What is Pulse for Salesforce?

Pulse for Salesforce is an add-on that empowers organizations to get even more value from Salesforce with AI-powered insights infused in their CRM. It accelerates data-driven decision-making with purpose-built sales, service, and key CRM metrics to understand drivers, uncover trends, and discover opportunities. It enables business decision-makers to take action fast with AI-powered, personalized, and contextual insights directly in Salesforce when they need them. Only Pulse for Salesforce can shorten time to value with streamlined provisioning and configuration so you can start delivering insights to everyone.

What can you do with Pulse for Salesforce?

Track key business drivers with AI-powered insights and take action right where you work, in Salesforce CRM. Accelerate business growth by scaling data-driven decision-making across your entire organization.

Accelerate data-driven decision-making

Out-of-the-Box Metrics

Stay on top of your KPIs with 9 pre-built metrics or create your own custom metrics. Click into a relevant metric to clearly see its current value and how it's trending.

Personalized Homepages & Digests

Get proactive insights on key metrics curated into a personalized digest. Align your team across the same shared goals, without having to dig for information across several data sources, to make informed and timely decisions.

Pulse on Salesforce Mobile App

Access data insights and track your metrics on the go directly in the Salesforce mobile app. Check your Pulse for today, get the latest updates that matter to you, and leverage Pulse AI features all without leaving the Salesforce app.

Act fast with AI-powered insights

Insight Summaries

Start your day with an AI-powered summary of the most relevant insights across all the metrics that matter to you. These natural language summaries provide you with at-a-glance insights you need to understand what's happening across your business and why.

Insights Platform

Automatically identify hidden drivers, trends, contributors, and outliers for metrics you follow with proactive notifications and visual insight summaries.

Intuitive Q&A

Dive deeper into your insights and uncover the key drivers of your business. Select AI generated questions tailored to your most relevant and impactful metrics or ask your own questions using natural language and receive clear explanations accompanied by insightful data visualizations.

Expedite time to value

Streamlined Configuration

Start getting AI-powered insights in minutes with a streamlined configuration through a setup wizard.

Managed Package

Install, update, and manage Pulse for Salesforce easily with a managed package, using clicks not code.

Metrics Layer

Create a single source of truth for all your metrics enriched with real-world business context.