AI for Salesforce — Custom Integrations That Actually Ship
Salesforce runs your crm stack. Creative Genius adds the AI layer on top — einstein-grade ai lead scoring without the einstein price tag. We ship production integrations in 3–8 weeks, on fixed scope, with full source code transfer.
What we build on top of Salesforce
- Einstein-grade AI lead scoring without the Einstein price tag
- Auto-generated meeting summaries posted to Opportunity records
- RAG chatbots that answer 'what's the status of account X' from inside Slack
- Voice AI for inbound sales lines, with full Salesforce activity logging
Example workflow
Every inbound call rings our Twilio + Vapi voice agent. It qualifies the caller, books the meeting, creates the Salesforce Lead + Opportunity, attaches the call recording + transcript, and notifies the rep in Slack.
Why teams hire us for Salesforce AI work
Replace $150/seat Einstein with $30/seat custom AI
100% of calls logged to Salesforce, automatically
Cut admin time for AEs by 8–12 hours per week
The stack we use
No tool worship. We pick what ships fastest and runs cheapest for your scope.
How we work
Week 1 — Discovery
30-min scoping call → written proposal with fixed price, scope, timeline, and success metric. No vague SOWs.
Weeks 2–5 — Build
Weekly demos. You see real working code every Friday. No 12-week black-box reveals.
Week 6 — Launch
Production deploy, full source transfer, 90-day support window included. You own everything.
FAQs about Salesforce AI integrations
Can you build custom AI on top of Salesforce?
Yes. Salesforce is one of our most-requested integration targets. We build einstein-grade ai lead scoring without the einstein price tag, auto-generated meeting summaries posted to opportunity records, rag chatbots that answer 'what's the status of account x' from inside slack, and more. Every build is custom-scoped, fixed-price, and ships in 3–8 weeks.
How long does a Salesforce AI integration take?
Most Salesforce integrations ship in 3–6 weeks from kickoff. Discovery (week 1) → build (weeks 2–4) → integration testing (week 5) → production launch (week 6). Larger enterprise scopes can run 8–12 weeks.
What does a Salesforce AI integration cost?
Pilot scope (one focused workflow): $8K–$20K. Multi-workflow integration: $20K–$60K. Enterprise with custom UI + admin tooling: $60K–$150K+. Every quote is fixed-price after a free 30-minute scoping call.
Do we own the code?
Yes — full source code transfer at the end of every engagement. No vendor lock-in, no per-seat tax, no monthly platform fee. You can self-host, modify, or hand it off to your team.
What if Salesforce changes their API?
Every integration ships with a 90-day support window included. Beyond that, we offer optional maintenance retainers ($500–$2,500/mo) to monitor API changes, security patches, and uptime.
Other CRM integrations
Related use cases
Ready to add AI to your Salesforce stack?
Free 30-minute strategy call. We'll tell you exactly what we'd build, what it'd cost, and whether AI is actually the right tool for the job.