Clientell AI

Smart Error Analysis

Use Cases:

  • Just tell the agent about a Salesforce bug and it will quickly find the root cause for you.
  • Let the agent analyze errors and pinpoint exactly which rule or setting is causing the problem.
  • Get clear, actionable explanations so you know exactly what to fix in your CRM.
  • Use the agent to debug complex issues and keep your system running smoothly.
TroubleshootAdminsConsultant

Prompt

Apex error ‘FIELD_CUSTOM_VALIDATION_EXCEPTION’ on saving Opportunity — identify which validation rule fired and why.

More use cases like this

Update a Picklist

Refresh a picklist field by adding Pilot and removing Proof of Concept

ConfigurationAdminsConsultant
Update a Picklist

Formula Field Creation

Create complex formula fields by describing the calculation - no formula syntax required

ConfigurationAdminsConsultant
Formula Field Creation

Renewal Opportunity Flow

Build a flow that creates renewal opps when deals are won with 1-year timeline

Automation(Flows)AdminsGTM/Business
Renewal Opportunity Flow