6 Best AI Assistants for Salesforce in 2026
The best AI assistants for Salesforce. What Agentforce covers and costs, Claude and ChatGPT with Salesforce, and what to use when a rep lives in the inbox.
Salesforce
16 posts
Salesforce Pricing: Every Edition and the Add-On Math
Sales Cloud runs $25 to $350 per user monthly. The editions are the small half of the bill: the add-ons are priced per user again, from $100 to $220.
Salesforce MCP: The Official Hosted Server, Explained
Salesforce's official Hosted MCP Server lets an AI read and write records, run flows, and call Apex actions. How to set it up, and where it stops.
Attio vs Salesforce: Which CRM to Pick in 2026?
Attio vs Salesforce in 2026: a fast, moldable AI-native CRM against the enterprise standard. Compared on cost, setup, and AI approach.
HubSpot vs Salesforce: Which CRM to Pick in 2026?
HubSpot is the easy, all-in-one CRM for SMBs and mid-market; Salesforce is the deeply customizable enterprise standard. Here's which to pick in 2026.
Pipedrive vs Salesforce: Which CRM to Pick in 2026?
Pipedrive is the simple, affordable sales-team CRM; Salesforce is the customizable enterprise platform. Here's which to pick in 2026.
Which AI Assistant Connects to Gmail and My CRM?
The best AI assistant that connects to Gmail and your CRM is Carly — it reads your inbox and updates HubSpot, Salesforce, Pipedrive, or Attio in one flow.
Which AI Assistant Works With Outlook and a CRM?
The best AI assistant for Outlook and a CRM is Carly — it works with Outlook and Microsoft 365 and updates your CRM, not just Gmail like most tools.
Salesforce Storage Limit: Data vs File Storage (2026)
Salesforce gives most editions a 10 GB data base plus 10 GB file base, with per-user increments on top. How data and file storage differ.
How to Bulk Edit Records in Salesforce (2026 Guide)
Step-by-step methods for bulk editing in Salesforce Lightning, inline list view editing, Mass Update, Data Loader, and Flow. Includes when bulk edit is grayed out.
How to Create a Dashboard in Salesforce (2026 Guide)
Step-by-step instructions for building dashboards in Salesforce Lightning Experience, components, dynamic dashboards, filters, scheduled refresh, and folder sharing.
How to Create a Report in Salesforce (2026 Guide)
Build reports in Salesforce Lightning. Choose a report type, add columns, filters, and groupings, then schedule email delivery to your team.
How to Export Data From Salesforce (2026 Guide)
Four ways to export data from Salesforce, Data Export Service, exporting reports, Data Loader, and SOQL queries via Workbench. Limits and edition gating included.
How to Import Contacts Into Salesforce (2026 Guide)
Import contacts into Salesforce with the Data Import Wizard (up to 50k records) or Data Loader for larger sets. Covers CSV prep and field mapping.
How to Merge Leads in Salesforce (2026 Guide)
Step-by-step instructions for merging duplicate leads in Salesforce Lightning Experience, using duplicate rules, choosing a master record, and what data carries over.
How to Connect Salesforce to an AI Agent
Connect Salesforce to your Carly AI agent in one click. Automate contact creation, opportunity updates, pipeline queries, and cross-tool workflows — by email or chat.