Salesforce x AI x Data workflows for routing, Agentforce, cleansing, and forecasting

Make Salesforce data usable for governed AI operations

Sanka helps Salesforce teams keep routing, AI agent context, data quality, and forecast signals connected to downstream operations.

Core capabilities

Smart Routing

Route ownership and exceptions using governed CRM rules.

Agentforce Integration

Connect Agentforce agents to Sanka order and billing data.

Data Cleansing

Clean duplicates, missing fields, and CRM mismatches.

Connect the detailed workflows

Sanka lets AI prepare the work, then keeps review, approval, and downstream execution in the same context.

1. Collect the operating context - Use CRM, billing, procurement, inventory, HR, accounting, and related records as the source context.
2. Let AI prepare drafts and checks - AI prepares drafts, exceptions, and approval checkpoints for the right owner to review.
3. Release only approved work - Only approved work moves into sending, syncing, billing, payment, accounting preparation, or other downstream actions.

Bring related work into one governed AI workflow

This page connects the detailed product pages that make up the workflow.

• Smart Routing: Sanka connects this work to an AI-assisted workflow with review and approval.
• Agentforce Integration: Sanka connects this work to an AI-assisted workflow with review and approval.
• Data Cleansing: Sanka connects this work to an AI-assisted workflow with review and approval.
• Forecasting: Sanka connects this work to an AI-assisted workflow with review and approval.

Sanka helps teams run AI operations with control.

Teams use Sanka to combine AI assistance with human approval across sales, finance, procurement, HR, and data work.

Detailed pages

• Smart Routing - Route ownership and exceptions using governed CRM rules.
• Agentforce Integration - Connect Agentforce agents to Sanka order and billing data.
• Data Cleansing - Clean duplicates, missing fields, and CRM mismatches.
• Forecasting - Forecast from pipeline snapshots.

Operating model

Use the detailed pages together as one flow: AI drafts the work, the right owner reviews it, approvals are captured, and only approved work moves downstream.

Frequently asked questions

What does this page summarize?

It summarizes the detailed product pages linked from this mega-menu category so teams can see the full AI workflow together.

Where can I see the detailed capabilities?

Use the detailed product links on this page to open each capability page.