You will get AI Summary for Salesforce Leads and Opportunities
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Project details
I built a lightweight AI plugin for Salesforce that generates a short brief for Leads or Opportunities directly inside the record page.
The plugin creates a quick TLDR summary of the deal, highlights buying signals and risks, and drafts the next email you can send to the prospect.
This helps sales teams quickly understand the deal status without reading long activity histories and respond faster to leads.
The installation is simple and takes only a few minutes. I will install the package in your Salesforce org and configure it for the objects you want.
Free trial included: 1,000 AI summaries per Salesforce org with no time limit.
The plugin runs inside Salesforce and is designed to avoid sending personal contact data outside the platform.
The plugin creates a quick TLDR summary of the deal, highlights buying signals and risks, and drafts the next email you can send to the prospect.
This helps sales teams quickly understand the deal status without reading long activity histories and respond faster to leads.
The installation is simple and takes only a few minutes. I will install the package in your Salesforce org and configure it for the objects you want.
Free trial included: 1,000 AI summaries per Salesforce org with no time limit.
The plugin runs inside Salesforce and is designed to avoid sending personal contact data outside the platform.
Project Type
OtherWhat's included
| Service Tiers |
Starter
$25
|
Standard
$95
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 3 days |
Number of Revisions | 1 | 2 | 3 |
Frequently asked questions
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NF
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Pavel is great to work with. We have worked with him on several projects and he delivers exactly what we are looking for. He works quickly and goes above and beyond. We look forward to working with him in the future.
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About Pavel
Salesforce Apps | Full-Stack Developer & Web
100%
Job Success
Magnolia, United States - 1:35 pm local time
Hello!
I’m Pavel — a Salesforce Certified Full-Stack Developer with over 10 years of hands-on experience. I build robust, user-friendly digital solutions that help businesses work smarter and grow faster.
What I Do:
-- Salesforce Development: Automations with Flows and Apex, Lightning Components, custom CRM apps, Salesforce Mobile SDK, and complex integrations;
-- Web Development: Custom MEAN stack apps (MongoDB, Express.js, Angular, Node.js);
-- API & Payment Integrations: Stripe, REST, GraphQL, Salesforce APIs;
-- Custom Tools: Interactive calculators, automation scripts, and system optimizations.
Why Work With Me:
✔ Salesforce Certified with real-world experience in automation, lead routing, and reporting;
✔ Proven record of delivering projects of any complexity;
✔ End-to-end development — from idea to deployment;
✔ Flexible approach and choice of technology stack;
✔ 100% Job Success and measurable results.
If you’re looking for someone who can design, build, and launch your Salesforce or full-stack project — let’s talk.
Steps for completing your project
After purchasing the project, send requirements so Pavel can start the project.
Delivery time starts when Pavel receives requirements from you.
Pavel works on your project following the steps below.
Revisions may occur after the delivery date.
Inputs
Client provides Salesforce org details and installation preference (sandbox or production).
Install
I install the AI summary plugin in the Salesforce org