Your Agent. Inside Salesforce.
Tag UGENT in Chatter to assign tasks. Open the record utility to ask questions. Speak to create records. All running on your local machine with your own Salesforce API user — no cloud middleman.
Three Ways to Work Together
Chatter Tasks
Type @UGENT in any Chatter feed to assign a task. UGENT picks it up, does the work, and replies right in the thread. Perfect for async handoffs and team coordination.
Record Utility
A Lightning widget sits on record pages and the app utility bar. It knows which record you're viewing — ask "what's the status?" or "update the opportunity stage" and UGENT acts with full context.
Voice Commands
Speak naturally to create or update records. "Create a new lead for Acme Corp" or "Change the close date to next Friday" — UGENT transcribes, understands, and executes with confirmation.
What UGENT Can Do in Salesforce
Read and Query Records
Ask "show me all open opportunities over $50K" or "what fields are on the Account layout?" UGENT queries your org and returns structured answers with citations. Object relationships, field dependencies, and validation rules are all searchable.
Create and Update Records
"Create a custom object called Project Tracker with a lookup to Account." UGENT creates objects, adds fields, configures page layouts, and sets up flows — all through natural language with approval before any write.
Understand Your Schema
"Which profiles can edit the Case object?" "What sharing rules apply to Opportunity?" UGENT indexes your entire Salesforce project — objects, fields, flows, permissions, layouts, and Agentforce bots — and answers relationship questions instantly.
Assign and Coordinate
Tag UGENT in Chatter to delegate research, data cleanup, or configuration tasks. Team members can assign work from any record feed, and UGENT reports back in the same thread when done.
Your Salesforce. Your Rules.
UGENT runs on your local machine. Your Salesforce credentials never leave your environment. Every action respects the permissions of your configured API user.
Local Only
UGENT connects to Salesforce from your own machine using your own API user. No third-party cloud processes your data. No credentials are shared.
Approval Required
Every write operation requires explicit human approval before execution. Low-risk read operations are auto-approved; all changes go through you first.
Scoped Permissions
UGENT can only access what your Salesforce API user's profile and permission sets allow. Salesforce enforces the boundary — UGENT cannot bypass it.
Full Audit Trail
Every Salesforce operation — read or write — is logged with who requested it, who approved it, what tool ran, and what changed. The audit trail captures requester, approver, source channel, before/after summary, and timestamps. Nothing happens silently.