Videos
Automating Salesforce With Kognitos
Concierge builds a Salesforce automation from a single English prompt — including a purchase-order match and an automatic stage update.
What's in this video
A 3-minute demo of building a Salesforce closing automation with Kognitos AI Concierge — from a single English prompt to a Closed-Won opportunity with the purchase order attached.
How Concierge builds the automation
- Ask Concierge: the user asks “how to upload a purchase order to Salesforce.” Concierge proposes several options.
- Drop into the playground: the user picks the first suggestion and Concierge drops the English steps into a new playground — fully editable.
- Connect to Salesforce: the automation authenticates with the provided client ID and secret on the first run.
- Prompt for an opportunity: the user types “Gene Point.” Kognitos notices another opportunity with a similar name and asks the user to disambiguate before continuing.
- Match the purchase order: the automation pulls the opportunity total, prompts the user to upload a PO, and compares the totals.
- Auto-close on match: because the PO total equals the opportunity total, Kognitos moves the opportunity from Negotiation Review to Closed-Won and attaches the PO to the Salesforce record. A quick page refresh confirms the new stage.
Why this is different
Traditional Salesforce automations require a developer to hand-craft Apex or write an RPA script that brittlely walks the UI. With Kognitos Concierge, a non-developer describes the goal in English, Concierge generates an editable English program, and the same program runs reliably against the live Salesforce API.
Questions answered in this video
What does Kognitos AI Concierge do in this demo?
Concierge accepts a one-line English request (“how to upload a purchase order to Salesforce”), proposes several automation options, and drops the chosen one into the playground as editable English steps that the user can run immediately.
How does Kognitos handle ambiguous Salesforce opportunity names?
When the user types “Gene Point,” Kognitos detects another opportunity with a very similar name and pauses to ask the user which opportunity they want to work with — preventing silent mismatches.
What triggers the opportunity to be moved to Closed-Won?
The automation compares the uploaded purchase order total to the opportunity total. When the two values match, Kognitos advances the opportunity from Negotiation Review to Closed-Won and attaches the PO to the Salesforce record.
Do I need to write code or Apex to build this?
No. The entire automation is generated by Concierge from a plain-English request and is edited as English. There's no Apex, no UI scraping, and no RPA scripting.