RecordIQ:Enterprise AI Intelligence for Salesforce
A comprehensive Lightning Web Component that brings the power of advanced AI models directly into your Salesforce org. Analyze records, uncover insights, and make data-driven decisions with context-aware artificial intelligence that understands your business data and relationships.
5+
AI Providers Supported
100%
Metadata Configurable
Infinite
Custom Prompts
0
Code Changes Needed
Complete Solution Overview
VPC RecordIQ is a production-ready, enterprise-grade solution that seamlessly integrates cutting-edge AI capabilities into Salesforce. Built with scalability, security, and flexibility at its core, it transforms how organizations interact with and understand their CRM data.
Purpose
Transform static Salesforce records into dynamic sources of intelligence, providing instant AI-powered analysis, recommendations, and insights.
Architecture
Modular, interface-based design with provider abstraction layer, enabling seamless switching between AI models without code changes.
Configuration
Fully metadata-driven configuration system using Custom Metadata Types for prompts, providers, and data relationships.
Security
Enterprise security with Named Credentials, secure API integration, and respects Salesforce field-level security and sharing rules.
Data Context
Automatically enriches AI prompts with related records and child objects for comprehensive contextual analysis.
Performance
Optimized with configurable timeouts, efficient data queries, and smart caching strategies for instant responses.
Comprehensive Feature Set
Every feature is designed to maximize value while maintaining enterprise standards for security, performance, and usability.
Core AI Capabilities
Multi-Model Support
Seamlessly switch between Claude 3 (Opus, Sonnet, Haiku), GPT-4, Gemini Pro, Llama 3, and Mistral models through OpenRouter integration.
Conversational Interface
Maintain context across multiple queries with built-in conversation history and follow-up question capabilities.
Context-Aware Analysis
AI understands record relationships and automatically includes relevant child records and related data in its analysis.
One-Click Intelligence
Pre-built analysis buttons for common use cases: Summarize, Analyze, Enrich Data, and object-specific actions.
Dynamic Prompt Templates
Create custom prompt buttons via metadata with merge fields for object labels and record data.
Clipboard Integration
One-click copy functionality to easily share AI-generated insights with team members or export to documents.
Configuration & Customization
Custom Metadata Types
Three custom metadata types control providers (LLM_Provider_Config__mdt), prompts (LLM_Object_Prompt__mdt), and related data (LLM_Related_Object_Config__mdt).
Object-Specific Prompts
Configure unique prompt buttons for each Salesforce object with custom labels, icons, tooltips, and button variants.
Related Data Configuration
Define which related records to include, specify fields to query, set maximum records, and add WHERE conditions.
Named Credentials
Secure API key management through Salesforce Named Credentials with support for multiple provider endpoints.
Model Parameters
Fine-tune AI behavior with configurable temperature, max tokens, timeout settings, and provider-specific parameters.
Hot-Swappable Providers
Switch between AI providers instantly through metadata without deploying code changes.
User Experience Features
Responsive Design
Fully responsive Lightning Web Component that works seamlessly on desktop, tablet, and mobile devices.
Smart Field Detection
Automatically detects and queries relevant fields based on object type with fallback to dynamic field discovery.
Conversation History
View, hide, or clear conversation history with timestamps and query type tracking.
Loading States
Professional loading indicators with contextual messages during AI processing.
Error Handling
Comprehensive error handling with user-friendly messages and toast notifications.
Contextual Actions
Object-specific action buttons (e.g., "Suggest Resolution" for Cases, "Analyze" for Opportunities).
See how RecordIQ transforms Salesforce data into real-time intelligence.
RecordIQ transforms static data into dynamic intelligence your team can act on.
