fundae RIAA With Salesforce

Offer Description

fundae provides an in-tenant AI for Salesforce that converts natural language into SOQL to deliver authoritative answers, task insights, and record-level citations. Powered by enterprise NLP, retrieval augmented generation (RAG), and enterprise search, it respects Salesforce role hierarchy, permission sets, sharing rules, and field-level security. Deployed as an Azure Managed Application in your subscription with no external data egress.

Who Benefits

• Sales managers, AEs, and CS leaders who need fast, trusted pipeline and account answers
• RevOps and BI analysts who want SOQL-grade accuracy without manual query writing
• IT and security teams who require RBAC-aligned, auditable responses

Customer Need Addressed

• Time lost writing and debugging SOQL for common CRM questions
• Knowledge silos that slow decisions and cause duplicate requests to admins
• Compliance concerns when data leaves Salesforce or your Azure tenant
• Traceability needs for analytics with direct links back to Salesforce records