Home/Connect/Cresta × Salesforce
The agent
The system

Make Cresta act in Salesforce — safely

Cresta knows what happened on the call. Upware carries that outcome into Salesforce, policy-first, with every write attributed, bounded, and logged before it touches a revenue record.

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

Cresta stops at the Salesforce boundary

Cresta improves the conversation, but acting on its outcome across CRM and service systems needs a governed execution path.

Three ways to close it

Only one is governed

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

From call resolution to CRM record, governed

A Cresta-guided agent closes a billing dispute and confirms a case resolution in real time. The moment the conversation ends, Upware replays the exact Salesforce sequence that team defined: it updates the case status, logs the call outcome and agent notes, and advances the opportunity stage, all through Salesforce's own approved Flows, not around them. Because Salesforce revenue objects are SOX-relevant, every write goes through Upware's RBAC layer, is attributed to the agent's identity, and lands in the audit trail before Salesforce commits the record. No ad-hoc API calls, no fields written without a policy check, no ambiguity about who did what and when.

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

Cresta already has Salesforce connectors. Why route through Upware?
Native connectors let Cresta read and write Salesforce in a general sense. Upware adds the governance layer that enterprise compliance teams actually require: RBAC so only approved agents touch revenue or forecast objects, a full audit trail tied to the agent's identity, and deterministic replay so the same sequence runs the same way every time. For SOX-relevant objects in particular, that attributability isn't optional.
Can Upware execute inside Salesforce processes we already have, like Flows and approval rules, rather than bypassing them?
That's exactly how it's designed to work. Upware learns the workflow your team actually follows, including the steps that trigger an existing Salesforce Flow or route through an approval. At runtime it replays that sequence, so approved governance processes stay in the path rather than getting short-circuited. If a Flow requires a field value before advancing a stage, Upware supplies it the same way a trained rep would.
What happens to legacy or custom Salesforce objects that don't have a clean API surface?
Upware can learn those too. During the recording phase it captures the full interaction, UI events, web requests, and screen state, so it doesn't depend on a well-documented API. Custom objects, heavily configured orgs, and older Salesforce implementations that predate modern REST endpoints are all reachable through the same on-prem bridge. The governed execution layer sits on top regardless of how the underlying object is accessed.

Connect Cresta to Salesforce

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

Request a demo