Clientell
AI agent for Salesforce. Type the change, ship it to your org.
Built for admins, RevOps, developers, and architects. Type what you need (build a Flow, offboard a user, refactor Apex, audit your org), Clientell ships it with audit trail and one-click rollback. From $99/month. Used by 500+ Salesforce teams.
Pricing
$99/month
Integration
native
Audiences
06 roles
Categories
06 areas
Best for
Salesforce teams that want one AI agent for every operational role admins, RevOps, developers, architects without per-seat tax, IDE setup, or per-conversation pricing.
Honest review
Where it shines, where it breaks.
Strengths
08- 01
Works for every operational role on a Salesforce team (admins, RevOps, developers, architects) from one interface, no per-seat per-role tooling tax
- 02
No IDE, no API setup, no prompt engineering required
- 03
Built-in audit trail and one-click rollback on every change
- 04
Predictable flat pricing at $99/month, no per-conversation surprises like Agentforce
- 05
Native to Salesforce, runs without Data Cloud and without managed-package install
- 06
Ships Apex, LWC, Flow XML, validation rules, permission sets, and SOQL. Full coverage of common admin and dev work
- 07
SOC 2, HIPAA, GDPR compliant out of the box
- 08
Works across Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud without extra licenses
Limitations
03- 01
Cannot edit Salesforce UI directly in Setup (handles Flow Builder, page layouts, and LWC instead)
- 02
Cannot create or update report types programmatically yet (on roadmap)
- 03
English-only natural-language interface (Spanish + French in 2026 H2)
Workflow examples
What it actually does in production.
- 01Workflow
Offboarding a user safely (admins)
Reassign all owned Accounts, Opportunities, and Cases to the right person. Revoke profile and permission set assignments. Deactivate the user. Release the license. Log everything in the audit trail. The 'someone left the company' workflow done in one prompt.
- 02Workflow
Lead routing audit and fix (RevOps)
Ask why a lead went to the wrong rep. The agent traces the routing through assignment rules, territories, and Flow paths. Surfaces the broken hop, proposes the fix, and ships it with a backfill plan for the leads currently mis-routed.
- 03Workflow
Build and deploy a record-triggered Flow (admins or RevOps)
Describe the trigger, the decision, and the action in plain English. The agent generates bulk-safe Flow XML, runs it against sandbox data, surfaces the diff and test results, then deploys to production with rollback SQL logged.
- 04Workflow
Refactor inherited Apex with AI pair programming (developers)
Open a 2,000-line legacy trigger. The agent explains it, proposes a trigger-handler refactor, writes real assertions on the business logic, and ships through your existing CI/CD with diff review.
Automation recipes
Paste-ready prompts you can run today.
- 01Prompt
Offboard user 'jane@company.com': transfer her open Opportunities to her manager, deactivate, log it.
- 02Prompt
Build a Flow that assigns leads by territory: ZIP-to-rep mapping with round-robin fallback when the rep is OOO.
- 03Prompt
Find Accounts with no activity in 90 days and tag them as at-risk; surface a list view for the AE.
- 04Prompt
Create a validation rule that requires Opportunity.LossReason__c at Closed Lost; test it against the last 200 closed records.
- 05Prompt
Generate a permission set that gives the Sales team field-level access to Opportunity.NextSteps__c on Sales Cloud profile.
- 06Prompt
Run a 3-pass dedupe on Account: by domain first, then fuzzy name match, then composite phone+address. Surface candidates for review.
- 07Prompt
Refactor this trigger to follow the trigger-handler pattern; add real assertions for the bulk-safety contract.
- 08Prompt
Document every custom object created in the last 6 months with field descriptions, usage frequency, and dependency map.
- 09Prompt
Audit our active Flows: which are paused, which have failed runs in the last 7 days, which have no test coverage.
- 10Prompt
Reconcile Account ↔ Contact: list every Account with a primary Contact whose email domain doesn't match.
Production use cases
Real workflows shipped inside customer Salesforce orgs.
What Clientell actually does day-to-day, broken down by role. Every entry is a workflow shipped in real production or sandbox orgs.
The day-to-day operational work that fills the admin's queue. Clientell handles each request end-to-end, from prompt to deploy.
- 01
Offboarding / deactivating a user safely
Ownership reassignment across Accounts, Opportunities, Cases. Permission set + profile cleanup. License recovery. Audit trail. The 'person leaves the company' workflow in one prompt.
- 02
Creating and testing validation rules
Generate the rule from natural language. Test against the last 200 records that would have triggered it. Deploy with rollback path. End the 'I'll write it Friday' deferment.
