Use AI inside Salesforce with clear admin control over objects, fields, provider connections and what data can be included in AI prompts.
AI Engine keeps the experience close to Salesforce users, admins and business teams.
Users only work with records and fields they can already access in Salesforce.
Admins decide which objects, fields and child records AI Engine can use.
Provider connections use Salesforce Named Credentials so API keys are not exposed in code.
Keep AI configuration, prompt templates and provider choices transparent for admins and business owners.
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.
No. Only configured record context is used, and admins control the scope.
AI Engine supports OpenAI, Claude and Azure OpenAI.
Where your Salesforce data goes when someone uses AI Engine, what is stored in your org, and what is not kept.
What is sent to the AI providerFeature by feature, the Salesforce data AI Engine includes in requests to OpenAI, Anthropic or Azure OpenAI, and what stays in your org.
PII maskingHow AI Engine replaces personal data with placeholders before a request leaves Salesforce, what is masked, and how to configure it.