Create Your Organization Account
Sign up with your organization details. Choose a unique URL for your team and set up your admin account. No credit card required for the free trial.
Connect Your Salesforce Org
Log in to your admin dashboard and connect your Salesforce organization with secure OAuth authentication. Omni uses official Salesforce APIs to ensure your data remains safe.
Configure Your AI Assistant
Choose your AI provider (Anthropic Claude or OpenAI), set the tone and behavior, and add any custom instructions specific to your organization. You can even define custom objects and terminology.
Connect to Slack
Integrate with your Slack workspace to enable team members to ask questions directly in Slack. Omni will respond with accurate, contextual answers based on your Salesforce data.
Start Saving Time!
That's it! Your team can now ask questions in Slack and get instant, accurate answers about your Salesforce data, processes, and configurations. Watch your productivity soar!
Example Questions Your Team Can Ask:
- "What fields are required to create a new Lead?"
- "Show me all opportunities closing this month"
- "What validation rules exist on the Account object?"
- "Create a new case for the Acme Corp account"