Peeklogic AI Orchestrator - Salesforce Integration with AI Agents

AI Orchestrator streamlines the coordination of multiple AI systems within a single comprehensive platform. Designed for businesses seeking to leverage diverse AI capabilities, this solution eliminates the complexity of managing separate AI implementations

Powerful Features, Simple Setup

Multi-Model Support (LLM Agnostic)

  • Universal Model Gateway. Connect to any major AI provider via a single interface. Supports OpenAI (ChatGPT), Azure OpenAI, Google Gemini & Vertex AI, Anthropic Claude, Cohere, and Perplexity.
  • BYOK Architecture. “Bring Your Own Key” model. Securely connect using standard API Keys or Named Credentials (OAuth/Tokens) without sharing data with the app vendor.
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Agentic AI & Automation

  • Function Calling (AI Agents). Full “No-Code” support. Use the AI Request Action inside Salesforce Flows to automate processes (e.g., auto-summarize incoming Cases, sentiment analysis of Emails) using Flow variables.
  • Flow Builder Integration. Full “No-Code” support. Use the AI Request Action inside Salesforce Flows to automate processes (e.g., auto-summarize incoming Cases, sentiment analysis of Emails) using Flow variables.
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Document & Data Intelligence

  • Chat PDF (RAG). Upload PDF documents and interact with them using AI (“Chat with your Document”). Ideal for extracting data from contracts, resumes, or invoices directly in Salesforce.
  • Perplexity Online Search. Access real-time web data directly from Salesforce. Use Perplexity models to get up-to-date answers with citations, bypassing the “knowledge cutoff” of standard LLMs.
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Multimedia & Content

  • Multi-Modal Generation. Go beyond text. Generate and edit Images (DALL-E, Imagen 3), analyze visual inputs, and even generate Video (Vertex AI Veo) directly from Salesforce.
  • Advanced Content Moderation. Built-in safety layers. Automatically scan prompts and responses for inappropriate content using OpenAI Moderation or Google Safety Settings (Harassment, Hate Speech filters).
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User Experience (UX)

  • AI Record Component. A drag-and-drop Lightning Component for any record page. Supports context-aware prompts (using record data), file uploads, and maintains conversation history.
  • Conversation History & Context. “Activate History” allows the AI to remember previous context within a session, enabling natural, multi-turn conversations rather than just single-shot queries.
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Technical Configuration

  • Fine-Grained Model Control. Administrators have deep control over AI parameters: Temperature (creativity), Tokens (length), Top-P/K, and Frequency Penalty to tune the AI for specific business use cases.
  • Secure Azure Deployment. Dedicated support for Azure OpenAI specific deployments, allowing enterprises to use their private, isolated model instances securely.
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Integration Without Complexity

Try our easy-to-install and easy-to-use Salesforce AI Orchestrator

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Ready to simplify your Salesforce integrations?

    Faq

    Frequently Asked Questions

    How does the Peeklogic Connector ensure data security between Salesforce and NetSuite?

    The Peeklogic Connector operates directly between two systems, bypassing third-party intermediaries. This direct connection ensures that your data remains secure and confidential. Additionally, Peeklogic LLC guarantees that all data between Netsuite and Salesforce through the Connector remains private, with no access or visibility by our team.

    Can the Peeklogic Connector sync data in real-time between Salesforce and NetSuite?

    Yes, the Peeklogic Connector is designed to sync data in real-time due to Netsuite and Salesforce integration.  This feature ensures that your sales and finance teams always have access to the most up-to-date information, reducing errors and improving overall efficiency.

    Is the Peeklogic Connector scalable for growing businesses?

    Absolutely. The app is built to accelerate your business. It can integrate Salesforce with your ERP, accommodating increased data volumes and additional users without compromising performance, ensuring a smooth and efficient integration as your business expands.

    How does the Peeklogic Connector streamline sales order and invoice processing?

    The Peeklogic Connector eliminates time-consuming manual data entry by automatically synchronizing sales orders and invoices between systems. This ensures accurate product information transfer while reducing processing delays and financial transaction errors.

    A Unified Vision: The Peeklogic Connectors Family

    Each member of the Peeklogic Connectors Family represents a leap forward in addressing the unique needs of modern businesses. Together, they exemplify Peeklogic’s commitment to innovation, usability, and customer-driven improvement.

    Salesforce to Jira Connector: Revolutionizing cross-team collaboration between sales and service.

    Salesforce to NetSuite Connector: Synchronizing CRM and ERP for operational excellence.

    Salesforce to Azure DevOps Connector: Streamlining development workflows for Salesforce-driven projects.

    AI Orchestrator for Salesforce: Enabling intelligent automation and predictive analytics to enhance Salesforce capabilities through advanced AI integration.

    Salesforce to ServiceNow Connector: Bridging customer relationship management with IT service management for seamless information flow and enhanced service delivery.

    What began as a small tool to address a single client’s challenge has grown into a comprehensive suite of solutions. The Peeklogic Connectors Family continues to evolve, empowering businesses to bridge systems, break down silos, and achieve greater efficiency in an ever-connected world.

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