Seek for Salesforce

Effortlessly automate Salesforce setup with AI

Explore how the world’s first AI agent to complete Trailhead challenges can help you speed up Salesforce implementation and setup configurations. Join the waitlist to request early access.

Streamline Salesforce Setup and Management

Whatfix Seek automates time-consuming admin and developer tasks like creating fields and validation rules, and building flows and permission sets. It works round the clock to help you deliver changes faster, while you stay in control of every critical step.

As good as a certified Salesforce Admin

Seek for Salesforce has cleared all Trailhead Admin Beginner and Intermediate challenges, proving its ability to handle real-world implementations end-to-end.

Why should you choose Seek for Salesforce?

Automate repetitive tasks

Save hours by offloading time consuming admin tasks like field and object creation, validation, and report generation

Keeps you in control

Stay in charge with human-in-the-loop approvals with checks in at critical points, ensuring trust, compliance, and governance.

Built for Enterprise

Enterprise ready Assistant works with a UI-first approach, making it resilient to API restrictions and lets it handle complex workflows

What can you do with Seek for Salesforce?

Creating objects, fields, and relationships in just one command

  • Example Prompt: "Create a custom object called Customer Visit with fields: Visit Date (Date), Purpose (Picklist: Demo, Support, Renewal), and Notes (Long Text). Relate it to Account with a lookup relationship."

Designing page layouts, record types, and Lightning apps instantly

  • Example Prompt: "Customize the Account Lightning Record Page using the Header and Right Sidebar template, with the Highlights Panel at the top, Activities and Chatter on the right, and a Tabs component showing Details and Related in the main section. Save and activate it as the org default for desktop."

Build flows from plain English

  • Example Prompt: "Create a record-triggered flow on Lead object that sets the 'Possible Matching Account' lookup to the most recent Account whose Name matches the Lead's Company. Save it as 'Check New Lead for Matching Account'."

Setting up user profiles and permission sets with precision

  • Example Prompt: "Create a permission set called 'Manage Positions' with object permissions Read, Create, and Edit on the Position object. Then, add this permission set to the existing 'Recruiters' permission set group."

Auto-generate validation rules

  • Example Prompt: "Add a validation rule on Opportunity: Close Date cannot be earlier than today."

Generating email templates and approval processes in minutes

  • Example Prompt: "Create an approval process on the Account object that ensures any Prospect account with more than 500 employees is reviewed and approved before being converted to a Customer"

Trusted by leading enterprises like yours

"By partnering early with Whatfix, our admins and developers see the potential of Seek for Salesforce in transforming the Salesforce development lifecycle. We are confident it will drive significant improvements in delivery speed and developer efficiency, enabling us to create greater value for our customers worldwide."

Vaibhav Verma, Chief Operating Officer at Quadrafort (a Salesforce Summit Partner)

Frequently Asked Questions

Why is Seek for Salesforce in early access?

Seek for Salesforce is currently in early stages of the product lifecycle, and we are working closely with select design partners as early access before making it available for all. You can fill the form above to join the waitlist.

Is my data safe with you?

Whatfix employs robust security protocols to ensure the AI system is resistant to attacks. Model inputs are processed within a secure cloud environment. We maintain certifications against globally recognized information security compliance standards like ISO27001 and SOC2. Whatfix is also compliant with Data Privacy standards like GDPR and CCPA.

Will Seek work on other applications?

As of now, we are only offering early access to support admins and developers on Salesforce, but Seek's technology is application agnostic, and will be available for other applications soon.

How do I connect Seek with my Salesforce account?

No need to connect, you need to simply login into the application as you usually do and Seek will execute tasks on your behalf.

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