Process
How It Works
Three steps from secure connection to verified business output. Designed for RevOps leaders and executives who need speed with control.
Secure Connection and Permissions
United Intelligence connects to Salesforce using OAuth with user-scoped permissions. No bulk exports and no elevated admin shortcuts. Existing sharing rules, profiles, and field security remain the control plane.
- OAuth 2.0 authentication flow
- User-scoped permission model
- Query-time enforcement of Salesforce sharing rules
- Field-level security applied to every run
- Configurable logging and retention policy
Deterministic Analysis First
Each workflow maps a business question to Salesforce objects, filters, and relationships. Deterministic logic calculates KPI facts first so totals, counts, trends, and thresholds are always verifiable.
- Workflow inputs tied to business goals
- Source object and relationship mapping
- Deterministic KPI calculation rules
- Risk and threshold scoring logic
- Evidence packaging for audit review
AI Narrative and Recommended Actions
After deterministic metrics are computed, AI models generate concise narrative, priorities, and next-best actions. Outputs clearly separate calculated facts from generated interpretation and include source references.
- Real-time permission-scoped retrieval
- Deterministic metrics rendered with source scope
- AI narrative written for executive clarity
- Recommended actions with owner and expected impact
- Run IDs, filters, and timestamps on every output
Architecture Overview
Your Salesforce Environment
Accounts, Contacts, Opportunities, Line Items
Connected AI App Layer
OAuth Integration · Permission Enforcement · Query Execution
Processing Engine
Decision Brief Output
Traceable · Auditable · Executive-Ready
Ready to map your first revenue workflow to a Salesforce-connected AI app?
Book a 30-Min Workflow Session