# Automating Salesforce With Kognitos

> Watch Kognitos AI Concierge build a Salesforce closing automation: connect, find the opportunity, upload a purchase order, match totals, and update the stage to Closed-Won.

**Page**: https://www.kognitos.com/videos/automating-salesforce-with-kognitos/
**Watch on YouTube**: https://www.youtube.com/watch?v=aFMGDy2r0C0
**Length**: 2m 51s

## 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.

## FAQs

**Q: 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.


**Q: 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.


**Q: 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.


**Q: 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.