CRM Edition: Salesforce (Azure + OpenAI)
Industry: Artificial Intelligence
About the Client
The client, an AI-focused technology company, wanted to modernize internal Salesforce operations by introducing a conversational assistant capable of handling complex administrative tasks using natural language.
RT Dynamic designed and delivered a Microsoft Copilot–style AI assistant embedded directly in Salesforce, powered by OpenAI, Azure cloud services, and the JsForce SDK. The solution allows CRM administrators to execute tasks through simple prompts, dramatically reducing manual effort while increasing system efficiency.
Challenge
Managing Salesforce configurations and administrative operations required technical expertise and repetitive manual effort.
- High dependency on technical admins for routine CRM tasks
- Time-consuming configuration changes such as field creation and permission updates
- Lack of natural language interfaces for CRM management
- Security concerns around AI access to enterprise data
- Limited scalability for future AI-driven automation
The client needed a secure, enterprise-grade AI solution that could operate directly inside Salesforce without disrupting existing workflows.
Solution
RT Dynamic engineered a custom AI Copilot framework within Salesforce, combining secure cloud infrastructure with advanced AI automation.
Key Deliverables:
- OpenAI-Powered Chat Interface: Natural language assistant embedded in Salesforce
- CRM Task Automation: Supports actions such as field creation, permission updates, and metadata changes
- Secure Authentication: Enforced session-based access control with integrated identity validation
- Real-Time Execution Engine: Leveraged JsForce SDK to execute Salesforce operations instantly
- Cloud-Native Architecture: Hosted on Azure with Cosmos DB for session and state management
- Infrastructure as Code: Deployments managed using Pulumi
- Scalable Framework: Designed for continuous expansion and future AI capabilities
This architecture delivered a production-grade AI Copilot tightly integrated with Salesforce’s data model and security layers.
Impact
- 75% reduction in manual administrative tasks
- Faster execution through prompt-based workflows
- Improved usability for non-technical CRM users
- Scalable AI–CRM foundation for future automation
- Proven productivity gains comparable to Microsoft Copilot experiences
Results
With RT Dynamic’s AI Copilot, the client achieved:
- Fully conversational CRM administration
- Reduced reliance on specialized Salesforce developers
- Faster system configuration and updates
- Secure AI interaction with enterprise data
- A reusable framework for future AI-powered CRM enhancements
The project validated that AI copilots are not limited to Microsoft ecosystems. RT Dynamic demonstrated its ability to:
- Build enterprise copilots from the ground up
- Securely integrate OpenAI into production CRMs
- Translate natural language into real operational automation
Bring AI copilots into your CRM ecosystem.
Automate Salesforce administration, simplify workflows, and unlock AI-driven productivity with custom Copilot solutions built for your business.
