Cogniveil now integrates with Salesforce CRM for regulated teams

Organizations that use Cogniveil can now connect it to Salesforce CRM, so its AI coworkers can read Salesforce records and propose changes that a person confirms.

Salesforce CRM holds your team’s deals, onboarding cases, and service requests. When the checks behind them, such as a contract review or a KYC review, happen in another tool, someone has to copy the results into the record by hand. If you use Cogniveil, you can now connect the two.

Two ways to use it

A Salesforce record starts the work. An event in the record, such as an opportunity reaching the negotiation stage, can start a Cogniveil workflow that can write its result back to the record.

Your Cogniveil coworkers work with Salesforce data. Any of them can read records and propose changes. For example, you can ask one to list your accounts or to propose a new description for an opportunity.

Who confirms a coworker’s changes in Salesforce CRM

Each change a Cogniveil coworker proposes waits for a person to check the new value and confirm it. The coworker can see, and propose changes to, only the fields within the integration’s scope.

The coworker does the work. The human keeps the decision.

“Trust in AI is not built in a demo. It is built inside the systems people open every morning. By bringing our coworkers into Salesforce CRM, every change they suggest arrives with its source, and every final call stays with a person.”

Dimitris Dimitriadis, Founder & CIO of Cogniveil

If you already use Cogniveil, ask us to switch the integration on. If you do not, book a demo.

About Cogniveil

Cogniveil is a governed AI platform for regulated industries. Legal, audit, compliance, risk, finance, procurement, and onboarding teams hand the work to its AI coworkers. Every answer stays connected to its source, and every decision stays with their people. cogniveil.ai

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