Home/Connect/Cohere North × Salesforce
The agent
The system

Make Cohere North act in Salesforce — safely

Cohere North reasons over your customer data with precision — Upware carries those decisions into Salesforce as auditable, policy-bounded writes that SOX auditors and RevOps teams can both trust.

Request a demoSee the platform
Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The gap

Cohere North stops at the Salesforce boundary

Cohere's agents reason over your data, but taking governed, auditable action in systems of record needs a dedicated execution layer.

Three ways to close it

Only one is governed

Cohere North alone
Acts in SalesforceNo
Governedn/a
Auditedn/a
Custom API glue
Acts in SalesforceSort of
GovernedYou build it
AuditedYou build it
Cohere North + Upware
Acts in SalesforceYes
GovernedPolicy + RBAC
AuditedEvery action
In practice

From case reasoning to CRM action, governed

A support agent built on Cohere North picks up a high-priority enterprise case: it reads the account history, identifies a known product defect, and drafts a resolution path. Instead of stopping at a recommendation, it hands the action to Upware. Upware replays the exact Salesforce steps — updates the case status, logs a timestamped activity note, and triggers the approved escalation Flow — without touching any field outside its defined policy scope. Every write is attributed to the agent, bounded by RBAC, and captured in a full audit trail. The account team sees a resolved case; the compliance team sees a clean, attributable record.

The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
FAQ

Common questions

Salesforce already has Einstein AI — why add Cohere North and Upware on top of it?
Einstein works well for Salesforce-native data and Salesforce-native actions. Cohere North brings private, domain-specific reasoning over your own models and data — including data that never touches Salesforce. Upware then executes those decisions back into Salesforce in a governed, auditable way, so you get the best of a purpose-built enterprise LLM without abandoning your system of record.
Our revenue and forecast objects are SOX-relevant. How do we ensure every agent write is attributable and reversible?
Upware wraps every Salesforce interaction in RBAC policies that define exactly which fields an agent may write, under what conditions, and who authorized the action. Each write produces a timestamped, attributed audit record — not a log entry the agent generated, but one Upware captured independently. Actions outside policy scope are blocked before they reach Salesforce, and the audit trail is queryable for compliance review.
What happens when Salesforce has no public API for a specific internal Flow or legacy configuration?
Upware learns at the UI layer, not just the API layer. If a Salesforce Flow or object is only accessible through the browser interface, Upware records that interaction once and replays it deterministically — same clicks, same field values, same outcome every time. You get governed automation for processes that were previously impossible to surface to an AI agent without custom development.

Connect Cohere North to Salesforce

See a governed action go from recorded workflow to live in days.

Request a demo