Your AI employee for Salesforce.
Junior is the AI coworker that lives in your Slack or Teams and operates Salesforce for you — posting the daily briefing of overdue follow-ups, sending the weekly ops report, and turning meeting notes into tasks on the right account. The reporting and hygiene run themselves.
- Pipeline: 3 deals advanced overnight · $84K total · 1 stage-1 stuck 18d
- Tickets: 1 P0 opened in Linear (auth login on Safari)
- Ads: Meta CPL +6.4× on BBI Cold US AC, pause queued for your approval
- Inbox: 2 customer threads need a human reply by EOD
- Calendar: 11 AM intro w/ BBI, 2 PM design review
Salesforce tells you everything — once someone keeps it current.
The reporting and hygiene that make Salesforce useful are exactly the work reps skip.
- •Overdue tasks and stalled opportunities hide until the weekly review
- •Meeting notes live in a doc somewhere and never become follow-up tasks
- •Manager reports get rebuilt by hand from list views every week
- •Activity goes unlogged, so the next touch starts cold
Junior doesn't replace Salesforce or your reps. It connects over OAuth and runs the briefings, reports, and task hygiene on a schedule — the always-on operating layer an AI employee gives a revenue team.
What Junior can do in Salesforce
You authorize Junior with your own Salesforce org over OAuth. From there it works the standard objects your team already lives in, with SOQL behind the scenes.
Run SOQL and text search across Accounts, Contacts, Leads, Opportunities, Tasks, and Cases to answer pipeline and activity questions on demand.
Create and update standard objects — move an opportunity stage, set an owner, log a task — and keep the org current without anyone opening a tab.
Read ContentNotes and logged activity on a record, so meeting notes and call logs become inputs Junior can act on.
Create tasks against the right Account or Contact and assign them to the owner, so action items from a meeting actually land in Salesforce.
Read and write are separated, and irreversible actions wait for a one-click approval in Slack — so an autonomous coworker never silently overwrites your org.
Day-one Salesforce workflows
Pick one job, set the rhythm. These are the patterns Junior's heaviest Salesforce users actually run — reporting, hygiene, and turning conversations into tasks.
Daily CRM briefing
Weekly ops report
Meeting notes → tasks
Dormant-lead reactivation
How to start
Hire
Free trial · $100 credit. Name your Junior and give it a role (e.g., 'RevOps').
Connect Salesforce + Slack
Authorize your Salesforce org and Slack or Teams over OAuth. No API keys; setup is under 10 minutes.
Set one rhythm
Start with the morning briefing or the Friday ops report — the report your manager rebuilds by hand today.
Revenue teams this is for
You keep the org honest. Junior runs the daily briefing, weekly reporting, and task hygiene so the pipeline is current without you chasing reps for updates.
You want to walk into the weekly check-in knowing every open loop. Junior hands you overdue tasks by rep and the accounts at risk, on schedule.
Junior turns meeting notes into follow-up tasks on the account and surfaces the clients going quiet, so nothing slips between reviews.
Frequently asked
Make Salesforce run itself.
Free trial · $100 credit. No credit card. Connect Salesforce and Slack, and Junior is sending your morning briefing and logging tasks by tomorrow.
Try It Free → $100 Credit →No credit card. Cancel anytime.