Valo’s Latest Release Adds AI Agent Power to Cut through Salesforce Complexity

Learn how customers are saving time and costs with Valo

When it comes to optimizing your Salesforce platform utilization and driving productivity gains for your administrators, Valo’s latest AI product release delivers. It’s designed specifically for the team maintaining and managing your Salesforce stability and security, which is different than (and compatible with) end-user facing AI agents that Salesforce itself develops and markets.

Agentic AI Gets the Job(s) Done

Valo builds from the movement of agentic AI, providing specialized use case capabilities (“agents”) that perform common and specific tasks quickly and accurately – without sacrificing your Salesforce data privacy. In the time it takes to read these sentences, your team can test drive the powerful new agent capabilities embedded in the platform here (requires a Salesforce sandbox).

A Layer of Trust Beyond LLMs

We know from veteran Salesforce managers that they’ve tried using public LLMs to help with basic work, but there’s growing concern that data ingested by these foundational models creates legal and security risks. Instead, Valo delivers a trusted layer of narrowly focused AI that is optimized specifically for Salesforce platform owners, architects, managers and developers.

As one customer – a $1.4 billion dollar residential and commercial climate solutions provider – describes:

-Sankar Sivagnanam, Director, IT Sales, Marketing & PLM, Uponor

Valo’s release also incorporates further customer ideas, including the ability to invite more team members from inside the app, and seeing all connected Salesforce organizations connected to Valo by default. These ongoing optimizations make it faster for everyone in our community to get more from their Salesforce – with less tedious management.

Designed with Real-World Feedback

We would like to thank our early design partners that shaped many of Valo’s feature releases, and we think their stories best illustrate what you, too, could do in our latest release:

• Salesforce platform owner Paul was determining Q2 budgets and needed to predict if Salesforce adoption might increase or decrease. He needed insight into how many people use it and for what reasons. Valo delivers Paul the visibility into users that helps him determine a license strategy as well as policies for driving best user adoption. He also realized the data helped him plan user training, connecting star users with those just starting out on the platform.Valo’s AI-driven user categorization, viewable by personas, helps Paul optimize utilization.
  
  

• Salesforce manager Shweta received a Slack message from the EVP of Sales to onboard Brian, a new sales rep. Valo helped Shweta immediately locate another sales rep permission set and clone it, so she could onboard Brian as quickly as possible. When Brian ran into issues trying to access certain Salesforce functionality, the Ask Valo agent helped Shweta troubleshoot what access management rights might be standing in Brian’s way. The Ask Valo AI agent build into Valo’s platform saved Shweta clicks and hours, while ushering her a new way of cutting through Salesforce complexity.
  
  

• Michael in the security team felt growing anxiety as he learned about new hacker techniques that exploit SaaS tokens to infiltrate organizations and steal data. Valo’s AI provided him monitoring and alerting across multiple Salesforce orgs connected to the trust layer, helping him uncover a rogue app connection that nobody knew about. He immediately shut it down and was able to verify it had not accessed any sensitive objects inside Salesforce. Michael now regularly checks Valo for security data, using Connections Agent and Security View features for this reassuring new visibility.
  

For those with long-time, complex Salesforce implementations,Valo AI might surprise you. It often serves as your resident “smartest analyst” with the deepest knowledge. At your team’s command, it can rapidly analyze, compare, and take action to clean up user permissions, access controls, and other tedious tasks, including some architect and developer tasks frequently assigned to a single overworked Salesforce manager. There’s also the common reality that many different consultants and admins work on your platform – Valo keeps your system of record monitored and optimized.

30-Day Trial to Test Run and Share

Check out a free 30-day trial of the latest release to see Valo’s AI agents and views, for much-needed Salesforce visibility and actions – just the superpowers needed for today’s busy platform owners and managers. Our product team always welcomes user feedback!

Relying on a consultant to optimize your Salesforce? Don’t forget you can even increase their productivity and ultimately place them on higher impact projects. Introduce them to Valo here.

Our team continues to sprint from one innovation to the next. Stay tuned to our blogs and share back your ideas for Valo to support your Salesforce platform management productivity and security gains.

About Fatiqa

Hi, I’m Fatiqa and the Technical Product Manager here at Valo AI. With a strong foundation in software engineering, my passion is innovation and empowering my development team to build products that deliver real value to our customers.

I moved to Finland in 2018 to earn my master's degree from Aalto University and I am thrilled to work in our vibrant Valo culture. Outside of work, I am a sports enthusiast and Formula One fan, regularly playing badminton.

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  Fatiqa Nadeem