The Salesforce AI assistant — models included
A chat workspace built for Salesforce work: ask about your org, stage changes with validation controls, and generate reports and documentation. No Claude or ChatGPT subscription required.
Available for teams · set up through a conversation with us
Discount__c > 15%. The Acme opportunity is at 12%, so it never entered the approval path. Want me to lower the threshold to 10% and redeploy?Discount__c > 10% and deployed to sandbox. All 4 tests passed. Review the diff and I'll promote it to production when you're ready.See It In Action
Watch how ApexGenius combines data and metadata intelligence to transform your Salesforce workflow.
Data Intelligence
Query and analyze your Salesforce data
- AI-powered SOQL generation
- Natural language data queries
- Instant results and insights
Metadata Analysis
Understand your org's architecture instantly
- Deep code understanding
- Relationship mapping across components
- Complete dependency analysis
Everything the assistant does
One conversation covers the whole job — understanding the org, changing it, and proving what changed.
Metadata and live records together — "why didn't this approval fire," "what touches this field," "how many open cases per rep." Answers with references, not guesses.
Apex, Flows, LWC, fields, and validation rules can be authored in chat, reviewed as staged source, validated without deployment, and deployed to sandbox or production when requested.
Flows and process chains rendered as visual diagrams you can actually follow — not 40 screens of Flow Builder clicks.
Describe the view you need and get a real Salesforce report or dashboard, built and saved to the right folder.
Generate plain-English documentation of any object, automation, or entire business process — audit-ready, handoff-ready.
Find the records that are wrong, review the requested operation, and invoke the applicable create, update, or delete action. Record-write audit metadata excludes field values.
Claude, GPT, Gemini and more — pick per conversation. Nobody on your team needs their own AI subscription.
Encrypted infrastructure and credential storage, scoped project authorization, optional app-layer Chat encryption for eligible organizations, and content-minimized write and deployment audit logs.
Chat or MCP — which one is for you?
- Models included — Claude, GPT, Gemini
- Purpose-built Salesforce workspace
- Visual diagrams, previews & approval gates
- Nothing else to set up or pay for
- →Same Salesforce powers, inside your AI
- →Works in Claude, ChatGPT, VS Code, Cursor
- →Bring your own AI subscription
- →$5/month for the first month, then $15/month
The MCP is self-serve after a 7-day free trial. It is $5/month for the first month and $15/month after. Chat is set up for teams through a conversation with us and includes the MCP.
Want Chat for your team?
Tell us about your team and we'll get you set up, or start with the self-serve MCP today.