A CRM that stays up to date, without chasing your reps.
Opportunities with no amount, stages untouched for three months, duplicate accounts: your forecast rests on data nobody enters properly. Adoption Layer guides every rep inside Salesforce or Dynamics at the exact moment of entry, by reading the live screen.
The CRM isn't badly designed, it's badly filled in
Your reps spend under 20% of their time in the CRM and treat it as a chore. The result: required fields bypassed with "NA", pipeline stages never updated, quotes created outside the process. Every forecast review turns into a hunt for missing data, and RevOps spends Fridays cleaning exports.
"A rep opens a Salesforce opportunity and asks: 'I need to move this to Negotiation, what's blocking it?' Adoption Layer reads the page, spots that Weighted Amount is empty and the close date is in the past, highlights both fields, and recalls the team rule: no move to Negotiation without an attached quote."
Observed in the field
No forced tour when the rep logs in
No blocking tutorial on top of Salesforce. The assistant waits for a real question and points to the exact field on the opportunity that is open.
Survives every Salesforce release
Three releases a year and page layouts edited by your admin break nothing: the AI reads the live Lightning DOM instead of selectors recorded months ago.
Guidance that adapts to your Salesforce, not the other way round
Live Lightning reading
Custom objects, per-profile page layouts, conditional components: the AI interprets the DOM at the moment of the question, including after a Salesforce release or a layout change by your admin.
Entry rules recalled at the right moment
Opportunity naming, required fields per stage, contact roles: your RevOps guidelines appear on the relevant field, not in a Confluence page nobody opens.
Pipeline friction detection
See the stages where reps ask the most questions, the fields that get systematically bypassed, and the objects nobody understands.
Escalation to the Salesforce admin with context
When the question is really a missing permission or a validation rule, the request goes to your admin or RevOps with the screen, the object involved, and the steps already tried.
Why WalkMe flows break on Salesforce
WalkMe, Lemon Learning, and scripted tours rely on CSS selectors recorded at a point in time. Every Salesforce release, every page layout your admin edits, every conditional Lightning component makes them stale, and someone has to re-record them. Adoption Layer records nothing: it reads the DOM displayed at the moment of the question and maps the rep's intent to the elements actually on screen.
Setup and privacy
Deploy the Chrome extension (Manifest V3) to the fleet via Intune, Jamf, or Google Workspace, allow-list your Salesforce or Dynamics domains, and connect your sales playbooks. No CRM changes. Customer names, amounts, and contact details are redacted in the browser before any AI inference. No cookies, no screenshots.
CRM workflows covered
- Creating and qualifying opportunities (amount, stage, close date, competitors)
- Converting leads and deduplicating accounts and contacts
- Generating quotes and attaching products (CPQ)
- Weekly pipeline updates ahead of the forecast review
What you can expect
A pipeline whose amounts and dates you can trust, forecast reviews that are about deals rather than missing data, and a RevOps team spending less time on clean-up exports. New reps are self-sufficient in the CRM from week one.
Cleaner pipeline data visible from the first forecast review after rollout
Enterprise security and GDPR privacy
Deploying on a CRM, an ERP, or an HRIS demands airtight isolation. Sensitive data is redacted in the browser before any AI analysis, and nothing leaves the European Union.
Client-side PII redaction
Salaries, IBANs, social security numbers, card numbers, and contact details are replaced with tokens in the browser, before anything leaves the workstation.
Zero screenshots
No image of your interfaces is ever stored. Only the textual structure of the DOM is transmitted, never a visual rendering.
Execution isolation
Isolated CSS and a dedicated error boundary: an assistant failure is contained and reported, and can never take down the host application.
Data never reused
No model training on your contexts. Your data stays partitioned per customer and can be deleted on request.
Frequently asked questions
Straight answers on Salesforce compatibility, customer data protection, and rolling out to the sales fleet.
Does it work with our custom objects and per-profile page layouts?
What happens at Salesforce releases (Spring, Summer, Winter)?
Are customer data and deal amounts sent to the model?
Can we target guidelines by team or profile?
Ready to guide users inside your software?
See live guidance on your own Salesforce or Dynamics sandbox, with your objects, page layouts, and validation rules.