Start Your Salesforce AI Journey Today—No Risk, Immediate Results
RecordIQ brings intelligent insights directly to your Salesforce records. Experience AI-powered CRM benefits now, build confidence for tomorrow's Agentforce transformation.
The AI Adoption Gap: Why Organizations Hesitate
Most organizations want AI benefits but struggle with the first step
"AI is too expensive to test"
Delayed innovation, competitor advantage loss
RecordIQ: Start small with immediate ROI, then expand
"We're not ready for AI agents"
Organizational paralysis, fear of disruption
RecordIQ: Build AI literacy gradually with assisted insights
"Third-party tools lack governance"
Compliance risk, data leakage concerns
RecordIQ: Native Salesforce integration with full FLS/audit
"Need executive buy-in first"
Pilot paralysis, endless approval loops
RecordIQ: Prove value fast, create internal champions
Your AI Stepping Stone: From Insights to Autonomous Agents
RecordIQ creates a proven path from AI curiosity to Agentforce adoption
RecordIQ (Today): "Show Me AI Works Here"
What Users Experience:
- • Sales reps get instant account intelligence before calls
- • Service agents receive case resolution suggestions
- • Managers see opportunity risk analysis at a glance
- • Everyone builds comfort with AI-assisted decisions
The Natural Question: "Can AI Actually Do Something?"
Once customers experience RecordIQ's insights, they naturally ask: "Can the AI take action on these insights?"
This is the perfect handoff moment to Agentforce.
Agentforce Upgrade Path
| RecordIQ Capability | Natural Agentforce Upgrade |
|---|---|
| "Analyze this opportunity" | Agent updates forecast & notifies team |
| "Suggest case resolution" | Agent routes, escalates, drafts responses |
| "Enrich this account data" | Agent researches & populates fields automatically |
| "Summarize relationship history" | Agent prepares briefs & sends reminders |
Enterprise-Ready AI, Salesforce-Native Security
Five core capabilities that make RecordIQ the perfect AI stepping stone
Instant Intelligence
- • Deploys on any record page in minutes
- • Works with standard and custom objects
- • Zero disruption to existing workflows
Context-Aware Analysis
- • Automatically pulls related contacts, opportunities, cases
- • Object-specific intelligence (not generic responses)
- • Custom prompt templates for your business logic
Enterprise Security
- • Full Field-Level Security (FLS) enforcement
- • User mode queries respecting sharing rules
- • Complete audit logging of all interactions
Flexible & Future-Proof
- • Metadata-driven configuration (no code changes)
- • Named Credential authentication
- • Provider-agnostic interface for Salesforce AI
Extensible by Design
- • Custom prompt buttons via metadata
- • Related data context configuration
- • Works with any standard or custom object
AI That Speaks Your Language
Tailored insights for every role in your organization
For Sales Leadership
Pain: "Reps spend hours researching accounts before calls"
RecordIQ Solution:
Every account page shows key insights instantly—competitive risks, relationship history, recommended next steps
Agentforce Path:
Agents eventually do the follow-up automatically
For Service Leadership
Pain: "Agents handle hundreds of cases with inconsistent quality"
RecordIQ Solution:
Instant resolution suggestions based on case details and history
Agentforce Path:
Agents handle routine cases entirely, escalate only what needs humans
For IT/Architecture
Pain: "Another point solution to manage and secure"
RecordIQ Solution:
Uses existing Salesforce security model, logs to custom objects you control, configures via metadata
Agentforce Path:
Stepping stone architecture that prepares you for native AI
For CFO/Budget Holder
Pain: "Board won't approve seven-figure AI transformation without proof"
RecordIQ Solution:
Prove AI value at a fraction of the cost, gather ROI data for business case
Agentforce Path:
RecordIQ metrics become your Agentforce justification
Track Value, Build Your Agentforce Business Case
RecordIQ metrics become your roadmap to autonomous AI
| Metric | RecordIQ Baseline | Agentforce Opportunity |
|---|---|---|
| AI interactions per user/week | Establish baseline | 10x with autonomous agents |
| Time to first insight | Measure reduction | Proactive delivery before viewing |
| Fields auto-enriched | Track adoption | Full automation potential |
| Support escalation rate | Baseline with suggestions | Reduction with agent resolution |
| Sales cycle velocity | Measure with AI analysis | Accelerate with guided selling |
Every RecordIQ metric becomes a data point in your Agentforce ROI calculation
Why RecordIQ vs. Third-Party AI Tools?
