Klyiro or Salesforce automation
Salesforce runs your process. We build the agent that does the work the process assumes someone will do.
| Salesforce automation | Klyiro | |
|---|---|---|
| Role | Enterprise system of record with flows and rules | An agent working records and writing back to Salesforce |
| Who configures it | An admin or a partner | Us, with your admin in the loop |
| Judgement steps | Routed to a person as tasks | Handled when they follow a pattern, routed when not |
| When it breaks | An admin traces the flow that failed. | We notice, fix it and tell you what happened in the monthly report. |
| Best when | The process is defined and rule-based | The work needs reading and writing at volume |
Their strength
Salesforce stays the source of truth for accounts, pipeline and forecasting.
Where we differ
We take the follow-up, inbox and back-office work that turns into tasks nobody gets to.
Your admin keeps control of the org. We work through agreed objects and permissions.
Questions people ask
Still weighing it up? Ask the people who would build it.
Klyiro