AI Cowork for Salesforce

Paste a note. Let AI handle your Salesforce data entry. AI Cowork for Salesforce is a data-entry assistant that runs right on your Salesforce record pages. Paste a free-form note, click "Run," and the AI maps the content to the right fields — then creates or updates the Salesforce record after you confirm a preview. No more transcribing meeting or visit notes field by field. ──────────────────── Who it's for ──────────────────── • Reps tired of copying call/visit notes into Salesforce • Anyone unsure which field each piece of info belongs to • Teams that want safe updates without accidental overwrites ──────────────────── Key features ──────────────────── ◆ Note mapping Paste a natural-language note and run it. The AI proposes a value per field. You always review and edit in a preview before anything is saved. ◆ Safe updates (diff preview) In update mode, each field is marked "changed / unchanged" with an old→new diff, so you never overwrite data by accident. Fields you don't touch are not submitted. ◆ Automatic Lookup resolution Reference fields (e.g. Account) are extracted from your note and matched automatically via search. ◆ Follows your Salesforce structure Detects the Record Type automatically and lists fields in the same order as your page layout. ◆ 7 languages (auto-detected) English / 日本語 / Français / Deutsch / Español / Italiano / Nederlands. Switches automatically based on your browser language. ──────────────────── Privacy (BYOK model) ──────────────────── This extension uses a BYOK (Bring Your Own Key) model. You provide your own OpenAI or Google API key to use the AI. • Your API keys, field mappings, and settings are stored locally in your browser (chrome.storage.local) and are never sent to any developer server. • All communication happens directly between your browser and the AI provider (OpenAI / Google) and your own Salesforce org, using your own API key. • Uninstalling the extension removes the locally stored data. Privacy Policy: https://shinprompt.github.io/privacy-policies/common/en ──────────────────── Please note ──────────────────── This extension is not an official product of, and is not endorsed by, Salesforce, Inc., OpenAI, or Google. "Salesforce" is a trademark of Salesforce, Inc. This is an independent, third-party tool that works with their products. Support & bug reports: https://github.com/Shinprompt/sf-memo-mapper/issues