Video demo Integrations
Salesforce Google Ads LSA Integration
Discover how CodersRegion integrated Google Ads Local Services Ads (LSA) with Salesforce to automatically sync leads and conversations for better tracking and…
AI & automation
AI solutions & intelligent automation
We design and build AI agents, LLM-powered features and automated workflows that do real work: answering customers, processing documents, qualifying leads and keeping your systems in sync. Secure, measurable and connected to your data.
- AI agents & assistants
- OpenAI, Claude, Gemini & open-source
- Salesforce Agentforce
What we build with AI
- Customer support and sales AI agents
- Knowledge assistants over your own documents
- LLM features inside your product or portal
- Document and email data extraction
- Workflow automation across CRM, ERP and apps
- Agentforce for Salesforce teams
Beyond the demo
AI that is accurate, secure and actually used
Most AI pilots stall because they are built as demos: no access to real data, no guardrails, no way to measure quality. Teams try them once and go back to the old process.
We engineer AI like any other production system. We start with a high-value use case, connect the model to your trusted data, add guardrails and human review where it matters, measure quality with evaluation sets, and integrate the result into the tools your team already uses.
AI is a good fit when…
- Your team answers the same questions every day
- Staff re-key data from emails, PDFs or forms
- Leads or tickets wait in a queue to be triaged
- Knowledge is scattered across documents and tools
What we offer
AI services
From first use case to production, with the engineering that makes AI reliable.
See it in practice
From prompt to production system
A real AI agent is more than a prompt. It needs tools to act, context from your systems, guardrails, and monitoring. Here is the shape of what we build.
- Tool use: search, create records, issue refunds or book meetings
- Context from Salesforce, your ERP or knowledge base, fetched securely
- Guardrails: PII redaction, approvals and policy checks
- Evaluation and monitoring so quality improves over time
# Answer support tickets with your own knowledge base
agent = Agent(
model="gpt-4o", # or Claude, Gemini, Llama
tools=[search_docs, create_case, refund_order],
guardrails=["pii_redaction", "human_approval"],
)
context = crm.lookup(ticket.email) # Salesforce · ERP
reply = agent.run(ticket.text, context=context)AI assistant● online
Summarize Acme Health before my call.
3 open cases (1 high priority), renewal due in 30 days, last invoice paid this month. Suggested next step: confirm the renewal scope.
Models & tools
The right model for each job
We are model-agnostic. We choose between frontier models and open-source options based on accuracy, cost, latency and data-privacy requirements, and we can switch later without rebuilding your solution.
- OpenAI GPT
- Anthropic Claude
- Google Gemini
- Llama & Mistral
- Salesforce Agentforce
- Vector databases
- Embeddings & RAG
- Function calling
- Python
- Node.js
- AWS
- Laravel
Our process
How we deliver AI projects
Fast to a working prototype, careful about going to production.
Use-case discovery
We identify where AI saves the most time or money and define how success will be measured.
Prototype
A working prototype on your real data, so you can judge the value before committing.
Evaluate & harden
Evaluation sets, guardrails, security review and human-in-the-loop design.
Integrate & launch
Connected to your systems and rolled out to users with training.
Monitor & improve
Quality, cost and usage tracked, with continuous improvements.
Proof, not promises
Automation and integration work
Recent builds that combine automation, integrations and smart workflows.
Video demo 
Video demo Integrations
Salesforce Customer.io Integration
Watch how Salesforce syncs with Customer.io in this live demo. See real-time data syncing of standard and custom objects using automation.
Video demo Integrations
Salesforce Slack Integration
Learn how to integrate Salesforce with Slack using Flow to send real-time notifications. A step-by-step tutorial by CodersRegion with a working example.
FAQ
AI solutions FAQ
Is our data safe when using AI?
Yes, when it is engineered properly. We use enterprise APIs that do not train on your data, restrict what the model can access, redact sensitive information and log actions. For strict requirements we can use privately hosted open-source models.
Which AI model should we use?
It depends on the task, your budget and privacy needs. We test options such as OpenAI, Claude, Gemini and open-source models against your real examples and recommend the best fit.
How long does it take to build an AI agent?
A focused prototype on your data often takes a couple of weeks. Production rollout with integrations, guardrails and evaluation takes longer, depending on scope.
Can AI work with our Salesforce or ERP?
Yes. We connect AI to Salesforce (including Agentforce), ERPs and other systems so it can read context and take actions safely.
What does an AI project cost?
After a discovery call we propose a scoped prototype with a clear price, so you can validate value before a larger investment.
Explore more
Related Salesforce services
Free discovery call
Let’s find your highest-value AI use case
Book a free discovery call. We will map where AI can save your team time and what it would take to build.