Powerful AI Agents to Cut Through Salesforce Complexity & Cost

AI-powered insights to keep your Salesforce secure and smooth

  • Bug report icon

    Find & fix misconfigurations that frustrate your users

  • Mystery icon

    See license utilization to redeploy & optimize spend

  • Shield icon

    Uncover rogue apps connected to your Salesforce to meet compliance

  • Tab inactive icon

    Clone user permissions to rapidly onboard new users

  • ID card icon

    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)
    Valo AI Ask Valo
  • 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

    Valo AI Org connections
  • 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
    Valo AI Compare Permissions
  • 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
    Valo AI User License Check
  • 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
    Valo AI App Connections

Testimonials

What our customers say

Director - IT Sales, Marketing & PLM

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.

Sankar Sivagnanam
Sankar SivagnanamDirector - IT Sales, Marketing & PLM
CEO, LeedsSource

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.

Ari Leeds
Ari LeedsCEO, LeedsSource
CTO, Growberry

It targets the 'no man's space' of platform administration.

This app focuses on simplifying the demanding but routine tasks of platform administration.

Rakesh Satharasi
Rakesh SatharasiCTO, Growberry

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.

Get Started

Unlock the Power of AI for Smarter Salesforce Administration

AppExchange LogoAppExchange Rating
CTA background graphCTA background graph