- 03
Access troubleshooting (FLS + object perms + sharing)
User can't see a record, edit a field, or run a report. Clientell traces the access through profile, permission sets, sharing rules, role hierarchy, and FLS. Surfaces the exact gap and proposes the fix.
- 04
Add a new field, make it usable in one shot
Field creation, FLS, page layout placement, report type inclusion, and Flow visibility. The 6 steps that normally span 3 days, completed in one prompt with rollback.
- 05
Data import preflight + bulk load
Validate the CSV against object schema, required fields, validation rules, and existing duplicates BEFORE the import. Surface what will fail. Then run the load with audit trail. Reduces import anxiety from hours of prep to minutes.
- 06
Build self-serve list views and quick reports
Reps ask 'can I see all my deals closing this month?'. Clientell builds the list view, configures the right columns and filters, shares it with the right group. Skip the report builder click maze.
The operational backbone that makes pipeline and forecast trustworthy. Clientell handles the audits, the cleanup, and the policy enforcement that RevOps owns but rarely has bandwidth for.
- 01
Lead routing audit + fix
Why did this lead go to the wrong rep? Clientell traces it through assignment rules, territories, and Flow paths. Surfaces the broken hop, proposes the fix, and backfills the misrouted records.
- 02
Pipeline hygiene + operating-cadence support
Identify stale deals (no activity in 14 days at early stage, 7 at late). Surface deals missing decision-makers or with optimistic close dates. Generate the nudge list for the next pipeline review.
- 03
Build / modify a record-triggered automation (Flow)
Policy enforcement at the data layer: if Stage = 5, require Next Step. If Loss Reason is empty at Closed Lost, block the save. The agent ships the Flow with bulk-safety and rollback.
- 04
Forecasting hygiene: required fields at the right stage
Loss Reason at Closed Lost. Next Step at every stage transition. Decision-Maker on every Stage 4+ deal. Generate, test, and deploy the validation rules that make forecast variance tractable.
- 05
Data quality reconciliation: Account ↔ Contact consistency
Find Accounts where the primary Contact's email domain doesn't match. Find Contacts whose Account is missing a Billing State. Generate the report and the fix list, deploy the corrections in approved batches.
The code work that AI is genuinely good at, plus the code work where AI fails silently without Salesforce-specific guardrails. Clientell carries the second category.
- 01
Greenfield Apex (triggers, handlers, service classes)
Bulk-safe by default. Governor-limit aware. Generates the trigger + handler + test class with real assertions, not 90% coverage of trivial assertEquals checks.
- 02
Lightning Web Components from a brief
Component HTML, JS controller, Apex backend, meta XML. Composed correctly with lightning-record-edit-form and getRecord patterns. Deployed to sandbox, preview link before production.
- 03
Refactoring inherited Apex
Open the 2,000-line legacy class. Agent explains it, proposes a refactor following the trigger-handler pattern, generates real test assertions, ships through your existing CI/CD.
- 04
Screen Flow + LWC integration
Build the Screen Flow that orchestrates the user journey, the embedded LWC for custom UI, and the Apex backend that stitches them. End-to-end without context-switching across three tools.
- 05
Error debugging across Flow + Apex + integrations
Pull the failure context (debug logs, Flow Run history, integration response). Trace the root cause. Propose the fix. Useful when the failure spans multiple layers and the stack trace alone isn't enough.
The strategic work. Visibility into what's actually in the org, what's drifted, and what's about to break. Clientell turns 'org audit' from a quarterly project into a continuous capability.
- 01
Continuous org audit
Every custom object, field, Flow, validation rule, profile, and permission set documented and dependency-mapped. Updated continuously, not as a Friday cleanup. The handover doc that stays accurate.
- 02
Process intelligence
Which Flows are running. How often. What they touch. What's failed in the last 7 days. The visibility you didn't know you were missing until you had it.
- 03
License + permission optimization
Inactive users still consuming licenses. Permission sets nobody's reviewed in 18 months. Profile sprawl across business units. Clientell surfaces the cleanup queue and ships the changes in approved batches.
- 04
Migration + consolidation operations
Multi-org consolidation, Workflow → Flow migration, sandbox refresh hygiene. AI plans the playbook. Humans approve each step. Audit log for compliance.
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- 01A
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- 02E
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- 03V
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- 04S
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Clientell handles the work the rest of this stack can't.
Build flows, clean data, manage users. From $99/month. SOC 2, HIPAA, GDPR compliant. No Data Cloud, no IDE, no surprises.
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