About the Client
The client, an organization in the artificial intelligence domain, wanted to enhance Salesforce usability by introducing an intelligent copilot that could execute CRM tasks via natural language commands.
They collaborated with Rolustech to design a scalable, AI-driven solution that automates Salesforce operations, reduces manual effort, and streamlines workflows through conversational automation.
Challenge
Before implementation, the client’s Salesforce users handled most operations manually, resulting in delays and inefficiencies.
Key pain points included:
- Manual Operations: Repetitive Salesforce actions consumed valuable time and effort.
- Limited AI Interaction: Users couldn’t perform CRM functions through natural language input.
- Authentication Interruptions: Frequent logins and token expirations disrupted workflow continuity.
- Scalability Limitations: The Existing architecture couldn’t support AI workloads and real-time automation at scale.
These challenges reduced productivity, slowed execution, and prevented users from fully leveraging Salesforce’s capabilities.
Solution
Rolustech implemented an AI-powered copilot that integrates automation, scalability, and the Salesforce environment.
Key Components:
- Conversational AI Integration: Connected OpenAI APIs to understand user prompts and trigger Salesforce operations such as creating, updating, or deleting records.
- Salesforce Connectivity: Utilized JsForce SDK for secure read/write access, enhanced by automated re-authentication for uninterrupted sessions.
- Cloud-Native Infrastructure: Built a scalable architecture using Pulumi for Infrastructure as Code (IaC), deploying Azure App Service and Cosmos DB for reliability and performance.
- Automated Workflows: Developed APIs to manage communication threads, process AI responses, and execute Salesforce tasks in real time.
The solution unified Salesforce, Azure, and AI capabilities, creating a modern, intelligent ecosystem that simplifies complex CRM workflows.
Impact
- 60% faster Salesforce operations: Automation eliminated manual, time-consuming actions.
- Continuous session management: Auto re-authentication ensured seamless performance.
- Improved accuracy: AI-assisted execution reduced human error.
- Cloud scalability: Azure-based deployment enabled efficient scaling and consistent uptime.
Results
With Rolustech’s tailored implementation, the client successfully:
- Deployed an AI copilot for intelligent Salesforce task automation.
- Unified CRM and AI under a single interactive interface.
- Enabled real-time automation with secure, scalable cloud infrastructure.
- Enhanced user experience through conversational task handling.
- Established a future-ready framework for multi-platform AI extensions.
The outcome is a connected, intelligent, and scalable Salesforce environment empowering teams to work faster, make smarter decisions, and embrace next-generation CRM automation.
Reimagine Salesforce with AI.
Transform your CRM with AI-powered automation, natural language interaction, and scalable cloud infrastructure built by Rolustech’s Salesforce experts.
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