Put Salesforce records to work in operational Agents
Eos can query, create, update, upsert, and delete Salesforce records within the permissions granted to the connection. Agents can combine that CRM context with projects, time, staffing, reporting, and follow-up.
Read the current account
Use Salesforce records and metadata as grounded input rather than copying details into a prompt.
Coordinate delivery
Connect customer context with project health, tasks, decisions, and executive updates.
Write back deliberately
Create or update records through explicit Agent steps and approval rules.
Use this connection in a complete operational process
Automate project status updates without losing the evidence
Eos reviews project records, identifies delivery risk, and prepares a grounded status update for the right audience. A manager can inspect the source work and approve consequential actions instead of trusting a free-form AI summary.
Explore →Plan resource capacity from demand, availability, and evidence
Eos compares upcoming work with availability, workload, skills, certifications, and time away, then explains staffing options before anything changes. Managers can inspect and simulate recommendations instead of accepting a black-box allocation.
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