Facilitates natural language interaction with Salesforce data through intelligent querying, SOQL/SOSL generation, and controlled data manipulation.
Orion Salesforce is a sophisticated server designed to streamline Salesforce data interaction, particularly for wholesale distribution systems. It transforms natural language queries into optimized Salesforce queries (SOQL/SOSL), intelligently resolves business terms to API names, and supports cross-object searches. Beyond querying, it offers robust and controlled data manipulation (DML) capabilities, ensuring operations respect Salesforce permissions and adhere to safety guardrails. The server provides hybrid AI responses, combining actual Salesforce data with LLM knowledge for contextual and data-driven insights, all within an enterprise-ready architecture that supports multiple Salesforce organizations.