Native Salesforce integration with a clear upgrade path
| Feature | RecordIQ | ChatGPT/Third-Party | Standalone Solutions |
|---|---|---|---|
| Salesforce Integration | Native, inline | Copy/paste data | Separate platform |
| Data Security | FLS + Sharing Rules | Data leaves Salesforce | Variable |
| Audit Trail | Complete, custom objects | None | Varies |
| Context Awareness | Related records auto-included | Manual context | Limited |
| Agentforce Upgrade Path | Seamless | None | Migration required |
| Governance | Metadata-driven | Ad-hoc | Varies |
Simple, Transparent Pricing
Fixed implementation—no surprises, no hidden costs
Complete RecordIQ Implementation
One-time implementation fee
What's Included:
- RecordIQ Lightning Web Component deployment
- Configuration for your Salesforce objects
- Custom prompt template setup
- Security & audit logging configuration
- User training session for your team
- 30 days of post-deployment support
Your Path to Agentforce:
RecordIQ establishes AI literacy in your organization and creates the metrics you need to justify Agentforce investment. We'll help you build the business case from day one.
2-3 Week Implementation
From kickoff to go-live
Zero Workflow Disruption
Deploy without changing existing processes
Enterprise Security
Full FLS & audit compliance built-in
Why Fixed Pricing?
We believe in transparency. RecordIQ is designed to be a low-risk, high-value entry point to AI. No complicated licensing tiers, no per-user fees—just one predictable investment to prove AI works in your Salesforce environment.
See RecordIQ in Your Salesforce Environment
Schedule a personalized demo and get a custom quote for your organization
Common Questions About RecordIQ
Everything you need to know about starting your AI journey
How is RecordIQ different from Salesforce Einstein/Agentforce?
RecordIQ is the stepping stone. It provides AI insights today without requiring Agentforce licenses. Once you see value and build organizational readiness, Agentforce becomes the natural next step for autonomous agents.
What Salesforce editions does RecordIQ support?
RecordIQ works with Professional, Enterprise, and Unlimited editions. It requires Lightning Experience and API access.
How long does implementation take?
Most pilots deploy in 2-3 weeks. Full production rollouts typically complete within 6-8 weeks including training.
Is my data secure? Does it leave Salesforce?
RecordIQ respects all Salesforce security: Field-Level Security, sharing rules, and profiles. API calls to LLM providers are encrypted, and we never store your data outside your control. Full audit logging tracks every interaction.
Can we customize the AI prompts for our industry?
Yes! RecordIQ uses custom metadata for prompt templates. We'll work with you to create industry-specific, object-specific, and role-specific prompts during implementation.
What kind of ROI should we expect?
Pilot customers typically see 30-50% reduction in time spent on record research and analysis. Service teams report 25-40% faster case resolution with AI suggestions.
How does RecordIQ prepare us for Agentforce?
RecordIQ builds organizational AI literacy, establishes governance frameworks, and generates the usage metrics you need to justify Agentforce investment. Many customers use RecordIQ pilot results to secure budget approval for full Agentforce deployment.
Can we try RecordIQ before committing?
Yes! We offer 30-day proof-of-concept engagements where we deploy RecordIQ on a limited set of objects for a small user group. This lets you see value before scaling.
Ready to Start Your AI Journey? Let's Prove the Value Together.
Join the 85% of RecordIQ customers who upgrade to Agentforce within 12 months