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Clientell

Clientell

Technology, Information and Internet

San Francisco, California 3,056 followers

Build Anything in Salesforce Within 5 Minutes with Agents!

About us

At Clientell AI, we’re reimagining the Salesforce experience. Imagine AI agents that can clean your data, build complex workflows, and resolve RevOps tickets instantly. Our promise? To transform clunky, time-consuming admin tasks into a seamless, almost delightful part of your day. We’re not just automating processes; we’re offering a glimpse into the AI future of Salesforce. For RevOps and Sales leaders, it means fewer roadblocks and more momentum. For Salesforce admins, it’s the freedom to innovate rather than get bogged down in routine tasks. Step into a world where your Salesforce environment works for you—effortlessly and intuitively.

Website
https://www.clientell.ai/
Industry
Technology, Information and Internet
Company size
11-50 employees
Headquarters
San Francisco, California
Type
Privately Held
Founded
2022
Specialties
Artificial Intelligence, CRM Automation, Salesforce Development, RevOps Consulting, and Salesforce Admin

Products

Locations

Employees at Clientell

Updates

  • Clientell reposted this

    Twelve things Salesforce teams stopped doing this year. Nobody made an announcement. The work just shifted.  • Building Flows by hand → "build me a Flow that does X" agent ships it and tests it for you.  • "Why is this broken?" Slack pings at 6pm → agent debugs, drafts the fix, pings you in Slack for approval.  • Friday deploys with crossed fingers → agent tests every change in sandbox first, then promotes to prod.  • Clicking through profiles to find risky perms → "show me everyone with Edit Readonly Fields access" agent answers in seconds.  • 273 automations stacked on a single object → one view of every Flow, Trigger and Validation Rule and where they collide.  • Scrambling to hit 75% Apex coverage before deploy → aegnt writes the test classes alongside the Apex it ships.  • 377 unused fields nobody dares delete → audit that flags every unused field and tells you what's safe to drop.  • Documenting the org in Confluence → ask the org anything; fields, flows, dependencies, answer in seconds.  • Setup Audit Trail spelunking for "who changed this?" → every finding shows who changed what, when, down to the minute.  • Hunting where deals stall in Excel → a process map showing cycle time, rework loops, and where deals stall.  • SOC 2 pre-audit panic → continuous tracking across SOC 2, ISO 27001, GDPR, HIPAA with 144 controls.  • Quarterly PDF audits nobody reads → an AI Readiness score, benchmarked against the industry, in 10 minutes. Salesforce teams didn't get replaced. They got promoted. The role used to end at "I built it." Now it starts at "I designed it." The work didn't disappear; the clicking did. Admins, devs, architects, consultants, what did you stop doing this year? _____ PS: 2000+ Salesforce teams use Clientell AI to do their everyday Salesforce work (including everything listed above and much more). Want a FREE trial? Drop me a DM or go here: app.clientell.ai

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  • Clientell reposted this

    Did we make Salesforce deployments too easy? Today we're shipping deployments inside the Clientell agent. You pick a source and a target. Sandbox to prod, prod back to dev, any direction. You pick what's moving. Apex, triggers, custom objects, whatever. The agent surfaces every dependency your code touches upfront. Every field, object, and class it relies on. You see the full code diff, unified or split, every line before it ships. You validate and run tests inside the same bundle. Then just deploy it. Or skip the UI entirely and just talk to the agent. Same workflow. Same checks. One chat. Every deployment lives in history. Who shipped it. What was in it. What passed. The audit log the compliance team has been asking for finally exists. Did we make it too easy? I'll let our users be the judge. So go try it today. Would love your brutally honest thoughts. (yes it's free) app.clientell.ai #Salesforce #RevOps #SalesforceAdmin #SalesforceDeveloper

  • Clientell reposted this

    Two kinds of people are reading this right now: Salesforce admins who are about to be very excited, and Salesforce vendors who are about to be very unhappy. We built the arguably best AI agent that does your everyday Salesforce work. Then we realized our customers were still paying for ten other tools just to work inside Salesforce. One tool to audit the org. One to document it. One to map the processes. One to track changes. One to deploy. One to clean data. (the list goes on) Ten logins. Ten contracts. Ten dashboards. None of them talking to each other. And the admin still doing the work by hand at the end. Today we collapsed that stack. Org Intelligence + Process Intelligence are now part of our agentic harness for Salesforce. The same agent that already did EVERYTHING you used to do manually in Salesforce, from prompts, can now also audit and map your org, score your AI readiness against your industry, pull every change down to the second from the Setup Audit Trail, map every workflow from intake to resolution, and surface every process bottleneck. And, it doesn't just tell you what's wrong.     It fixes it. Detect the issue autonomously → prepare a plan simultaneously → you audit the plan, approve or suggest improvements → the agent drafts the change, tests it in your sandbox, shows you the diff, deploys on your command. The decades-old technical debt sitting in your org since 3 admins before you? You can finally clear it. For good! And we've made it completely free (BTW). app.clientell.ai Try it on your own org today. You'll find things you didn't know existed. #Salesforce #RevOps #SalesforceAdmin #AI

