Automate Salesforce with Caddi
Built for professional services teams.
Salesforce is the system of record at most large advice firms, RIAs, and legal departments. Caddi keeps it the system of record by automating every motion that feeds it — and every motion that follows.
The work around Salesforce is where time disappears.
Salesforce is only as good as the data inside it. Caddi writes the right record into Salesforce from every inbound source — email, PDFs, signed forms — and runs every downstream step on signal.
Loops Caddi runs against Salesforce
Account Record Creation
Real customer flowCaddi extracts required details from account-opening PDFs and creates the linked household, person, and new account form records, reducing manual data entry for client services teams.
Speeds account setup, improves record consistency, and reduces manual NAF work.
Model Selection Forms
Real customer flowCaddi pulls household and account details to populate a model selection form and sends it for signature.
Form completion is faster and model selection documents get to advisors with less manual work.
Household Review Report Filing
Real customer flowCaddi generates household review meeting report PDFs and files them with the correct metadata.
Review report creation and filing happens automatically.
Signed IPS Archiving
Real customer flowCaddi downloads signed investment policy statements, archives the PDFs with the right metadata, and updates the related household record and task.
Signed IPS forms are archived correctly and Salesforce tasks close out promptly.
Meeting Invitation Emails
Real customer flowCaddi pulls verified client contact details to draft and send meeting invitation emails from a saved template and creates a follow-up task.
Client meeting invitations go out automatically with consistent follow-up in Salesforce.
Intake Document Packets
Real customer flowCaddi classifies and names intake document images, merges related PDFs, files the packet to the correct case workspace, and updates processing status.
Intake documents are processed and filed automatically.
Caddi + Salesforce, in practice
Inbound triage
Watch Salesforce for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep Salesforce in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Salesforce alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Salesforce update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Salesforce
Does Caddi have a real Salesforce integration?
Yes. Caddi runs verified code against Salesforce's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Salesforce is reviewed before it runs in production.
Do I need engineering help to automate Salesforce with Caddi?
No. You demonstrate the workflow once — clicking through Salesforce the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Salesforce data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Salesforce with no model in the loop.
Can Caddi connect Salesforce to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Salesforce, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Salesforce?
Drop your work email and we'll show you Caddi running end-to-end against Salesforce and the rest of your stack.