Salesforce

Salesforce

Audit Salesforce Knowledge and CRM content so AI agents quote articles your reps actually trust.

Category
Knowledge & support systems

We index Salesforce Knowledge, macros, and CRM content—then surface every conflict between what's in the article and what's in the record.

What Human Delta does with Salesforce

  • We crawl every Knowledge article, macro, and case template across every Salesforce instance you run. You see every contradicting article and every macro that's drifted from the canonical answer.
  • Convert rep-written runbooks and macros into structured, versioned entries with audit trails. Every entry has an owner, a last-edit timestamp, and a defensible answer.
  • Feed validated Salesforce knowledge to your chatbot, copilot, IVR, and email triage from a single API. Reps and agents see the same answer.
  • Every Knowledge edit, every macro update, every product change retunes the knowledge base. The AI stays grounded as the org evolves.

How it works

  1. 01Connect the source—paste a URL or use an OAuth connector.
  2. 02Human Delta indexes every page, article, and record, then runs the audit.
  3. 03Review findings in hours. Approve fixes. Ship validated knowledge to your AI.

Audit Salesforce in under 24 hours.