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.

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.