With the rise of generative AI, businesses aren’t just asking how CRMs like Salesforce can boost ROI anymore—they’re looking at how AI-powered technology can come together to transform their operations entirely.
This shift can redefine workflows for the 150,000+ businesses that rely on Salesforce. AI is more than an add-on now; it's changing how sales, marketing, and customer service teams work.
In this article, we will explore the best AI tools for Salesforce that help make your businesses intelligent.
So, let’s get right into it.
The 6 best AI-powered tools for Salesforce
Let’s have a brief look at the 5 meeting tools before we talk about them in detail:
1. Fireflies: An AI notetaker that transcribes, summarizes, and analyzes sales calls. Integrates with Salesforce to log call notes and action items.
2. Slack AI: Slack’s built-in AI for summarizing threads and providing conversational answers. Integrates with Salesforce for CRM data retrieval directly in Slack.
3. Einstein for Salesforce: A native AI tool on Salesforce for predictive analytics and intelligent automation.
4. Salesforce’s Einstein Copilot: A conversational AI assistant within Salesforce that uses organizational data to provide actionable insights and automate tasks.
5. Agentforce: An AI agent-building platform for creating specialized autonomous agents for specific tasks.
6. Code Builder: A browser-based Integrated Development Environment (IDE) for Salesforce.
1. Fireflies
Fireflies.ai is an AI-powered notetaker that’s perfect for sales teams using Salesforce. It transcribes, summarizes, and analyzes all sales calls with high accuracy.
Fireflies helps sales reps eliminate administrative tasks, allowing them to save time and focus on building relationships and closing deals faster. With a dedicated Salesforce integration, Fireflies automatically logs call recordings, transcripts, and notes into the CRM under the right contacts.
Key features
Accurate transcription and summaries
- Transcribe meetings, sales calls, and webinars with 95% accuracy.
- AI-generated summaries instantly recap discussions, highlighting key takeaways, action items, and next steps.
Native Salesforce integration
- Automatically log meeting notes, transcripts, and recordings into Salesforce under the correct contact, lead, or opportunity.
- Updates Salesforce records with minimal manual intervention, keeping your CRM data up-to-date and reliable.
- Automatically extracts action items and tasks from sales calls and assigns them to relevant team members, ensuring no missed follow-ups.
- Pushes meeting action items as tasks to your Salesforce To Do List.
Multi-language support
- Transcribe sales meetings in 100+ languages, making it ideal for global sales teams working across different regions.
Personal AI assistant AskFred
- AskFred, Fireflies’ ChatGPT-like assistant, can answer questions from past meetings, such as “What were the key objections raised by this prospect?”
- Generate tailored follow-up emails or dig into past conversations to locate the needed information.
Soundbites
- Highlight and share critical moments from sales calls as soundbites to align team members or share customer insights with stakeholders.
- Create Playlists for relevant soundbites for easy organization and sharing.
In-person meeting transcription
- With the Fireflies mobile app, you can transcribe in-person meetings or field conversations and sync them directly with Salesforce.
Privacy and security
- Fireflies is SOC 2 TYPE 2, GDPR, and HIPAA-compliant, making it suitable for industries with strict data privacy requirements.
- Private storage options are available for enterprises. Your sensitive sales data remains secure and accessible only to authorized users.
Custom AI Apps for sales
- Use AI Apps like Attendee Contribution, Deal Risk Detector, and Engagement Monitor to generate tailored meeting notes that provide actionable insights for sales teams.
- Sync AI Apps outputs to Salesforce and other work apps.
Seamless integrations
- Beyond Salesforce, Fireflies integrates with over 50 platforms, including popular ones like Slack, HubSpot, Asana, and ClickUp. It also supports 8 major video conferencing tools like Zoom, Google Meet, and Microsoft Teams.
Pricing:
- Free Plan: Unlimited transcription for meetings if Fireflies joins all calendar events.
- Pro Plan: $10/user/month, billed annually. Unlimited transcription, AI summaries, and integrations.
- Business Plan: $19/user/month, billed annually. Includes advanced features like unlimited storage, admin controls, conversation analytics, and priority support.
- Enterprise Plan: $39/user/month, billed annually. For larger teams, with a dedicated account manager, SSO, and Private Storage.
2. Slack AI
Slack AI is Slack’s in-built AI that summarizes conversation threads quickly and answers all user questions conversationally. It is designed to streamline communication and improve information retrieval.
Businesses can access Slack AI within Slack, where all the team communication happens.
Slack AI integrates with Salesforce, allowing users to access and interact with critical Salesforce data directly in Slack.
