The all-in-one AI plugin for Salesforce Administrators

Skills for salesforce administrators 8

• user access and permissions managerSets up and audits user accounts, permission sets and password policy, like building a new-hire access checklist for the sales team.
• data validation assistantChecks formats, duplicates and completeness in a dataset, like confirming every account has a valid billing state and no blanks.
• crm data cleanupCleans CRM CSV exports and flags stale, test and duplicate records, like normalizing 4,000 contact emails and proposing merges.
• access reviewRuns periodic access reviews and certifications, like a quarterly check that only current finance staff keep the finance profile.
• anthropic xlsxReads, edits and analyzes spreadsheets and CSVs, like building a pivot of open cases by owner with a chart.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Learning New Salesforce Features3 prompts, like Explain An Unfamiliar Salesforce Feature
• Formulas And Validation Rules3 prompts, like Write A Validation Rule Formula
• Designing Automation With Flow3 prompts, like Plan Flow Logic Before Building
• Reports And Dashboards2 prompts, like Choose The Right Salesforce Report Type
• Data Imports And Cleanup3 prompts, like Plan A Salesforce Data Import
• Troubleshooting User Problems3 prompts, like Interpret Salesforce Error Messages
• Security And Access Setup2 prompts, like Plan A Permission Set Model

Apps you can build with AI 3

• Permission test scenario studioTurns a permission set into allowed and denied test cases, so you can prove a change before it reaches production. Demo included.
• Evidence-backed search and dashboard workspaceKeeps every reported number traceable to its source, so leadership dashboards and your spot checks always agree. Demo included.
• Custom business app build and automation workspaceBuilds and runs a custom app with its workflows in one place, like a renewal tracker your team owns. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the HR Data Import Reconciliation Agent". Each one also has a guided set-up with sample data on its page.

• HR Data Import Reconciliation AgentA validated import file with every employee accounted for.
• Team Knowledge Handoff Test AgentHandoff guides that someone new can actually follow.
• Product Documentation Task Test AgentDocs examples that work exactly as written.
• Sales Territory Record Quality AgentEvery account assigned by the territory rules.
• Cloud Account Access Review AgentComplete the access review for every system on time with all removals confirmed in the system.
• Go-Live Support Hypercare AgentIssues after launch are visible, owned and fixed for good within days.
• Change Request Risk Review AgentChange requests that reach the board complete, conflict-free and risk-rated
• Data Retention and Purge AgentData deleted on schedule, no earlier or later than policy, with held records protected
• Address Standardization AgentA clean address file where each address is verified or flagged, with duplicates found
• Bulk Upload Dry-Run AgentA bulk load that goes in clean, with counts verified at every step
• Automation Run Failure Recovery AgentFind failed runs quickly, fix the cause, and bring the affected records to the right state
• Role and Permission Test AgentShow that every role sees and does exactly what the access matrix says

Your Grok Bot team 6

• Salesforce DevelopmentGenerates Salesforce platform code following expert patterns and avoiding anti-patterns.
• Salesforce AutomationAutomate Salesforce CRM tasks: leads, contacts, accounts, opportunities, and SOQL queries.
• Permission ManagerAudit and configure opencode command and capability permissions safely.
• FlowhuntGuides a 5-question intake then audits tools to rank automation quick wins.
• User Access and Permissions ManagerManages user access, permissions, and audits for systems administrators.
• Documentation and Reporting AssistantTurn your technical support knowledge into clear, accurate documentation and reports.