Powerful AI Agents to Cut Through Salesforce Complexity & Cost
AI-powered insights to keep your Salesforce secure and smooth
Find & fix misconfigurations that frustrate your users
See license utilization to redeploy & optimize spend
Uncover rogue apps connected to your Salesforce to meet compliance
Clone user permissions to rapidly onboard new users
Compare user permissions to close more access management tickets
Valo for you
Highlighted Features
“Ask Valo” Agent for Live Landscape Action
Easily chat and investigate your Salesforce issues with Valo's built-in AI teammate
- Quickly understand what's happening in your unique Salesforce environment
- Take action on app connections, configurations, usage, and more
- Gain expertise and productivity through interactive ever-learning dialogue
- Secure and private Valo trust layer (unlike public LLMs)
Connections Agent to Visualize Apps & See Connections to your Salesforce
Spot misconfigurations or unexpected behaviours in your connections to help keep your Salesforce landscape secure
Leverage Valo AI-powered insights for rapid security alerting
Permissions & Control Agent for Best Practice Provisioning
- Compare user permissions rapidly to unblock user issues and enforce best policy practices
- Compare permissions of all Salesforce users in the same or multiple orgs (if connected with Valo) for deeper understanding of your complex landscape
- Clone complex permission sets to expedite onboarding new similar users
User License Check Agent to Optimize Spend
- Gain detailed visibility into your Salesforce user license allocation
- Leverage Valo AI recommendations for smarter license repurposing
- Save costs by optimizing license types during budget planning season
- Lead user adoption activities within your company
Security Views for SaaS Compliance & Risk Management
- Monitor human and non-human user activity to detect suspicious or non-compliant behavior
- Make sense of event logs to support forensics or optimization efforts
Testimonials
What our customers say
“There is a wow factor with the Valo solution.”
When we got the first view of interfaces/managed packages on both our instances, the amount of information and the way it was presented gave us a very positive experience.

“You will sleep much better using Valo.”
Valo AI agents have helped surface the inconspicuous inbound and outbound connections to our treasured Salesforce data in a simple and consumable way. Valo AI agent speed and accuracy means I can focus on more impactful Salesforce work.


“It targets the 'no man's space' of platform administration.”
This app focuses on simplifying the demanding but routine tasks of platform administration.

FAQ
Answers to Your Questions
Can I use Valo with my Salesforce sandbox?
Yes. Valo offers support for Salesforce sandboxes so you can test and validate insights in your Sandbox before connecting Production.
Is Valo approved, reviewed and security tested by Salesforce?
Valo has been approved, reviewed and tested by the Salesforce team itself.
What is the pricing for Valo?
Valo is a new product and our plan is to offer a flexible pricing model for our customers. We will announce the pricing when Valo reaches general availability.
Do I need Shield or Event Monitoring to use Valo?
No. However, having Event Monitoring enabled will enhance some of the analysis of Valo, but most of the functionality works without it
How do I contact Valo support?
Send us an email at support@valo.ai and our team will get back to you.
Do I need to install Valo in my Salesforce?
No you do not need to install Valo in your Salesforce. Valo is an API-only solution that can access the metadata of your salesforce and does not have access to any other data. You can contact our team to start using Valo right away.
How does Valo handle sensitive data?
The system employs a multi-layered security approach to ensure the confidentiality, integrity, and availability of your data. All data in transit is protected using industry-standard TLS encryption, ensuring secure communication between clients and our servers. Additionally, data at rest is encrypted using AES-256 encryption. Access to customer environments is limited to only what is essential to maintain the service, and even then, it is restricted to a small, experienced team of senior engineers. We use multi-factor authentication (MFA), ensuring that only authorized personnel and systems can access sensitive information. We perform regular penetration tests of our system and monitor for vulnerabilities in the Open Source components we use.
How can I get Valo?
Contact our customer success team here and they will guide on how you can start using Valo in less than 10 minutes.
Featured
Get to know us better
Valo Secures Early Stage Funding to Revolutionize Salesforce Administration with Cutting-Edge AI Solution
Valo, the pioneering AI-driven Salesforce administration solution, has successfully closed an oversubscribed early-stage funding round.
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