Vantegrate + Salesforce

Your Salesforce investment is about to deliver much more With native, secure AI agents ready for your Org

Q: 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.

Q: 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. How Agentforce is priced and what it costs in each scenario is covered in Agentforce pricing.

Q: 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.

You have spent years building your operation on Salesforce. Your contacts, opportunities, pipeline and customer data live there. We understand that. And we deeply respect it. That is why we design every one of our AI solutions to integrate natively, securely and efficiently with your Salesforce instance.

Let's talk on WhatsApp Book a demo

Official Salesforce and Oracle partner
Bank-grade security · end-to-end encryption
Replies within 4 business hours

Your Org has the data. But it has no AI.

Your Salesforce instance holds years of customer data, sales history, opportunities and performance metrics. That information is valuable. But without artificial intelligence to process it, interpret it and use it to automate processes, you are leaving value on the table every single day.

Inside the Salesforce ecosystem since 2009

We did not arrive at Salesforce yesterday. We have worked with the platform since 2009, building, integrating and operating on the most demanding ecosystem in the enterprise market. Over that time we built up something you cannot improvise: deep knowledge, certified professionals and applications that passed the Salesforce Security Review.

Certified professionals in development, administration, architecture and integration

Applications that passed the Salesforce Security Review, the most rigorous audit process in the SaaS industry

Real implementation experience in Latin America and the United States

Native integration with OAuth 2.0 and SAML, with no workarounds and no admin credentials

Real-time bidirectional sync: what happens in Vantegrate is reflected in your Org

What this means for your team

Protected data

TLS 1.3 encryption in transit and AES-256 at rest. Granular access control. Complete audit trail.

Real time

Bidirectional sync with your Org: contacts, accounts, opportunities, orders and activities, with no delay and no duplicates.

No technical team needed

We handle the configuration, the integration and the go-live. Your team validates, approves and starts using it.

Weeks, not months

Fast implementation thanks to our deep knowledge of the platform. No learning curve on our side.

Security that lives up to your Org

Native integration, no shortcuts

A connection through native APIs and OAuth 2.0 / SAML. We do not use workarounds, we do not build fragile bridges and we do not ask for admin credentials.

Encryption in transit and at rest

TLS 1.3 for every piece of data that flows between our solutions and your Org. AES-256 for stored data. No exceptions.

Granular access control

We define exactly which data each integration can read and write. Least-privilege permissions. No more and no less than what is needed.

Complete audit trail

Every interaction with your Org is logged, traceable and auditable. You know who accessed what, when and why.

Configurable data residency

You choose the region where your data is processed and stored, in compliance with local regulations in Argentina, Mexico, Colombia and the United States.

Audited by Salesforce, verifiable by you

The platform the agents run on has SOC 2 Type II and ISO 27001 reports from independent auditors, published on Salesforce's compliance portal. Our applications passed the AppExchange Security Review. We do not ask you to take our word for it.

The AI capabilities we add to your Salesforce ecosystem

Conversational sales

Agents that answer, quote and close sales on WhatsApp, using your Org's data in real time. Every conversation is logged in Salesforce automatically.

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Document processing

Contracts, invoices and purchase orders, processed automatically and synced to the matching objects in your Org.

Learn more

Business intelligence in natural language

Your team asks questions in plain English and gets answers based on the real data in your Org. No static reports, no waiting on IT.

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Automated marketing

WhatsApp campaigns fed by the customer data, history and segmentation you already have in Salesforce.

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Vantegrate vs. other AI solutions for Salesforce

Without Vantegrate

With Vantegrate

✗

Generic AI tools with a surface-level view of Salesforce

✓

Specialists certified on Salesforce since 2009, Security Review approved

✗

Generic connectors that ignore the Salesforce data model

✓

Native integration with OAuth 2.0, SAML and standard Salesforce APIs

✗

Implementations that drag on for months with inexperienced in-house teams

✓

Live in weeks with a team that already knows your platform

✗

Batch sync with delays that create stale data

✓

Real-time bidirectional sync, no delay

✗

No external audits or security certifications

✓

Salesforce Security Review approved, on a platform with SOC 2 and ISO 27001 audits

✗

Unpredictable costs and high risk in custom builds

✓

Fixed cost, predictable timeline and a working agent, guaranteed

ISV Partner

AppExchange Partner

Salesforce · Since 2009

OCI Partner

Marketplace & OCI Partner

Oracle Cloud Infrastructure

Live in weeks, not months

Week 1

Org analysis

We review your Salesforce instance: objects, flows, existing integrations, permission model and compliance requirements.

Weeks 2-3

Configuration and integration

We configure the native connectors, set the least-privilege permissions and activate the bidirectional sync.

Week 4

Validation and launch

Testing with real data from your Org, validation with your team and progressive rollout. Your team validates, approves and starts using it.

Vantegrate team at a Salesforce event in Buenos Aires

150+ 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. 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.

Ask about the integration Book a demo

Inbound sales on WhatsApp

Sellium answers, quotes and collects payment in the chat, with catalog and pricing from your Org.

Meet Sellium

Outbound campaigns and win-back

Revio runs WhatsApp campaigns on your Salesforce segmentation and writes every response back.

Meet Revio

Official WhatsApp Business Platform

Built on Meta's official API, with opt-in management and approved templates. No numbers that get blocked.

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.

Data residency in your Org Inherited platform certifications Full audit trail

Visit our Trust Center

Your data

What happens to your data

The same security banks and regulated companies require, on the platform you choose.

Your data stays yours

Zero Data Retention with LLMs. We never use your information to train models or for any purpose beyond what you contracted.

End-to-end encryption

AES-256 at rest, TLS 1.3 in transit. Keys rotate automatically, with a Bring Your Own Key option via Salesforce Shield.

Full audit trail

Every query, action, and decision is logged with user, timestamp, and context. Logs available via API.

Granular control

Permissions by role, by area, and by sensitive field. Your team decides who sees what, not the algorithm.

How we protect your data

Frequently asked questions

Frequently asked questions about AI agents for Salesforce

What a Salesforce team asks before adding AI agents to its Org: how they connect, which permissions they request and who answers for security.

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?

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?

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. How Agentforce is priced and what it costs in each scenario is covered in Agentforce pricing.

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.

How do I know whether Salesforce is the right platform for my company?

It depends on your sales process and your ERP. Salesforce fits when the process is complex (several teams, territories and rule-based quotes) and the CRM has to integrate with the ERP; for a small or mid-sized company with a simple process, HubSpot may be enough, and we will tell you so. The full comparison, with first-year cost, is in Salesforce vs HubSpot. If you are deciding between Salesforce and Oracle, the most common setup is running both, integrated: Salesforce for the CRM and Oracle for the ERP, as we explain in Salesforce vs Oracle.

Let's talk about your Org

Every Salesforce instance is different. Book a 30-minute conversation with our team. We will show you exactly how our solutions interact with your Org, what data we need, which permissions we request and what results you can expect. No fine print. No surprises.

Let's talk on WhatsApp Book a demo

Francisco Morales, co-founder, takes your call. We reply on WhatsApp within 4 business hours, no strings attached.