Your pipeline, answered in plain language.
Ask about any deal, account or number and Tenali looks it up in Salesforce at that moment, with your own login. Totals by stage and owner, deals that have gone quiet, the history with an account before your next call: answered in chat or a Slack DM.
Your Salesforce admin approves the app once. After that every rep connects in a minute, with no managed package and nothing to configure.
What it does
The gap
The answer is in Salesforce. Getting it out takes a report.
So reps ask in Slack, managers export to a spreadsheet, and the pipeline review opens with ten minutes of “let me pull that up”. The data is there. The question is just too awkward for a report builder.
The usual fix is another dashboard, built once and outdated by the next question someone asks.
Tenali takes the question the way you’d ask a colleague and answers from Salesforce itself, live, inside your own permissions.
What it does
Ask it anything. Get the answer from Salesforce itself.
Ask your pipeline in plain language
"What's open in Negotiation?" "When did we last talk to Contoso?" Tenali queries Salesforce live at the moment you ask — across standard and custom objects your login can already reach, so it isn't boxed into a fixed list of fields. No export, no nightly sync, no stale copy in another tool.
Total your pipeline without building a report
"How much do I have closing this quarter, split by rep?" Tenali counts and totals your opportunities by stage and by owner, filtered to the owner and close-date window you name. Multi-currency orgs are reported per currency and never blended into one misleading number.
Find the opportunities that have gone quiet
"Which of my deals have had no activity since July?" Tenali pulls them from Salesforce's own activity dates, narrowed to an owner and a close-date window. If a filter can't be honoured it says so out loud instead of quietly widening the search.
Prep for the next call in one question
"Catch me up on Contoso." Tenali pulls the account, its open opportunities, the contacts and the latest activity into one answer, so you walk in knowing where the deal stands.
Get the call written up for Salesforce
Ask Tenali to write up a meeting for Salesforce. It drafts the next step, the meeting note and the field values from what was actually said, ready to paste into the record.
Ask from Slack
DM Tenali in Slack: "What's closing this month?" It answers from Salesforce the same way it does in chat, so a pipeline question never needs a laptop and a report builder.
How it works
No field mapping. No implementation project.
Your admin approves the app once, then each rep connects and starts asking. There’s nothing to configure and nothing for RevOps to maintain.
Your admin approves the app once
Your Salesforce admin approves the Tenali for Salesforce app one time, the way Salesforce asks for any connected app. No managed package, no field mapping, no sandbox cycle.
Each rep connects their own login
One OAuth authorization from the Integrations page. Tenali acts as that rep and sees exactly what their Salesforce permissions allow.
Ask in chat or Slack
Ask about any deal, account or number in your pipeline. Tenali looks it up in Salesforce at that moment and answers in plain language.
Guardrails
Connecting an AI to your CRM should be a small decision.
It is here, because Tenali reads as you, keeps no copy of your data, and never holds your Salesforce credentials.
It acts as you, not as a service account
Every lookup runs as your Salesforce user and stays inside your sharing rules and field-level security. Nobody sees more of the pipeline than they already could.
Live answers, no copy of your CRM
There's no sync and no nightly import. Every question goes to Salesforce when you ask it, so the numbers are current and nothing of yours sits in Tenali going stale.
Tenali never holds your Salesforce credentials
Authorization runs through a dedicated identity and OAuth provider that stores and refreshes the tokens. Clicking Disconnect asks that provider to revoke the authorization, rather than just forgetting it locally.
Frequently Asked Questions
What RevOps and sales leaders ask before connecting Salesforce
Stop building reports to answer one question.
Connect your own Salesforce login and ask about your pipeline the way you’d ask a colleague. Tenali answers from live Salesforce data, inside your own permissions.
Salesforce lookups are included with any Tenali plan that has AI chat. A 30-minute call is the quickest way to see it on your own pipeline.