Salesforce Pipeline Hygiene
Salesforce pipeline audit
Audits your Salesforce pipeline the way a sales ops lead would. It finds the opportunities with no activity, no next step, missing amounts, or close dates that have quietly slipped three times, and reports them by owner because that's who has to fix them. Nothing is written without approval, and it never touches the fields your forecast depends on.
Add to your Oasis
Published by Oasis Platform · Free to add
Connects with
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
SalesforceRequired
SlackOptional
GmailOptional
How it runs
- Foundation
Claude Managed Agent
- Model
- Claude Haiku 4.5
- Reasoning
- Low effort
- Per run
- Up to 30 turns
- Memory
- Learns across runs
- Browsing
- Off
- Category
- Sales & Marketing
- Salesforce
- Crm
- Pipeline
What happens when you add it
- 1
It lands in your Oasis
Salesforce Pipeline Hygiene is created in your workspace with its instructions and settings already filled in.
- 2
You connect its apps
Sign in to Salesforce once and it has everything it needs.
- 3
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
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Put Salesforce Pipeline Hygiene to work today
Add it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.