Your Salesforce data. Answered, not exported.

Tell Clientell's AI agent what data you need in plain English. It writes the SOQL query, pulls the data, and formats it as a downloadable CSV or connects directly to your spreadsheet. No connectors to install, no API limits to manage, no formulas to write. Just describe the data you want.

Dataloader and spreadsheet connectors move data between Salesforce and spreadsheets. Clientell goes further: it pulls the data, deduplicates it, writes custom analysis code, builds charts, and then turns those insights into actual Salesforce automations (Flows, validation rules, field updates). You describe what you want to know. Clientell does the analysis and acts on the results inside your org.

Yes. Describe the report you need in plain English: 'Show me all opportunities by stage that closed last quarter with deal size over 50K.' Clientell writes the query, pulls the data, and generates the visualization. If you want it as a native Salesforce report or dashboard, it builds that too.

Clientell's AI agent uses bulk query patterns and the Composite Batch API to handle large datasets efficiently. It batches 25 queries per HTTP call, manages pagination automatically, and can process hundreds of thousands of records. You don't need to worry about governor limits, timeout errors, or chunking your exports manually.

Yes. Describe your deduplication criteria in plain English: 'Find duplicate Contacts by email domain and last name.' Clientell scans your records, identifies matches using fuzzy matching and exact match rules, shows you the duplicates for review, and merges them when you approve. Every merge is reversible.

Clientell is SOC 2 Type II certified, HIPAA compliant, and GDPR compliant. We're a registered Salesforce AppExchange partner. The AI reads your metadata and record data to perform queries and analysis. Nothing changes in your org without your explicit approval. All operations are logged and reversible.

For most teams, yes. If you're using Dataloader, spreadsheet connectors, or manual CSV exports to get Salesforce data into spreadsheets for analysis, Clientell replaces that entire workflow. Instead of export-to-sheet-then-analyze, you just describe what you want to know. The AI pulls the data, runs the analysis, and gives you the answer with charts. If you still want a CSV or spreadsheet, it exports that too.

Tracktable was a Salesforce scratchpad and data workspace tool. Its functionality has evolved into Clientell's AI-powered data analysis capabilities. Everything Tracktable did — pulling Salesforce data, exploring it in a spreadsheet-like interface, building quick reports — Clientell now handles with natural language. Just describe what you need instead of manually configuring queries and views.