Salesforce Process Automation
Your entire Salesforce operation, automated from the first touchpoint.
Tekst reads every inbox email, classifies it automatically, and acts directly in Salesforce. No manual copy-paste. No missed cases. No routing errors.
The world’s leading enterprises can now automate with confidence.
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The Enterprise Bermuda Triangle
60% of business-critical processes start in an inbox. From there, your team manually reads, evaluates, and enters data into Salesforce every time.
Shared Inbox
Hundreds to thousands of unstructured emails arriving daily -orders, claims, complaints, questions.
Zero visibility on volume or backlog
Salesforce CRM
Cases need to exist here, correctly categorized, routed, and populated.
Manual copy-paste from email
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ERP / SAP
Order records, shipping data, invoice details - all needing cross-system updates to match.
Data entered twice, often wrong
Shared Inbox
Hundreds to thousands of unstructured emails arriving daily -orders, claims, complaints, questions.
Zero visibility on volume or backlog
Salesforce CRM
Cases need to exist here, correctly categorized, routed, and populated.
Manual copy-paste from email
ERP / SAP
Order records, shipping data, invoice details - all needing cross-system updates to match.
Data entered twice, often wrong
From inbox to Salesforce. Automatically.
Tekst sits between your inboxes and Salesforce. It reads, understands, and acts, without changing how your team works.
01
Connect Systems
Plug-and-play integration with your Outlook inboxes and Salesforce org. No change management, no IT project. Your team keeps working as normal.
Outlook
Salesforce
SAP
ServiceNow
02
Mine Every Conversation
Tekst's custom AI reads every email, including attachments and threads. It classifies topic, extracts key fields, and maps process flows across your entire inbox history.
AI Classification
Entity Extraction
Process Mapping
03
Automate in Salesforce
Cases are created, populated, and routed automatically. Order data flows into SAP. Rework loops are broken. Your team handles exceptions, not routing.
Mail-to-Case
Auto-Routing
Cross-System Updates
Free Client Audit Report
This is what we find in a typical Salesforce-connected operation
1,514
Unique Process Variants
Across just 3,314 orders, extreme fragmentation that existing Salesforce reports never surface. Found in week 1.
20.6%
OTIF Breach Rate
Operations was flying blind. Order-to-production loops stretching up to 26 days. Process mining from the inbox surfaced it immediately.
300
Planner Hours Saved
Annually, by automating just one process - auto-classifying notifications that required redundant manual triage, taking 6.8h each. One Salesforce routing rule. No headcount change.
See Exactly Where Your Salesforce Process Bleeds
Get a full Process Intelligence Audit on your Salesforce-connected inbox operation. See exactly where cases are being lost, reworked, and misrouted. Delivered in under a week.
Process map with variant fragmentation analysis
OTIF adherence & bottleneck identification
Agent workload distribution insights
Top automation opportunities ranked by priority
Classification activities and AI model predictions
Concrete recommendations with expected operational impact
See what's actually happening in your Salesforce inbox pipeline
The same issues we found in ACME are likely sitting in your inbox right now. Talk to an expert or download the sample report before it costs you.
Don’t Leave Without This
Get a full Process Intelligence Audit Report to see where exactly improvements and automation opportunities exist, delivered in under a week.
Process variant map
Bottleneck scoring
Agent workload data
SLA breach analysis
ROI - ranked automation wins
Actionable recommendations
