CloudFit Launches Generative AI Extension Specialized for Salesforce

CloudFit Inc. (Headquarters: Shinagawa-ku, Tokyo; Representative Director: Yuki Senuma; hereinafter CloudFit), which supports corporate digitalization through cloud services and generative AI, has started offering a generative AI extension specialized for Salesforce ( https://cloudfit.co.jp/lp/salesforce-ai-plugin ).

This extension treats customer data accumulated in Salesforce, such as accounts, opportunities, and activity history, as context, allowing business users to invoke generative AI through a conversational interface without screen transitions. It integrates functions such as conversation history management, prompt templates, and record selection into one package, designed to fit naturally into Salesforce operational workflows.

Background of the Offering

Salesforce accumulates customer data essential for corporate decision-making, such as accounts, opportunities, activity history, and cases, on a daily basis. However, utilizing this data with generative AI presents significant barriers, including data extraction methods, prompt design, and operational governance, making it difficult to establish a stable system for continuous use in the field.

Furthermore, using a general-purpose generative AI assistant in a separate screen separates the context of the latest Salesforce data from the AI's responses, hindering adoption in the field. As a result, sales representatives often resort to manually copying and pasting necessary information each time they ask the AI a question, failing to realize the full value of generative AI.

Overview of the Generative AI Extension

The AI extension provided by our company enables the use of generative AI in a way that integrates seamlessly with Salesforce screens, data, and operational workflows.

Main Features

AI Chat Usable within Salesforce

Users can query generative AI at any time from a menu placed in the Salesforce utility bar. Conversation history is saved as a custom object, allowing users to resume or reference past interactions. It also features markdown-formatted responses and web research capabilities.

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Automatic Salesforce Data Linkage

Data accumulated in Salesforce can be automatically linked to generative AI. The data to be linked can be selected manually.

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Prompt Templating

Administrators can pre-register prompt templates for various business scenarios, such as "Opportunity Summary," "Key Person Analysis," "Account Plan," and "Pre-Visit Research." Users can achieve standardized AI utilization simply by selecting a template.

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Use Cases

Sales Manager: Overhead analysis of opportunity portfolio

Field Sales: Pre-visit briefing

Customer Support: Optimal response recommendation during interactions

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Service Website

The service website provides detailed information on features, demos, and document requests.

https://cloudfit.co.jp/lp/salesforce-ai-plugin

Company Overview of CloudFit Inc.

CloudFit Inc. supports corporate growth by leveraging the latest technologies in cloud services and generative AI. It explores new ways of creating business in the cloud-native era and aims to realize the vision of "fusion of business and technology."

Company Name: CloudFit Inc.

Representative Director: Yuki Senuma

Established: April 2020

Corporate Website: https://cloudfit.co.jp

Generative AI Integration Platform "AIFit"

Our generative AI integration platform "AIFit" allows companies to quickly build their own dedicated generative AI infrastructure and connect it with business systems such as Salesforce.

Furthermore, beyond providing the system, our AI experts provide support for generative AI utilization activities, including business analysis and system integration.

https://cloudfit.co.jp/aifit