Why Salesforce + dassi
Salesforce is already where the work happens. dassi adds the missing layer: it can read what’s on the page and then take actions (draft, classify, fill, log, summarize) without you rebuilding context in a chat box.
What to automate in Salesforce
- Create activity notes from messages: Turn LinkedIn or email threads into timestamped CRM notes without manual copy/paste.
- Meeting prep and follow-up: Compile last touchpoints and suggested agenda items before calls; log outcomes after.
- Keyboard shortcuts for high-volume queues: Add safe keyboard navigation to case/opportunity lists to reduce mouse-only work.
Quick start
- Open Salesforce in Chrome.
- Open the dassi sidebar.
- Start with a safe workflow: summarize → propose → draft → review → act.
Prompt recipes (copy/paste)
- “Log this message thread to Salesforce under this contact.” (from LinkedIn Message to CRM Note, Zero Integration)
- “Summarize the last 5 messages and add as a note in HubSpot.” (from LinkedIn Message to CRM Note, Zero Integration)
- “Build a prep brief for this meeting: attendee backgrounds + recent threads.” (from Meeting Prep Panel Injected Into Calendar Events)
- “Pull last touchpoints from Salesforce and summarize them.” (from Meeting Prep Panel Injected Into Calendar Events)
- “Add J/K navigation for this list and Enter to open the selected row.” (from Keyboard Shortcuts for Any Web App)
- “Bind Shift+R to open review notes, but never trigger Delete.” (from Keyboard Shortcuts for Any Web App)
- “In Salesforce, summarize this record (stage, next step, risks) in 5 bullets.”
- “Log a note from another tab into this contact and create a follow-up task for next week.”
- “Find the right contact by name + company, then add an activity note with a timestamp.”
Safety checklist
- Tell dassi: “Never submit/send without confirmation.”
- If the page contains sensitive data, ask for redaction or aggregated outputs (totals-only, no PII).
- Prefer reversible actions first (drafting, labeling, notes) before destructive ones.