AI on Salesforce — turn your CRM into a deal intelligence engine
Wonka AI connects to Salesforce to give your sales team instant access to deal intelligence, account history, and pipeline analysis — in natural language, without leaving the flow of work.
Use cases
Deal summaries and next steps
Get an instant summary of any deal: current stage, last activity, key contacts, open risks, and recommended next action.
Example prompt
"Summarize the Acme Corp opportunity: current stage, last touchpoint, key risks, and what I should do next."
Pipeline analysis and forecast
Ask for a pipeline view filtered by any criteria: territory, stage, rep, close date. Get an AI analysis of at-risk deals.
Example prompt
"Which deals in my pipeline are most at risk of slipping this quarter and why?"
Account research before calls
Before a sales call, get a briefing on the account: history, past interactions, open issues, and key stakeholders.
Example prompt
"Give me a briefing on Acme Corp before my call today: company context, our relationship history, and what they care about."
Frequently asked questions
Does Wonka AI modify Salesforce data?
No. Wonka AI reads from Salesforce for analysis and retrieval but does not write or modify any CRM data. All changes to Salesforce records must be made by users in Salesforce directly.
Which Salesforce editions are supported?
Wonka AI works with Salesforce Professional, Enterprise, and Unlimited editions via the Salesforce REST API. Salesforce Essentials is not supported due to API access limitations.
Is Salesforce data sent to external servers?
No. Wonka AI processes Salesforce data within your own infrastructure. No CRM data is sent to Wonka AI servers or any external service.
Your data stays yours. Your AI works for you.
Wonka AI deploys a private LLM inside your infrastructure — connected to your existing tools, processing everything on your servers. No data leaves. No cloud dependency. Full GDPR compliance, out of the box.
Book a demo- Model runs on your servers — nothing reaches a third party
- Connects to your full stack: SharePoint, Salesforce, Slack, Jira and more
- Deployed in weeks, not months
Your team is too good for this work.
Let's find out what they should stop doing. One call. No prep needed.
Let's talk