AI agents for SalesforceFrom a partner inside the ecosystem since 2009
Your contacts, pipeline and customer history already live in your Org. Vantegrate's agents put that data to work: they sell on WhatsApp, process documents and answer business questions, synced with Salesforce in real time.
Why Vantegrate
Sixteen years inside the Salesforce ecosystem
We did not arrive at Salesforce yesterday. Vantegrate is a Salesforce ISV & Consulting Partner since 2009, with certified professionals and applications that passed the platform's own security audit.
ISV & Consulting Partner since 2009
We build, integrate and operate on the Salesforce platform. Sixteen years inside the most demanding enterprise ecosystem on the market.
Security Review approved
Our applications passed the Salesforce Security Review, one of the most rigorous security audits in the SaaS industry.
Certified professionals
Certifications in development, administration, architecture and integration. We do not learn Salesforce on your project.
Hundreds of implementations
Real delivery experience across Latin America and the United States, from mid-market companies to enterprise operations.
How it works
How AI agents work with Salesforce
An AI agent is only as good as the data it can reach and the rules it respects. Ours connect to your Org the way Salesforce intends: native APIs, scoped permissions and full traceability.
Native connection, no shortcuts
Our agents connect through Salesforce's standard APIs with OAuth 2.0 and SAML. No workarounds, no fragile bridges, no admin credentials.
Real-time bidirectional sync
Contacts, accounts, opportunities, orders and activities flow both ways. What an agent does on WhatsApp lands in your Org instantly, without duplicates.
Least privilege and full audit trail
Each integration reads and writes only the objects it needs. Every interaction with your Org is logged, traceable and auditable.
35+ direct integrations
WhatsApp Salesforce integration
Connect WhatsApp with Salesforce without losing attribution
In Latin America and the US Hispanic market, deals start and close on WhatsApp. Industry compilations report that marketing messages on WhatsApp reach open rates near 98 percent, against roughly 20 percent for email (WhatsApp Business, 2025). The problem is that those conversations rarely reach the CRM.
Our agents close that gap: every inquiry, quote and campaign on WhatsApp is logged in your Org with full attribution, so pipeline, reporting and forecasts keep telling the truth.
Inbound sales on WhatsApp
Sellium answers, quotes and collects payment in the chat, with catalog and pricing from your Org.
Meet SelliumOutbound campaigns and win-back
Revio runs WhatsApp campaigns on your Salesforce segmentation and writes every response back.
Meet RevioOfficial WhatsApp Business Platform
Built on Meta's official API, with opt-in management and approved templates. No numbers that get blocked.
The suite
What our AI agents add to your Salesforce ecosystem
Four agents, one platform: yours. Each one is delivered turnkey and managed by our team.
Security and data residency
Your data never leaves your platform
Here is our honest take: our agents run 100% on your Salesforce platform. Your data stays in your Org, in the region you configured, protected by the certifications Salesforce holds and maintains, such as SOC 2 Type II and ISO 27001. We do not claim those certificates as ours; you keep the guarantees of the platform you already audited.
On top of that we add TLS 1.3 in transit, AES-256 at rest, least-privilege access and a complete audit trail for every operation.
Vantegrate versus other AI options for Salesforce
Implementation
Live in weeks, not months
Org analysis
We review your Salesforce instance: objects, flows, existing integrations, permission model and compliance requirements.
Configuration and integration
We configure the native connectors, set the least-privilege permissions and activate the bidirectional sync.
Validation and launch
Testing with real data from your Org, validation with your team and progressive rollout. Your team approves and starts using it.
Frequently asked questions about AI agents for Salesforce
What Salesforce teams usually ask before adding AI agents to their Org.
How do AI agents work with Salesforce?
How do AI agents work with Salesforce?
Vantegrate's agents connect to your Org through Salesforce's native APIs with OAuth 2.0 and SAML, with least-privilege permissions defined object by object. They read live data (contacts, opportunities, catalog, history) to answer and act, and write the results back in real time. There are no workarounds, no admin credentials and no copies of your database outside the platform.
Can I integrate WhatsApp with Salesforce?
Can I integrate WhatsApp with Salesforce?
Yes. That is exactly what Sellium and Revio do: they run on Meta's official WhatsApp Business Platform and sync every conversation, quote and campaign with your Org. Leads, orders and activities land in Salesforce with full attribution, so your pipeline and reporting stay intact.
How does Vantegrate relate to Agentforce?
How does Vantegrate relate to Agentforce?
We are a Salesforce ISV & Consulting Partner since 2009, so we work with the platform's AI roadmap, not against it. Agentforce gives you the building blocks inside Salesforce; Vantegrate delivers managed, turnkey agents that extend your Org to channels like WhatsApp, with implementation, integrations and training included. Many clients combine both.
Is my Salesforce data safe with an AI agent?
Is my Salesforce data safe with an AI agent?
The agents run 100% on your Salesforce platform: your data stays in your Org, in the region you chose, protected by the certifications Salesforce holds (SOC 2 Type II, ISO 27001, among others). We add TLS 1.3 in transit, AES-256 at rest, granular access control and a complete audit trail. Our applications also passed the Salesforce Security Review.
Let's talk about your Org
Every Salesforce instance is different. In a 30-minute conversation we show you exactly how our agents interact with your Org, which permissions they request and what results you can expect. No fine print.