Connect Salesforce with OpenAI, Claude or Azure OpenAI to power record summaries, scoring, email drafting and CRM automation.
AI Engine keeps the experience close to Salesforce users, admins and business teams.
Use OpenAI, Claude or Azure OpenAI depending on your security and cost preferences.
Configure provider, model, prompts and available objects from the Salesforce admin experience.
Use record fields and related data to generate summaries, insights and next actions.
Focus on sales and service productivity rather than disconnected AI experiments.
Use approved Salesforce context, configurable prompt templates and your preferred AI provider to support everyday sales and service work.
Designed for Salesforce admins and business systems teams, with clear configuration instead of hard-coded one-off automations.
Choose the provider that fits your security, compliance and cost requirements.
Use standard and custom Salesforce objects, fields and child records depending on your use case.
Yes. AI Engine is designed to support Azure OpenAI alongside OpenAI and Claude.
No. The goal is to keep AI workflows directly inside Salesforce.
Create the External Credential and Named Credential for OpenAI, Anthropic or Azure OpenAI, and link them to AI Engine in the Org Profile.
Supported providers and modelsThe AI providers AI Engine connects to, the API each one uses, the models offered in the Org Profile, and how the fast model is used.
Choosing a provider for complianceHow OpenAI, Anthropic and Azure OpenAI differ for data residency, contracts and web search when you use them with AI Engine.