# 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.

| Time to first custom dashboard | 2–6 weeks |
|-------------------------------|------------|
| Consulting fees               | $5k–$50k+  |

### 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.

| Time to first custom dashboard | Minutes |
|-------------------------------|---------|
| Pricing                       | Pay for what you use |

## 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.

```sql
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.