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. New service engagements start at $6,000/month for 20 offsite hours; additional hours and onsite work are $300/hour.
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 scope, timeline, and success metric. New service engagements start at $6,000/month for 20 offsite hours; additional hours and onsite work are $300/hour.
Weeks 2–5 — Build
Weekly demos. You see real working code every Friday. No 12-week black-box reveals.
Week 6 — Launch
Production deployment and support according to the engagement terms. Retainer work is licensed for internal use; project deliverable assignments are specified only in a signed SOW.
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. Scope and terms are documented for each monthly engagement.
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?
New service engagements start at $6,000/month for 20 offsite hours. Additional hours and onsite work are $300/hour. Scope and terms are documented in writing.
What rights do we have to work product?
Retainer work is licensed for internal use. Project deliverables are assigned only when expressly identified in a signed SOW; the SOW defines applicable rights.
What if Salesforce changes their API?
Ongoing monitoring, security updates, and other work are covered by the monthly engagement terms; additional hours and onsite work are $300/hour.
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.