Update Salesforce by typing in Copilot

Keeping Salesforce current is the job nobody has time for. This demo shows a producer creating a deal with a revenue split, adding a contact and debriefing a call by typing single sentences in Microsoft Copilot, with each change proposed first and saved only after she answers yes.

Overview

This workflow is for producers at insurance agencies who spend their day in Microsoft Teams and Copilot. A new deal, a new contact, a call: each update tends to wait until the end of the day, or never happens, so Salesforce falls behind.

What you'll see

The demo is shot as a producer in Microsoft Copilot and Salesforce. She opens the PSA Salesforce Assistant and gets her day. She types one sentence describing a cyber account rounding deal at an existing client, with an amount, a close date and a 60/40 split with a colleague. The assistant shows what it would create, the deal, the revenue split and the next step, and she answers yes. She adds a new contact, the client's controller, the same way. Then she debriefs a call in one sentence: the client wants medical renewal options by next Friday. The assistant proposes three changes, logging the call, setting the deal's next step and creating a task to send the options, and one more yes applies them. In Salesforce the video then shows the new deal with its product, split and decision maker, the new contact, the next step and the follow-up task, and the account listing the new deal and contact.

How it works in Salesforce

The PSA Salesforce Assistant passes each request to an agent in the library. Create Route, a rules-based agent built with Flow and Apex, creates the deal, the revenue split and team member, and the contact. Meeting Debrief turns the typed debrief into a call log, next step and follow-up task. Each change is an update to standard Salesforce records, made through the user's own Salesforce connection and owned by the producer. In the demo a presenter acts as the producer; in an agency, each producer signs in as themselves.

Where people stay in control

Every change is shown as a proposal first. Nothing is created or updated until the producer answers yes, and each request gets its own yes.

Configured for your organization

PS Advisory provides the assistant, Create Route and Meeting Debrief as foundational agents in its Agentforce for Insurance accelerator, so your team starts from a working pattern rather than from scratch. They are configured for your Salesforce org and Microsoft tenant, including the records your team creates from chat.

Live Microsoft Copilot and Salesforce screens. Client data is simulated.