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The agent
The system

Make Glean act in Salesforce — safely

Glean finds the answer in your enterprise knowledge; Upware carries the action into Salesforce — governed, attributed, and audit-ready from the first write.

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

Glean stops at the Salesforce boundary

Glean is excellent at finding and reasoning over information, but turning an answer into a governed action across systems of record needs an execution layer it doesn't provide.

Three ways to close it

Only one is governed

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

From Glean's answer to a closed case

A support engineer asks Glean to surface everything known about a customer's recurring authentication error. Glean pulls the relevant case history, Confluence runbooks, and Slack threads into a grounded summary and identifies a resolution path. At that point the engineer says: close the case, log the resolution note, and sync the fix status from the internal ticketing system. Upware picks up from there — it replays the learned Salesforce workflow deterministically, writes the case resolution with the engineer's identity attached, triggers the approved Flow that notifies the account team, and records every field change in a full audit trail. No one bypassed a policy; every write is attributable and reversible.

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

Glean already connects to Salesforce for read access. Why do we need Upware on top of that?
Glean's Salesforce connector is built for retrieval — reading account context, surfacing case history, grounding answers. It doesn't write back, enforce field-level policy, or trigger Salesforce Flows on behalf of a governed identity. Upware fills that gap: it learns the write-side workflows, wraps them in RBAC and audit, and executes them deterministically so every action is attributable and policy-bounded.
Our revenue and forecast data in Salesforce is SOX-relevant. How does Upware handle that?
Upware treats auditability as a first-class constraint, not an afterthought. Every action it takes in Salesforce is executed under a provisioned identity, logged with a full before/after record, and bounded by policies you define — including which fields can be written, by which roles, under what conditions. For SOX-relevant objects like opportunity stage or forecast category, that means every write is attributable and reversible without manual review overhead.
We don't want agents calling Salesforce APIs directly and bypassing our internal Flows. Does Upware respect our existing automation logic?
Yes — Upware learned your Salesforce workflows by observing how your team actually uses the system, including which Flows get triggered and when. At runtime it replays those interactions deterministically, so approved Flows fire exactly as they do for a human user. Agents don't get a raw API key that skips your governance layer; they invoke a governed skill that follows the same path your people follow.

Connect Glean to Salesforce

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

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