iOS & Web
Assistant
The Assistant tab is your conversational interface to Salesforce. Ask anything — read data, run reports, make updates — all in plain English. Available on both iOS and web.
Asking questions
Type any question or instruction in the chat bar at the bottom of the Assistant tab and tap Send. Askforce runs a multi-step reasoning process — querying Salesforce as needed — and returns an answer, usually within a few seconds.
You can ask in a conversational style, just as you would ask a colleague:
Show me open deals closing this monthWhat's the total pipeline for the Enterprise segment?Which accounts in California have no open opportunities?List tasks assigned to me that are overdueHow many new leads came in last week?
Response types
Askforce picks the most appropriate format for each response. You don't need to specify how you want results displayed — it adapts automatically.
| Format | When used |
|---|---|
| Table | Record lists with multiple fields (opportunities, contacts, tasks) |
| Bar chart | Comparisons across categories (pipeline by stage, leads by source) |
| Pie chart | Proportional breakdowns (opportunities by owner) |
| Line chart | Trends over time (new leads per week) |
| Single number | Aggregate metrics (total pipeline, count of open cases) |
| Dashboard | Multiple widgets in a grid — charts, tables, and numbers for overview queries (e.g. "show me a pipeline dashboard") |
| Plain text | Summaries, explanations, or answers to open-ended questions |
Write operations
Askforce can create, update, and delete Salesforce records on your behalf. For any write operation, it will show you a confirmation card with a preview of exactly what it plans to change before doing anything.
Example prompts that trigger write operations:
Update the close date on the Acme deal to March 31Move the TechCorp opportunity to Proposal stageCreate a follow-up task for John Smith due next TuesdaySet the annual revenue for Globex to $2 million
Confirmation card
The confirmation card shows a preview table of the records and fields to be changed. Tap Confirm to execute or Cancel to abort. No changes are made until you confirm.
Multi-turn conversation
The Assistant retains context across up to 10 turns in a session. You can ask follow-up questions without repeating yourself:
- "Show me open opportunities in the West region"
- "Now sort by amount descending"
- "Which of those has the highest probability?"
Tap the clear button (top right) to start a fresh conversation when you want to change topic.
Supported objects
Askforce discovers your org's schema dynamically, so it works with your standard Salesforce objects. The following objects are fully supported:
- Opportunity
- Account
- Contact
- Lead
- Case
- Task
- Event
- User
- Campaign
- Contract
Tips
- Be specific about time. Phrases like "this quarter", "last week", and "next 30 days" work well. Askforce resolves them against today's date.
- Use names, not IDs. Say "the Acme opportunity" or "John Smith" — Askforce resolves names to Salesforce IDs automatically.
- Tap the steps view to see the agent's reasoning chain — useful for understanding how a complex answer was derived.
- Expand steps if a result looks unexpected — the intermediate queries are shown so you can spot where things diverged.