Salesforce dashboards, built in one conversation.

Connect camelAI to Salesforce and build pipeline dashboards, forecast trackers, and lead scoring tools in one conversation. No SOQL. No consultants. No six-month implementation.

From CRM to dashboard in one conversation.

Salesforce

Your CRM

Opportunities, Accounts, Contacts, Leads, Cases — whatever objects you use. All accessible via Salesforce API.

camelAI

AI Agent

Writes SOQL, builds interactive charts, creates full pipeline applications — all from your description in plain English.

Live Dashboards

Published Apps

Published to a live URL at *.camelai.app. Share with your sales team, embed in Salesforce, set up scheduled refreshes.

See every deal, every stage, every dollar.

camelAI builds pipeline visualizations from your live Salesforce data. Watch your funnel take shape in seconds — not after weeks of report builder wrangling.

Pipeline Overview

Q1 2026 — All Territories

Live

• Prospecting

  • 142 deals
  • $2.8M

• Qualification

  • 89 deals
  • $4.1M

• Proposal

  • 47 deals
  • $3.6M

• Negotiation

  • 23 deals
  • $2.9M

• Closed Won

  • 14 deals
  • $1.7M

• Total Pipeline

  • $15.1M

• Total Deals

  • 315

• Weighted Value

  • $5.2M

The reports Salesforce should have built.

Salesforce Report Builder

• Limited cross-object reporting

  Max 4 related objects. Complex joins? Write SOQL.

• 2,000-row export limit

  Need the full dataset? Schedule a data export and wait.

• Static dashboard snapshots

  Dashboards refresh on a schedule. Not real-time.

• Expensive consulting

  $200–400/hr for a Salesforce consultant to build reports.

camelAI

• Unlimited cross-object queries

  Any Salesforce object. Any relationship. Plain English.

• Full dataset access

  Query all your records. No export limits.

• Live, interactive dashboards

  Real-time data. Drill-downs. Filters. Published to a URL.

• Iterate in conversation

  Change anything by asking. No consultants needed.

Pipeline velocity, measured and visualized.

The metrics your revenue team actually needs — built from your Salesforce data in one conversation.

• Avg Deal Size: +12% $47.2K
• Win Rate: +3.1pp 34.2%
• Sales Cycle: -4 days 28 days
• Pipeline Coverage: +0.6x 3.8x

You describe it. camelAI writes the SOQL.

SELECT
  Account.Name,
  StageName,
  SUM(Amount) TotalValue,
  COUNT(Id) DealCount,
  AVG(Amount) AvgDealSize,
  Owner.Name
FROM Opportunity
WHERE CloseDate = THIS_FISCAL_QUARTER
  AND IsClosed = false
  AND Amount > 10000
GROUP BY Account.Name, StageName, Owner.Name
ORDER BY SUM(Amount) DESC

camelAI writes SOQL natively — including cross-object queries, aggregate functions, date literals, and relationship traversals. You never have to learn Salesforce's query language.

Beautiful deal views, built in seconds.

camelAI doesn't just pull data — it builds polished interfaces. Deal cards, activity timelines, pipeline boards — the UI your sales team deserves, without months of Salesforce customization.

• Live deal details with activity timelines
• Pipeline board views with drag-and-drop stages
• Account 360 dashboards with related contacts and opportunities
• Published to a shareable URL or embedded in Salesforce

Acme Corp — Enterprise License

• Account: Acme Corporation
• Annual Contract: $128,000
• Stage: Negotiation
• Probability: 75%
• Close Date: Mar 28, 2026
• Owner: Sarah Chen

Recent Activity

• Proposal v3 sent — updated pricing tier 2h ago
• Call with VP Engineering — security review passed 1d ago
• Stage changed: Proposal → Negotiation 3d ago

Automated pipeline intelligence.

Schedule camelAI to pull from Salesforce on any cadence. Your team gets pipeline updates without anyone remembering to run a report.

• Daily pipeline snapshot: Every weekday at 8:00 AM

  • Pulls current pipeline state from Salesforce, generates a summary with stage-by-stage breakdown, and posts it to your #sales Slack channel.

• Weekly forecast email: Every Monday at 7:00 AM

  • Compiles pipeline movement, new deals, closed won/lost, and forecast changes. Sends a formatted report directly to your leadership team's inbox.

• Deal stage change alerts: Real-time via cron polling

  • Monitors Salesforce for deals that change stage, update amount, or slip close date. Sends instant notifications to deal owners via Slack.

Enterprise-ready from day one.

• OAuth 2.0 authentication: Connect with Salesforce OAuth. No passwords stored. camelAI authenticates through Salesforce's own security layer using the standard Connected App flow.

• Read-only access: camelAI queries your Salesforce data — it never modifies it. Read-only API permissions mean zero risk of accidental data changes to your CRM.

• SOC 2 compliant: Enterprise-grade security controls. Your Salesforce credentials are encrypted at rest and in transit. Data never leaves your isolated workspace.

• Role-based access: Viewer, editor, and admin roles for your team. Control who can query CRM data, publish dashboards, or manage the Salesforce connection.

• Audit logging: Every query logged with user identity, timestamp, and objects accessed. Full visibility into who queried what, and when.

• Data isolation: Single-tenant workspaces with dedicated compute. Your Salesforce data is never co-mingled with other organizations.

What will you build from your CRM?

“Connect to our Salesforce org and build a pipeline velocity dashboard. Show deals by stage, average deal size, win rate, and sales cycle length by rep. Publish it for the sales leadership team.”

“Build a lead scoring tool from our Salesforce data. Score leads based on industry, company size, engagement history, and source channel. Show a ranked list with score breakdowns.”

“Create a territory performance dashboard. Compare pipeline by region and rep, show quota attainment, and flag territories that are under-covered. Add weekly cron updates.”

“Build a forecast accuracy tracker. Compare our Salesforce committed forecast vs actual closed revenue by quarter. Show which reps are most accurate and where we over/under-forecast.”

Your CRM data. Finally unlocked.

One conversation.