What Horizon can see
Accounts, contacts, leads, opportunities, cases, activities, files and approved custom records.
SalesforceCRM and pipeline software
AI automation inside Salesforce.
Bring Salesforce work together with email, documents and other systems, then prepare changes for review.
Account briefing
MD
@Horizon, brief me on this account using its opportunities, open cases, recent activities and approved documents.
On it. Checking Salesforce now.Opportunities, activities and documents checked in SalesforceChanges since the last check pulled firstCross-checked and compiled into one briefing
A joined account briefing.
Pipeline exception list
ER
@Horizon, show me opportunities with no recent activity or missing next steps.
On it. Checking Salesforce now.Opportunities and activity checked in SalesforceMissing items listed for follow-upCross-checked and compiled into one list
A pipeline exception list.
Update pack
NB
@Horizon, prepare the opportunity update, task and case note from this meeting, but save nothing until approved.
On it. You approve before anything is saved.
The approved details read from this threadDraft opportunity and task prepared for SalesforceNothing saved in Salesforce until you approve
A Salesforce update pack ready to approve.
Works alongside
The connection
How does Horizon actually get into Salesforce?
Horizon connects through Salesforce's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
SalesforceYour approved records
What Horizon can prepare
Horizon shows your team supported record, task and case updates for staff review before saving.
How work can start
Salesforce can notify Horizon about selected record changes and business events, while other checks run on schedule.
What we confirmed about the Salesforce connection
- The Salesforce edition and licences determine whether the connection is available.
- Horizon keeps the organisation's existing object and field security rather than bypassing it.
- Custom validation and automation can affect a proposed change, so writes are tested and shown to staff first.
Checked against official Salesforce information on .
Day to day
Use Salesforce without jumping between systems.
Salesforce stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Salesforce.
Common questions
Using Horizon with Salesforce, answered.
What could our team ask Horizon to do with Salesforce?
Bring Salesforce work together with email, documents and other systems, then prepare changes for review. Typical results include a joined account briefing, a pipeline exception list, and a Salesforce update pack ready to approve.
Can our team use Salesforce from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Salesforce information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Salesforce with Outlook, SharePoint or our other software?
Yes. We design one workflow around Salesforce and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Salesforce, not just answer questions?
Yes, where Salesforce supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Salesforce?
We start with one useful, controlled request such as: @Horizon, brief me on this account using its opportunities, open cases, recent activities and approved documents. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Salesforce administrator approves a connected application and user permissions. Available objects, fields and features depend on the organisation.
Does Horizon replace Salesforce?
No. Salesforce remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Salesforce workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Salesforce.
Tell us the Salesforce job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.