agent can do in Salesforce
Lead routing and first touch
Reads each new lead in context, assigns it to the right owner or queue by territory and fit, and drafts a first-touch email for approval so no lead waits.
Opportunity updates
Turns email and meeting signals into opportunity updates — stage, amount, close date, next step — so the pipeline reflects reality without manual data entry.
Case triage and escalation
Classifies incoming cases by priority and topic, sets the right fields, and escalates the urgent ones with a Slack alert to the on-call owner.
Data hygiene
Finds duplicate leads and accounts, missing required fields, and stale records, then reports them or fixes what your rules allow it to fix.
Real-time triggers
Reacts the moment a lead is created, an opportunity changes stage, or a case comes in, through event-based triggers rather than polling.
Approval gates
Anything sensitive — merging records, closing an opportunity, emailing a customer — pauses for your one-click sign-off before it happens.
Automations teams run on Salesforce
These are concrete setups you can describe to a Fleece agent in plain language. Each one combines Salesforce with other connected apps.
Sales: route and first-touch every new lead
When a lead is created in Salesforce, the agent scores fit, assigns it to the right owner or queue by territory, and drafts a first-touch email in Gmail for the owner to approve. It books a follow-up on Google Calendar if the lead requested a time, and posts the assignment to the team's Chatter feed so the hand-off is visible.
Account executives: keep opportunities current
After each call or email thread, the agent updates the opportunity stage, amount, close date, and next step from what was actually said, logs the summary as an activity, and creates the follow-up task. It pings the owner in Slack with a one-line recap, so the pipeline is accurate without anyone re-typing notes into the CRM.
Support: triage and escalate cases as they land
The agent classifies each new case by priority and product area, sets the fields validation rules require, and drafts a first reply for approval. Urgent cases — outage keywords, at-risk accounts — get escalated instantly with a Slack alert to the on-call owner and a Chatter post, so nothing critical waits in the queue.
Sales ops: data hygiene reports that fix themselves
On a schedule, the agent scans for duplicate accounts and leads, opportunities missing a close date, and contacts without a role, then posts a per-owner hygiene report to Slack. Where your rules allow, it merges obvious duplicates and fills safe defaults; everything else is queued for one-click approval so the CRM stays clean.
How to connect Salesforce to Fleece AI
Create your Fleece account
Sign up and start the 7-day trial. You land in a workspace where agents, flows, and integrations live together.
Connect Salesforce via managed OAuth
Pick Salesforce from the integrations catalog and authorize it in one click. Fleece manages tokens and scopes for you; you can revoke access at any time from Salesforce or from Fleece.
Describe the job in plain language
Create an agent and tell it what to watch and what to do — "route new leads by territory, draft the first touch, escalate high-priority cases to the on-call". No flow or decision tree to build.
Set autonomy and approval gates
Choose what the agent may do on its own and what waits for your sign-off. Sensitive actions like merging records or emailing a customer pause for one-click approval.
Run it on triggers or a schedule
Let the agent react to Salesforce events in real time, or schedule recurring flows — the daily hygiene sweep, the weekly pipeline report — that run without you.
Salesforce works better with the rest of your stack
Salesforce automations get powerful when they cross app boundaries. Pair Salesforce with Gmail so the agent can draft and send first-touch and follow-up emails from real record context, with Slack so lead assignments and case escalations reach owners where they work, with Google Calendar to book meetings straight off a qualified lead, or with HubSpot when part of the org runs on a second CRM — all through the same agent, all under the same approval rules. Fleece connects to 3,000+ apps, so the stack you already use is almost certainly covered.
Frequently asked questions
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Put Salesforce on autopilot
Connect Salesforce in one click, describe the job in plain language, and let an autonomous agent route leads, keep opportunities current, and triage cases. 7-day trial, cancel anytime.
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