OrgGeniusA Salesforce-native assistant
Ask your org.
OrgGenius lives in the Lightning utility bar and answers in plain English — pipeline, accounts, cases, whatever your team actually asks. Every answer cites the records it came from. When the org doesn't have it, it says so instead of inventing it.
Limited pilot. One email when it ships — nothing else.
What it does differently
It cites its work
Every claim points at a record you can open. No confident guessing, no summary you have to go re-verify by hand.
Your permissions, enforced
Every query runs as you, under Salesforce's own sharing and field-level security. It cannot show you what you couldn't open yourself.
Read-only until your admin says otherwise
Ships with nothing that updates or deletes. Actions like logging a task or drafting a reply are shown in full and sent only after you confirm.
Your model, your key
Anthropic, OpenAI or Azure OpenAI, chosen in config. Data goes to your vendor and nowhere else — we run no service in between.
Configured, not coded
New questions become new tools in Custom Metadata. Your admin adds them in an afternoon. No consultant, no release cycle.
On your phone too
The same assistant in the Salesforce mobile app, dictation included, for the answer you need between meetings.