Salesforce + AI

Salesforce AI integration with ChatGPT & Claude

Put AI to work inside Salesforce. Kliper Solutions connects ChatGPT, Claude and Agentforce to your Salesforce data, so AI agents can draft follow-ups, summarize cases, route requests and suggest next steps, with your team in control.

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Salesforce + AI

We build intelligence into the Salesforce you already run

Automation, insight and AI agents that work inside your CRM — not in yet another tool your team has to learn.

Connected systems

Salesforce becomes the hub for your ERP, billing, marketing and support data, with people approving what matters.

Pipeline insights

Dashboards and CRM Analytics that surface risk, demand and performance signals your data already holds.

AI agents with ChatGPT & Claude

AI agents built on ChatGPT and Claude and connected to Salesforce suggest next steps, draft follow-ups and route cases, so your team focuses on customers.
Where AI helps most

Practical AI, not another pilot

We focus on one high-value use case first, prove it works with a free proof of concept, then scale it safely across your team.

  • Reps spend hours writing emails and updating records
  • Service agents read long case histories before replying
  • Leads wait too long for the right follow-up
  • You want AI, but with security and human oversight
  • Past AI pilots never made it to production
What’s included

What we deliver

AI built into the Salesforce screens your team already uses.

AI agents & copilots

  • ChatGPT & Claude inside Salesforce
  • Agentforce agents
  • Custom AI actions

Sales productivity

  • Email & follow-up drafting
  • Call and meeting summaries
  • Next-best-action suggestions

Service automation

  • Case summaries & classification
  • Smart routing & triage
  • Suggested replies

Data & insights

  • Data Cloud & unified profiles
  • Lead & opportunity scoring
  • Natural-language reporting

Governance & security

  • Permissions & data masking
  • Human approval steps
  • Audit logs & usage monitoring

Proof of concept first

  • Pick one high-value use case
  • A working AI POC, free
  • Measure results before scaling
Zero-risk delivery

See it working before you pay.

Three promises that make starting with Kliper an easy decision.

01 · Free

Free proof of concept

We build a working proof of concept for your key use case, free of charge. You judge the results before you commit to anything.
02 · No upfront risk

Pay after delivery

No large deposits before work starts. You pay once the agreed scope is delivered and accepted by your team.
03 · True agile

Daily meetings with your team

A short daily stand-up keeps you in control: see progress, give feedback and change priorities at any time.
Claim your free POC
How we work

From first call to go-live, with no surprises

STEP 01

Free discovery call

We learn your goals, users and current setup, and give you an honest first view.
STEP 02

Free proof of concept

We build a working POC for your key use case, so you see the value first, at no cost.
STEP 03

Agile build, daily stand-ups

Short daily meetings, working features every sprint and full visibility into progress.
STEP 04

Launch, then pay

Go-live, user training and handover. You pay after delivery, once your team signs off.
Client reviews

Trusted by clients worldwide

99% of our 120+ Fiverr reviews are five stars, from clients across the US, UK, Canada, UAE and South Africa.

Verified on Fiverr · seller saurabh_kg
4.9+
120+client reviews
99%five-star ratings
214+orders completed
M
mitch_g
United States
Has hired us for three projects so far and plans to keep working together, citing strong Salesforce knowledge and customization skills.
3 projects · Ongoing
Verified review on Fiverr · Salesforce development & admin
S
speed7it
United States
Highly recommends us as kind and knowledgeable.
Verified review on Fiverr · Salesforce development & admin
A
adamwonnacot629
United Kingdom
Found us great to work with and very professional.
Ongoing collaboration
Verified review on Fiverr · Salesforce development & admin
R
rammut
Canada
Returning client in an ongoing collaboration.
Ongoing collaboration
Verified review on Fiverr · Salesforce development & admin
K
kelly_duplessis
South Africa
Valued fast response times and a clear understanding of the project, plus suggestions that improved their planning.
Verified review on Fiverr · Salesforce config & Lightning development
J
jpratt1983
United States
Delivery exceeded expectations, leading to an ongoing collaboration.
Ongoing collaboration
Verified review on Fiverr · Salesforce config & Lightning development
F
foxxriver
United Kingdom
Valued deep Salesforce knowledge and results beyond expectations; will buy again.
Repeat client
Verified review on Fiverr · Salesforce config & Lightning development
V
vp_strategy
United States
Valued clear communication and patience while completing their Salesforce setup.
Verified review on Fiverr · Salesforce config & Lightning development
R
robertorou
United Arab Emirates
Valued the strong support throughout and plans to work together again.
Verified review on Fiverr · Salesforce config & Lightning development
M
mitch_g
United States
Has hired us for three projects so far and plans to keep working together, citing strong Salesforce knowledge and customization skills.
3 projects · Ongoing
Verified review on Fiverr · Salesforce development & admin
S
speed7it
United States
Highly recommends us as kind and knowledgeable.
Verified review on Fiverr · Salesforce development & admin
A
adamwonnacot629
United Kingdom
Found us great to work with and very professional.
Ongoing collaboration
Verified review on Fiverr · Salesforce development & admin
R
rammut
Canada
Returning client in an ongoing collaboration.
Ongoing collaboration
Verified review on Fiverr · Salesforce development & admin
K
kelly_duplessis
South Africa
Valued fast response times and a clear understanding of the project, plus suggestions that improved their planning.
Verified review on Fiverr · Salesforce config & Lightning development
J
jpratt1983
United States
Delivery exceeded expectations, leading to an ongoing collaboration.
Ongoing collaboration
Verified review on Fiverr · Salesforce config & Lightning development
F
foxxriver
United Kingdom
Valued deep Salesforce knowledge and results beyond expectations; will buy again.
Repeat client
Verified review on Fiverr · Salesforce config & Lightning development
V
vp_strategy
United States
Valued clear communication and patience while completing their Salesforce setup.
Verified review on Fiverr · Salesforce config & Lightning development
R
robertorou
United Arab Emirates
Valued the strong support throughout and plans to work together again.
Verified review on Fiverr · Salesforce config & Lightning development
FAQ

Salesforce AI questions

ChatGPT or Claude: which should we use?

It depends on the task. We often test both during the free proof of concept and recommend the one that gives the best results for your use case and budget.

Is our Salesforce data safe?

We respect Salesforce permissions, mask sensitive fields, add human approval where it matters and use the AI providers’ business API settings for data handling.

Do we need Agentforce?

Not necessarily. Agentforce is a great fit for some teams; others get faster results connecting ChatGPT or Claude directly. We help you choose.

How quickly can we see results?

With a focused proof of concept, you see a working AI feature on your own Salesforce data early in the engagement, before committing to a full rollout.

Will AI replace our team?

No. The goal is to remove repetitive work so your people spend more time with customers, with humans approving the decisions that matter.

Let’s make your Salesforce investment count.

Start with a free proof of concept. Book a 30-minute call, we’ll scope it together, and you only pay after delivery.

Book your free POC call