Let any AI agent take governed actions in Salesforce

Upware learns the workflow by recording how a human actually performs it inside Salesforce — through the browser, through the API, through whatever path enforces the org's permission model. The generated skill replays that exact path, so the same profiles, field-level security, and record-type constraints that applied to the human apply to every agent-initiated action. It does not route around Flows or approval chains; it triggers them the same way a logged-in user would.

Each Upware skill runs under a provisioned identity with its own RBAC policy, not a shared service account. Every write is stamped with that identity, the originating agent session, and the policy version that authorized it — so auditors get a complete, reversible trail rather than a generic service-account entry. For SOX-covered objects like revenue and forecast records, that attribution is what separates a defensible change from a finding.

Yes. Upware's on-prem bridge records UI events, screen state, and web requests during a workflow recording — it does not require a published API to exist. If a process currently runs entirely through the Salesforce Classic UI or a managed package with no documented endpoints, Upware can still observe it, generate the integration, and encapsulate it as a governed skill that agents can call safely.