Account brief drafting from CRM and email context
Designed around a clear trigger inside Salesforce, a reviewed AI draft and a measurable reduction in admin time.
SalesforcetoReview
CRM and pipeline software
AI automation for Salesforce.
AI automation for Salesforce means layering reviewed AI agents on top of Salesforce to handle work like account brief drafting from CRM and email context, opportunity summary drafts for forecast calls working natively with Salesforce features like Sales Cloud, Service Cloud, Agentforce. Horizon AI scopes one workflow, builds it with human approval on the decisions that matter, and hands over a runbook - your data stays in Salesforce.
Salesforce is the world's most-used enterprise CRM and is widely deployed across Australian mid-market and enterprise teams. Horizon AI builds reviewed AI workflows that sit inside Salesforce, layered onto how your team already works.
30 min with our Director. No sales rep, no follow-up.
Salesforce
CRM and pipeline
- Cleaner CRM notes after every client touch
- Faster lead summaries and next-step drafts
- Reviewed AI drafts for follow-up emails
- Less pipeline hygiene work per rep
How AI fits in Salesforce
AI workflows that speak Salesforce's language.
Below are the actual product modules, features and ecosystem partners Salesforce uses - the AI layer Horizon AI builds slots into these, not around them.
Horizon AI extends Agentforce and Einstein with custom autonomous agents grounded in Data Cloud that handle case deflection in Service Cloud, draft account plans in Sales Cloud, and execute multi-step actions via Flow Builder. Agents read unified customer profiles, escalate to humans when policy requires, and log every step for audit. We build Lightning components, Experience Cloud portals and Apex triggers that connect Salesforce to your ERP, billing, and document systems so reps spend less time on data entry and more time selling.
By the numbers. Salesforce commonly cites 150,000+ customers across its product line (widely referenced, not consistently audited).
Salesforce modules and features we work inside
Sales CloudService CloudAgentforceEinsteinData CloudFlow Builder
Other Salesforce implementation specialists in Australia
- Deloitte Digital (Salesforce Summit Partner, named ANZ Partner of the Year)
- Accenture (Salesforce Summit Partner, top APAC implementation partner)
Horizon AI sits alongside these specialists - not as another implementer of Salesforce itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Salesforce AI workflows
First workflows worth automating in Salesforce.
Each workflow has a defined trigger inside Salesforce, a reviewed AI step and a measurable change in how the team spends its week.
Opportunity summary drafts for forecast calls
Designed around a clear trigger inside Salesforce, a reviewed AI draft and a measurable reduction in admin time.
SalesforcetoReview
CRM note hygiene from activity logs
Designed around a clear trigger inside Salesforce, a reviewed AI draft and a measurable reduction in admin time.
SalesforcetoReview
Follow-up email drafts in the rep's voice
Designed around a clear trigger inside Salesforce, a reviewed AI draft and a measurable reduction in admin time.
SalesforcetoReview
Customer health summary drafts for CS
Designed around a clear trigger inside Salesforce, a reviewed AI draft and a measurable reduction in admin time.
SalesforcetoReview
How the integration works
AI inside Salesforce, not bolted on top.
Horizon AI integrates with Salesforce through its REST API or native app marketplace, with scopes limited to the records, pipelines and properties each workflow needs.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services - wire Salesforce into Horizon-built workflows
- AI implementation services - scope, build, test and hand over the workflow
- AI workflow audit - review what should be automated first
workflow.liveLive
SalesforceSource
Reviewed draftReview gate
SalesforceAction
- AI Summary drafted review
- OK Salesforce update prepared queued
Often paired with
Software we build Salesforce workflows alongside.
Best fit for
Salesforce sits at the centre of crm and pipeline teams.
If you run crm and pipeline on Salesforce, the sector landing page covers the full software stack we build around.
Common questions
Salesforce AI automation, answered.
Can AI handle account brief drafting from CRM and email context in Salesforce?
Yes - this is one of the first Salesforce workflows Horizon AI builds. An AI agent watches for the trigger inside Salesforce, drafts the account brief drafting from CRM and email context, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Salesforce features like Sales Cloud and Service Cloud?
It works alongside them. Horizon AI builds against Salesforce's own capabilities - Sales Cloud, Service Cloud, Agentforce, Einstein - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles. For context, Salesforce reports salesforce commonly cites 150,000+ customers across its product line (widely referenced, not consistently audited).
Can Horizon AI integrate with Salesforce?
In most cases yes. Salesforce exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Salesforce?
No. Salesforce stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Salesforce.
Which crm and pipeline workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for professional services firms patterns we have built before.
Ready to layer AI inside Salesforce?
Tell us the Salesforce workflow you'd rather not be doing yourself. We will scope what it would cost to automate and what you would save, before the call ends.