No-code AI orchestration for Salesforce

Weave AI into Salesforce workflows without code

WeaveOps is the AI orchestration layer for enterprise Salesforce teams. Build, govern, and deploy AI workflows across every object — no Apex, no custom stack.

AI Admin Console · WeaveOps
Use Cases
Analytics
Settings
Use Cases
Case Summarizer
Call Coach
Pipeline AI
Doc Analysis
+ New use case
Case Summarizer
Target: Case · Layout: Headless · Action: Update Field
Active
Data Sources
Case Comments (SOQL)
Subject + Priority
Status History
Instructions
Summarize the case in 2–3 sentences. Extract sentiment and recommended priority...
Response Mapping
"summary"Description
"sentiment"Sentiment__c
"priority"Priority
Last run: 2 min ago · 1,247 successful calls
Test Save
6
Layout types
5+
Data source connectors
Use cases configurable
0
Lines of Apex to write
Salesforce-native orchestration
Enterprise credential management
AppExchange-ready

Configure once.
Deploy anywhere.

Every AI workflow in WeaveOps is a use case — a reusable configuration that any Salesforce admin can build, test, and deploy.

01

Build a use case

In the Admin Console, define the workflow: target object, data sources, instructions, and how to map AI output back to Salesforce fields. No code, no deployment.

02

Connect live data

Pull field values, SOQL queries, related list data, or reference documents into every AI call at runtime. The right context reaches the model every time.

03

Deploy to any page

Drop a standard Lightning component onto any Salesforce record page, app, or Flow. Results write to fields, trigger actions, or display for confirmation.

Built for the work your team already does

Every use case runs on the Salesforce records your team already works with. Start from a template or build from scratch in minutes.

Case Summarization

Summarize case history, comments, and files into structured fields. Runs headlessly on record save — zero clicks for agents.

Service CloudHeadless

Live Call Coaching

Real-time guidance during sales calls based on transcript, deal context, and your configured playbooks.

Sales CloudSidebar

Pipeline Intelligence

AI-powered pipeline review across opportunity records. Identify risk, prioritise deals, surface recommended next actions.

Sales CloudBatch

Company Research

Search the web by account name and website, then generate AI summaries structured to your fields. No OCR or integration needed.

Any ObjectWeb Search

AI Workflow Assistants

Multi-turn conversational AI embedded on any Salesforce record page. Configured by your admin, available to every team.

Any ObjectConversational

Document Analysis

Extract structured data from contracts, proposals, and PDFs attached to Salesforce records. No OCR service required.

Any ObjectFiles

Not another AI project.
A production platform.

Most Salesforce AI initiatives end as one-off custom builds. WeaveOps is a different model.

vs. Custom builds

No infrastructure to build or own

Custom AI projects mean engineering time, infrastructure decisions, and months of Salesforce integration work. WeaveOps provides the runtime, governance layer, and Salesforce bindings out of the box.

vs. Disconnected copilots

AI results live inside records

A sidebar chat your team ignores isn't AI adoption. WeaveOps writes outputs directly to Salesforce fields — linked to records, logged, auditable, and part of the workflow, not separate from it.

vs. Hard-coded flows

Configuration-driven, not code-driven

Every use case is metadata, not a deployment. Change instructions, data sources, or output mappings in the admin console and publish immediately — no release cycle, no IT ticket.

Governance by design,
not by configuration

Built for enterprise Salesforce environments where security review, audit trails, and user permission models are non-negotiable constraints — not features to add later.

Full security details
Credentials never touch Salesforce code

API keys flow through External Credentials and Named Credentials only. Never stored in Apex, Custom Settings, or queryable via SOQL.

Full CRUD and FLS enforcement

Every field read and record write is validated against the running user's permissions. Object-level and field-level checks run before every operation.

Per-tenant rate limiting

Each connected org has isolated rate limits. One org cannot impact another's quota or availability.

Namespaced tenant isolation

Storage, logs, and API credentials are namespaced per org. No cross-tenant data access is architecturally possible.

Configurable log retention

Control how long AI call logs are stored. Built-in purge endpoint supports GDPR and data minimisation policies.

AppExchange security review ready

Post-install automation, uninstall handler, no hardcoded credentials, constant-time key comparison. Built to pass.

Ready to get started

Configure your first use case
in under 30 minutes

Book a 30-minute walkthrough. See how WeaveOps fits your existing Salesforce environment and which use cases match your team's priorities.