AI-native automation
Automate work across
Black Diamond and 
Salesforcewith Caddi AI Agents.
Automate anything you do across Black Diamond, Salesforce, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Black Diamond and Salesforce
Connect Black Diamond to Caddi
Allow1Sign in to Black Diamond
One click with your own Black Diamond login. No API keys.
Connect Salesforce to Caddi
Allow2Sign in to Salesforce
The same click again. Both tools are connected.
File Black Diamond review packets against the Salesforce household.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Black Diamond and Salesforce together
At an RIA the work between Black Diamond and Salesforce is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
File Black Diamond review packets against the Salesforce household.
When a quarterly report renders in Black Diamond, Caddi attaches the packet to the matching Salesforce household and logs the activity so the advisor sees it on the record.
- 02
Reconcile Black Diamond values into Salesforce.
Caddi pushes each household's latest Black Diamond market value and performance into Salesforce custom fields on a schedule, so the CRM always reflects the book.
- 03
Open Black Diamond accounts from new Salesforce households.
When a household is created in Salesforce, Caddi sets up the matching account structure in Black Diamond with the client, custodian, and team in place.
Actions Caddi can take across Black Diamond and Salesforce
- Black Diamond
Report generated
Triggers when a performance or review report finishes rendering.
- Black Diamond
Account updated
Triggers when an account's holdings, value, or details change.
- Black Diamond
New account added
Triggers when a new account is added to a household.
- Black Diamond
Billing run completed
Triggers when a fee billing run finishes for the period.
- Black Diamond
Generate report
Run a performance, holdings, or review report for a household.
- Black Diamond
Find account
Look up an account or household by name, ID, or custodian.
- Black Diamond
Export performance data
Pull performance, positions, or billing figures for a date range.
- Black Diamond
Update household
Write household or account metadata back to Black Diamond.
- Salesforce
New record
Triggers when a new record of a chosen object is created.
- Salesforce
Updated record
Triggers when a record of a chosen object is updated.
- Salesforce
Field on record updated
Triggers when a specific field on a record changes.
- Salesforce
New outbound message
Triggers when Salesforce sends a configured outbound message.
- Salesforce
Create record
Add a new record of any Salesforce object with custom fields.
- Salesforce
Update record
Modify fields on an existing record.
- Salesforce
Find record
Search records by SOQL or field/value lookup.
- Salesforce
Add to campaign
Add a lead or contact to a campaign.
- Salesforce
Convert lead to contact
Convert a Salesforce lead with optional account and opportunity.
- Salesforce
Send email
Send an email through Salesforce's email action.
Common questions
How does Caddi connect Black Diamond and Salesforce?
Black Diamond and Salesforce just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Black Diamond and Salesforce end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Black Diamond and Salesforce to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Black Diamond + Salesforce loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for RIAs and financial advisors?
Yes. Caddi runs Black Diamond and Salesforce with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate Black Diamond and Salesforce?
Drop your work email and we'll show you Caddi running end-to-end against Black Diamond, Salesforce, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.