Key features
- Delivers a daily recap summarizing key updates from selected channels so users can catch up on essential discussions they may have missed.
- Provides personalized, intelligent answers to queries posed in natural language, with direct citations from relevant messages for verification.
- Generates highlights from channels and threads over customizable time frames (daily, weekly, or specific date ranges) so users stay informed.
- Integrates with Salesforce data directly within Slack, enabling users to retrieve CRM insights seamlessly.
- Currently available in 3 languages: English, Spanish, and Japanese.
Pricing:
Slack AI is a paid add-on for all paid Slack plans for $10/user/month for Slack Pro and Business+ plans.
3. Einstein for Salesforce
Einstein for Salesforce is a native predictive AI tool built specifically for the Salesforce platform. It enhances customer relationship management on Salesforce through intelligent automation and predictive analytics.
Leveraging machine learning, Einstein provides actionable insights to sales, marketing, and service teams so they can make informed decisions. It allows businesses to anticipate customer needs and tailor their strategies accordingly.
Key features:
- Automatically assesses the likelihood of leads converting into customers based on historical data.
- Delivers tailored product and service suggestions to customers based on their previous interactions and preferences.
- Analyzes customer interactions to identify trends and patterns so teams can refine their engagement strategies.
- Build AI chatbots for repeating customer inquiries, freeing up human agents for more complex issues.
Pricing: Contact Salesforce for pricing details
4. Salesforce’s Einstein Copilot
Unlike Salesforce Einstein, a broader AI platform that offers lead scoring, opportunity insights, and prediction models, Einstein Copilot is a conversational AI assistant. It allows users to ask questions, generate content, and automate actions dynamically.
What sets Einstein Copilot apart from other AI assistants is its ability to utilize an organization’s unique data and metadata. This ensures that the insights and recommendations it generates are relevant and actionable while adhering to privacy and data governance standards.
Key features
- Provides real-time guidance based on user actions and historical data, helping users make informed decisions quickly.
- Seamlessly connects with various Salesforce tools to provide a unified experience, allowing users to access relevant information without switching between applications.
- Summarize sales records to accelerate deal closures by generating personalized proposals.
- Enables businesses to tailor the assistant's capabilities to fit their specific processes and needs, ensuring that it aligns with organizational goals.
Pricing: Contact Salesforce for pricing details
5. Agentforce
Salesforce’s Agentforce allows companies to build and deploy self-sustaining AI agents to service employees and customers. These agents are preloaded with relevant business context, allowing them to specialize in specific tasks.
Agentforce enables these autonomous agents to act independently by providing them access to verifiable information from various sources. You can allow AI agents to access the Salesforce CRM or any relevant custom databases.
This way, agents can provide accurate, real-time answers to customer and user requests and solve issues promptly.
Key features:
- Agentforce agents engage customers and employees 24/7, providing immediate assistance and resolving inquiries.
- Each agent is tailored to specific business needs, whether for customer service, sales, marketing, or other functions. Users can define the agent's role and the goals it should achieve.
- Agents can perform predefined tasks based on triggers or instructions, such as running automated flows or prompting templates.
- Built-in security features ensure that agents operate within defined boundaries, including instructions for escalating issues to human representatives when necessary.
Pricing: Agentforce pricing varies based on customization needs and usage levels. Contact Salesforce for exact pricing details.
6. Code Builder
Salesforce Code Builder is a browser-based Integrated Development Environment (IDE). It allows developers, administrators, and architects to build and modify Salesforce applications effortlessly.
The builder maximizes productivity while providing agile, modern development tools in the browser.
Key features:
- Developers can start customizing Salesforce on a web browser, eliminating the need for local installations or updates.
- With Einstein for Developers, users can use generative AI to write, test, debug, and efficiently refactor existing code faster.
- Code Builder comes preconfigured with essential Salesforce languages and frameworks such as Lightning Web Components, Apex, and SOQL queries.
- Users can customize their IDE experience by adding third-party extensions from the Open VSX marketplace.
Pricing: Salesforce Code Builder comes at no additional cost with Salesforce Professional Editions and above.
Key takeaways
AI-powered tools for Salesforce mark a turning point for businesses seeking smarter, more efficient operations. These tools help drive meaningful results in everything from sales and marketing to customer service and development.
Whether it’s Fireflies.ai automating call notes, Einstein providing predictive insights, or Slack AI enhancing communication, all demonstrate the potential of AI when paired with Salesforce.
By leveraging these solutions, businesses can save time, enhance decision-making, and stay ahead of the competition.
Explore the options, choose the ones that align with your goals, and transform how you work with Salesforce.