  • Clientell reposted this

    Wondering how to check your Salesforce org health in 10 minutes? We built the answer. Most teams spend weeks and still miss half of it. I'll be honest. This one took months to build. The more real Salesforce orgs we looked at, the worse it got. Workflow rules from 2019 firing alongside modern flows. 14 flows on a single object racing each other on every save. Integration users walking around with full admin rights. Hundreds of custom fields nobody uses. Apex classes with zero test coverage. Licenses paid for, never assigned. And nobody knew. Because nobody had looked. That's what real orgs look like under the hood. And the people responsible for cleaning it up are two-person admin teams with no documentation, no roadmap, and pressure from above to ship faster. They deserved something better than a PDF. So we built Org Audit inside Clientell. One scan. Under 10 minutes. Seven sections of your org, scored honestly: - Metadata and configuration — how bloated your object and field model actually is - Automation and logic — where your flows are stepping on each other - Data quality — fields nobody fills, rules nobody enforces - Security and access — profiles that shouldn't exist, Apex that shouldn't trust - Technical debt and code — SOQL in loops, hardcoded IDs, no-sharing classes hiding in plain sight - Packages and integrations — every installed package and connected app adding risk - Usage and adoption — whether your team is actually using what you built Here's where we're different. Other tools find the problems and hand them back to you. Clientell AI fixes them. Every finding comes with an AI-generated fix prompt. Click it, the agent drafts the change, tests it in your sandbox, and walks you through deployment. Find the issue. Fix the issue. In the same platform. Plus a 30/60/90-day roadmap. An executive PDF. Go run yours. It's free. 👇 This is Org Audit running on a live Salesforce org. One scan. Real numbers. #Salesforce #SalesforceAdmin #RevOps

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  • Clientell reposted this

    I've watched talented admins spend 80% of their week on work an agent could handle in minutes. Here's what their Monday looks like. They open Slack. Fourteen messages. Three of them start the same way: "can you just quickly add a field, fix a permission, check why this report broke over the weekend." They start with the broken report. Two hours gone. Not because it's hard. Because figuring out why a flow stopped working means digging through logs, pulling in a dev, tracing every dependency by hand. By the time that's done, the deployment request is waiting. The dev team needs a sandbox comparison before anything goes to production. The admin checks what changed. Something looks off but they're not sure. They push it. Two days later something breaks in prod. The 1am Slack message goes to the admin. In between, five permission requests sitting in the queue. Each one marked urgent. Each one needs a ticket, a review, a deploy window. And somewhere in all of this, the CRO needs pipeline numbers for the board. The data's a mess. Lead Source has twelve versions of the same value. The admin opens Excel. This is every week. Not a bad week. Just the week. Not because the admin is slow. Because the system was never built to let one person move fast. Here's what the agent takes off the plate: - Traces broken flows and explains what went wrong - Runs sandbox vs production comparison before every deploy - Executes permission changes on demand - Standardizes field data before it becomes a board problem That's why we built Clientell. The agent handles the "can you just quickly" requests, traces the broken flow, runs the sandbox comparison, executes the permission changes. All inside Salesforce, in plain English, without the queue. The admin doesn't disappear. They just stop being the bottleneck for things that should never have needed a human. I ran these exact scenarios on Clientell. Dropping the real prompts and agent responses in the first comment so you can see exactly what this looks like in practice. What does your admin's Monday morning look like? #Salesforce #SalesforceAdmin #SalesforceDev

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  • Clientell reposted this

    A consultant I know just finished a 14-month Salesforce implementation on Professional Edition. The project started in 2024. It wrapped last month. Somewhere in between, Salesforce stopped selling the edition her entire architecture was built on. Nobody told her. Nobody told the client. They found out from a blog post. That's not a bug. That's what a platform pivot looks like from the inside. The C-suite shuffle, the Pro Edition sunset, the Summer '26 dev features, the widening pay gap, it's all connected, and it's all in this week's newsletter.

  • Clientell reposted this

    Does doing Salesforce certifications in 2026 mean anything? I think the answer is: yes, but not the thing they used to mean. And the gap between those two things is where the whole credentialing conversation in this ecosystem now lives. Here's the pattern. When a credential is rare, it filters. When it becomes widely held, it becomes table stakes. The same badge that used to open the door becomes the thing every applicant has when they walk through. The signal didn't get weaker because the credential got worse. The math caught up to it. Salesforce has been issuing certifications at scale for over a decade. There are more cert holders than ever. There are also more applicants per junior role than ever. Both numbers are growing. Which puts a question in front of every admin, dev, and architect in the ecosystem. If the badge isn't a filter, what is it? A floor? A baseline of platform literacy? A signal that someone took the path seriously enough to put in the hours? All three of those might be right. None of them is what the badge used to be. The thing the credential cannot test, and never could, is the work that actually decides who's good at this job. Which flow to consolidate. Which technical debt to inherit. Which "urgent" request is real and which is an executive's whim. That part has always been org-specific. The exam doesn't touch it. The exam can't. So the credential proves you learned the platform. The job rewards judgment about your specific org. Those used to roughly track for someone earlier in their career. They've drifted apart. I have a five-year forecast on where this goes. I'd rather hear yours first. If you're an admin, developer, architect, or you hire them: what do certifications signal to you in 2026 that they didn't three years ago? And what do you wish they signaled instead? #Salesforce #SalesforceAdmin #Trailhead #CareerAdvice

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