AI agents that keep Salesforce opportunities and activity current
Orkeste agents look up records in Salesforce, log calls and emails as activities, and update an opportunity's stage or amount. Every change can wait for your approval.
What your agents do in Salesforce
Agents do not create leads or accounts, delete records or change Salesforce settings, and a search returns the top five matches.
Read
Search records across objects (leads, contacts, accounts, opportunities)
Open a record to read its details
Change
Update an opportunity's stage or amount
Log an activity with a subject and notes
3 ways to use Salesforce with your agents
Calls logged without typing
After a call, the rep gives the agent their notes; it logs a clean activity on the right record.
Stage updates from email
When a client confirms by email, the agent proposes moving the opportunity to the next stage, which the rep approves.
Account context before a meeting
Ask about an account and the agent pulls the matching records into a short brief.
By team
B2B sales: Reps spend less time on data entry: the agent logs activity and proposes stage changes, and the rep approves in one click.
Sales managers: Before the pipeline review, the agent prepares a brief on the opportunities that moved this week.
Getting started
Connect Salesforce: Grant access from the Connectors page. No technical setup.
Describe the agent's job: In plain language, or from one of the 29 templates.
Approve what matters: Actions you mark as sensitive wait in Validations until you approve them.
Security and control
Human approval: You choose, agent by agent, which actions wait for your go-ahead.
Encrypted tokens: OAuth tokens encrypted with AES-256, isolated per workspace.
EU hosting and GDPR: Data encrypted in transit and at rest.
Full history: Every run is kept in the Control Room.
Frequently asked questions
Can an agent change my opportunities without me?
Only if you allow it. Stage and amount updates and logged activities can wait in Validations. You choose per agent.
Can agents create leads?
Not in Salesforce today. Agents search records, update opportunities and log activities. HubSpot users can have agents create contacts and deals.
Do I need coding skills to connect Salesforce?
No. You connect Salesforce from the Connectors page by granting access, then attach it to the agents that need it.
Is my Salesforce data protected?
Yes. Access goes through the service authorization, tokens are encrypted with AES-256 and isolated per workspace, and data is encrypted in transit and at rest.
Can I remove access at any time?
Yes. Disconnect Salesforce from the Connectors page and your agents lose access.