So I built a small plugin that generates a short summary and draft email for Leads and Opportunities directly inside the record page.
The idea was to keep it simple: - no enterprise AI licenses - backend processing outside Salesforce - option to remove PII before sending data
Curious if anyone here solved similar problem in a different way.
pavelkds•1h ago
So I built a small plugin that generates a short summary and draft email for Leads and Opportunities directly inside the record page.
The idea was to keep it simple: - no enterprise AI licenses - backend processing outside Salesforce - option to remove PII before sending data
Curious if anyone here solved similar problem in a different way.