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The agent
The system

Make OpenAI Assistants act in Salesforce — safely

OpenAI Assistants can reason their way to the right Salesforce action — Upware makes sure it's the governed, auditable, policy-bounded one that finance and compliance will actually accept.

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

OpenAI Assistants stops at the Salesforce boundary

OpenAI's assistants call the tools you build them, but governing those tools across enterprise systems — RBAC, policy, audit, legacy reach — is the layer Upware provides.

Three ways to close it

Only one is governed

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

From Customer Call to Closed Case

A support agent using a ChatGPT Enterprise assistant flags a billing dispute during a call. The assistant reads the account context from Salesforce, confirms the case history, and determines a credit is warranted. Rather than writing directly to revenue objects, Upware intercepts the action, checks it against the approved policy for that account tier, and triggers the authorized Salesforce Flow — logging the outcome with a full audit trail under the rep's identity. The credit posts cleanly, the case closes, and every step is attributable. No one bypassed SOX controls. No one even had to think about it.

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

Does Upware require Salesforce APIs to be set up in advance?
Not necessarily. Upware learns system interactions by recording the desktop workflow — UI events, web requests, screen state — so it can encapsulate Salesforce actions even where API coverage is incomplete or locked down by your org's configuration. Once learned, those actions replay deterministically through an on-prem bridge with no data leaving your environment.
How does Upware handle Salesforce's SOX-relevant objects like revenue and forecast records?
Every write that Upware executes is policy-bounded before it runs. You define which roles can trigger which actions, and Upware enforces that at runtime via RBAC — so an OpenAI Assistant can never advance a forecast stage or modify an opportunity amount outside the rules you've set. The full audit trail records who requested the action, which policy applied, and exactly what changed, giving you the attribution your auditors need.
Will OpenAI Assistants be making live LLM calls inside Salesforce at runtime?
The assistant reasons and decides — that part is OpenAI's domain. What Upware executes in Salesforce is deterministic: the learned interaction replays exactly, with no open-ended LLM generation at the point of action. This keeps the execution layer predictable and auditable, while still giving your assistant the full reasoning capability it was built for.

Connect OpenAI Assistants to Salesforce

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

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