Salesforce PlatformYour AI Operating System
for Salesforce
Automate CRM operations, generate content, deploy Apex and LWC, and orchestrate business workflows — all through one chat interface with human approval at every gate.
Salesforce PlatformAutomate CRM operations, generate content, deploy Apex and LWC, and orchestrate business workflows — all through one chat interface with human approval at every gate.
DAISA connects to your Salesforce org and handles business operations through chat — lead management, pipeline automation, case routing, content generation, and more.
AI-powered lead scoring, assignment, qualification workflows, and conversion to Account/Contact/Opportunity — orchestrated from chat.
Automate opportunity stage transitions, probability tracking, forecasting updates, and deal-specific content generation through natural conversation.
AI-assisted case routing, escalation, SLA tracking, and knowledge-backed resolution. Agents research issues and recommend solutions automatically.
Generate email templates, proposal content, campaign copy, and social posts tailored to your Salesforce data — accounts, contacts, and opportunity context.
Design multi-step Salesforce workflows via chat — record-triggered actions, approval processes, and cross-object automations with conditional logic.
Ask for reports and dashboards in natural language. DAISA queries your Salesforce data and generates insights, summaries, and custom report metadata.
Describe what you need in plain language. DAISA writes production-grade Salesforce code and metadata following platform best practices — bulkified Apex, proper patterns, 90%+ coverage, Agentforce agents, and deployable configurations.
Bulkified Apex with one-trigger-per-object handler pattern. No SOQL/DML in loops, governor-limit safe, with meaningful exception handling.
Modern LWC development with proper HTML templates, JavaScript controllers, and CSS modules. Reactive data binding and Lightning Data Service integration.
Record-triggered flows, screen flows, and scheduled flows via metadata. Replaces legacy Workflow Rules and Process Builder.
Full metadata XML for custom objects, fields with proper FLS, picklist values, record types, and relationship definitions.
90%+ code coverage with positive, negative, and bulk test cases. @TestSetup methods and proper governor limit testing.
Metadata API and SFDX deployments with package.xml manifests. GitHub PR creation and Apex test validation gates built in.
AI agent topics, actions, prompt templates, and agent configurations via metadata. Build autonomous service and sales agents that work alongside your team.
Dynamic FlexiPages with conditional visibility rules, dynamic forms, and responsive layouts. App Builder page configurations deployed as metadata XML.
Custom Lightning apps with tabs, utility bars, navigation items, and app-specific branding. Full app metadata packages ready for deployment.
FlexCards, Integration Procedures, DataRaptors, and OmniScripts — now natively built on the Salesforce Platform with faster compilation and deployment.
Data model objects, calculated insights, data streams, segments, and activation targets. Connect and harmonize data across your entire enterprise.
Permission sets, permission set groups, sharing rules, and field-level security metadata. External Client Apps for modern OAuth integration patterns.
Whether it's a CRM operation, content request, or code deployment — describe it in chat and DAISA handles the rest with human approval at every critical gate.
Describe what you need — update a lead flow, generate campaign content, or deploy an Apex trigger.
DAISA classifies your intent and routes to the right execution path — operations, content, workflow, or code.
Specialized agents handle CRM updates, content creation, Apex development, or metadata deployment autonomously.
Review results and approve before deployment. AI recommends, you decide — full control at every critical step.
Deployed to your Salesforce org, committed to GitHub, or delivered via email — with full audit trail.
Stop switching between Setup, VS Code, and your CRM. DAISA handles operations, content, and code deployment from a single AI-powered interface.
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