Explore and visualize Salesforce data with natural language, and perform selected Salesforce actions by voice or text.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
IntelliSales — screenshot from the Salesforce AppExchange listing

What it does

IntelliSales lets Salesforce users ask questions about company data in natural language and view results as visualizations. Users can manage personal dashboards with natural language commands and request an explanation of how a result was produced. The add-in supports selected Salesforce actions through voice or text, including creating notes, creating tasks, and drafting emails. Administrators can control access at table and row level and apply dynamic masking to selected columns for user groups.

Key capabilities

from the Salesforce AppExchange listing

Natural-language data exploration

Users can ask questions about company data using natural language.

Data visualization

The add-in displays data visually and lets users save charts as images.

Personal dashboard management

Each user can manage a personal dashboard with natural language commands.

Salesforce actions

Users can create notes, create tasks, and draft emails through voice or text commands.

Access controls

Administrators can manage user access at table and row level.

Dynamic data masking

Administrators can designate columns for obfuscation for selected user groups.

Data export

Users can export data as an Excel file.

Result generation explanations

Users can request an explanation of how the chatbot produced a result.

Use cases

  • Users can continue a data discussion across multiple questions because responses consider earlier questions.

Who it's for

Salesforce users and administrators.

In the catalog

1,106 plugins in Salesforce Platform · Analytics

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«IntelliSales enables Salesforce users to "Talk" to their company database, get immediate answers and visualize data (Generative BI). It also enables users to perform some Salesforce operations using voice or text commands (e.g. creating notes, creating tasks and drafting emails). Data Exploration and Visualization …»

Official marketplace listing

Publisher
Intellimenta Analytics Inc.
Updated on marketplace
Facts verified