Private AI for Salesforce teams

The AI that actually
knows your Salesforce.

Codelign is an AI teammate that already understands how your Salesforce is set up. Ask it anything and it answers from your real system — never a guess. It helps your team plan, build, and roll out changes faster, and it runs entirely inside your own walls, so your data never leaves.

Runs inside your business Answers you can trust Salesforce today, more to come
0%Answers from your own system
0Data ever leaves your building
Idea → LiveOne place, start to finish
Audit-readyA clear record of every step
The problem

AI that guesses has no place in your business.

Most AI assistants have never seen your Salesforce. So they make things up — a field that doesn't exist, a step that never runs — and say it with total confidence. In a real business, a confident wrong answer isn't just unhelpful. It's expensive.

RISK
It makes up how your system works.It'll suggest a field or a process that sounds right but doesn't exist in your setup. Convincing, and completely wrong.
RISK
It can't tell you why something happened.“Why did this order get rejected?” needs the exact rule and approval step that stopped it — not a vague guess.
RISK
It sends your data outside.To answer, it ships your business data off to someone else's servers. Your security and legal teams will say no.
RISK
It never admits it doesn't know.When it's unsure, it fills the gap with confident nonsense instead of simply telling you.

Same question. Two very different answers.

ask: “Why is this customer's order stuck in approval?”
✕ Made up — can't be checked

"It's being held by the Order Approval Process, which routes to a regional manager for sign-off."

Sounds perfectly reasonable — but that process doesn't exist in your setup. Nothing to click, nothing to verify. Just a confident guess.

✓ Straight from your live system

The order is above your ₹5,00,000 auto-approval limit, so it's waiting on the Finance Director's sign-off — a step your team added in last quarter's update.

rule · High-value orders step · Finance sign-off added · last quarter

Every point is backed by something real in your system. And if it can't find the answer, it tells you — it never guesses.

Why teams trust it

Three promises everything else is built on.

01 / GROUNDED

It works from your real setup.

Codelign reads how your Salesforce is actually built and answers from that — not from generic training or guesswork. Your business is the single source of truth.

your system is the source of truth
02 / IN CONTROL

Nothing runs without your OK.

AI can suggest what to do, but it never acts on its own. Your team reviews and approves every change before anything happens in your live system.

you approve every change
03 / HONEST

It tells you when it's not sure.

If Codelign can't back something up, it says so and asks — instead of inventing an answer. The one thing serious businesses actually need from AI.

no confident guessing
How it works

Three simple steps, people in control the whole way.

Codelign learns your system, suggests a plan, and helps your team carry it out — with a person signing off before anything goes live.

01UNDERSTAND

It learns your setup.

Codelign maps out how your Salesforce really works — so it can answer with genuine, specific detail instead of generic advice.

  • your data and fields
  • your business rules
  • your automations and code
  • how each process really flows
02PLAN

It suggests the next move.

It works out what needs to change and lays out a clear plan for your team to review — no surprises, nothing hidden.

  • runs privately, inside your walls
  • uses top AI only when you allow it
  • explains the “why” behind each step
  • never acts on its own
03DELIVER

Your team gets it done.

Once approved, Codelign helps build, test, and roll out the change — and shows its work at every step.

  • pinpoints exactly what to change
  • rolls out with live progress
  • tests it the way a user would
  • backs up every answer with proof
Private by design

Your data never
leaves the building.

Codelign comes as a ready-to-run box that sits inside your own network. Day to day it runs on its own private AI — fast, and completely self-contained. The world's best AI models are only ever used when you choose to, and never with sensitive data.

This isn't a promise on paper. Private is the default, built into how it works — and it stays that way until you decide otherwise.

PRIVACY SETTING● PRIVATE BY DEFAULT
Answering questions about your setupstays inside your network
In-house
Everyday AI workruns on your private AI, always available
In-house
Top external AI modelsonly when you switch it on
On request
Your customer recordsnever stored away, never sent out
Off
Security & trust

Built for teams that can't send data out.

Security isn't a feature we bolted on — it's how Codelign is built. Your information stays with you, and nothing sensitive leaves unless you say so.

Your data stays home

Codelign runs on your own hardware, inside your own building. Your business data never leaves — full stop.

Private by default

Everything happens inside your walls. Outside AI is used only when you switch it on — never automatically.

Never used to train AI

Your information is used to answer your questions and nothing else. It's never fed into any AI model's training.

Show your work, anytime

Every answer comes with proof, and every action is logged and reversible. When an auditor asks, you can show exactly what happened.

Only the access it needs

Codelign looks before it touches anything, and any change goes through your existing approvals — not around them.

It can't go off-script

Codelign can only do the specific, approved tasks you allow. It can't take an action you haven't signed off on.

What it does for you

Everything your Salesforce team does, made faster.

ASK

Instant answers

Ask anything about your Salesforce in plain English — “which rules affect refunds?” — and get a straight answer, with proof, in seconds.

TRACE

Follow any process

See exactly how something works end to end — from a new lead to a closed deal — and understand why each step happens.

BUILD

Know where to change

Bring any new request and Codelign shows your team precisely where it fits, before anyone writes a single line of code.

DELIVER

Roll out safely

Ship changes through the tools you already use, with live progress — and catch problems before they ever reach your users.

TEST

Test like a real user

Codelign checks your changes the way a customer would click through them, so nothing breaks in front of the people who matter.

CURRENT

Always up to date

It keeps in step with your system automatically, so its answers are never stale — no manual upkeep from your team.

In the real world

What this looks like, day to day.

Everyday moments where one straight, trustworthy answer saves hours — and a lot of risk.

Sales operations

“Why has this ₹40-lakh order been stuck for three days?”

Today

Emails fly around. Nobody's quite sure which rule caught it. Half a day gone, and the deal's at risk.

With Codelign

Ask in plain English and get the exact approval step holding it up — and who needs to sign off — in seconds.

A new team member

A new admin inherits six years of customisations — and no map.

Today

Weeks of digging through settings and asking whoever's still around, hoping nothing important gets missed.

With Codelign

It lays out how everything actually works and answers “how does our lead routing run?” with the real steps.

Delivery team

Finance wants to raise the discount-approval limit.

Today

Someone hunts for where that lives, risks missing a hidden automation, and tests the change by hand.

With Codelign

It points to exactly what to change, flags everything it touches, and tests it like a user before it goes live.

Built to grow with you

One platform. More of your business over time.

Codelign works deeply with Salesforce today — answering questions, mapping processes, and helping ship changes. It's built to grow into the other systems your business runs on, with the same private, trustworthy approach — just covering more of your world as we go.

SalesforceAvailable now
ServiceNowOn the roadmap
SAPOn the roadmap
Your codebaseOn the roadmap
+ your stack
The company

Codelign Labs

We think the reason AI hasn't really landed in big companies isn't how smart it is. It's trust.

Codelign Labs builds AI for the systems businesses actually run on. Ours works like a careful expert: it sticks to the facts, shows its reasoning, and stops to ask when it isn't sure — and it does all of that without your data ever leaving your building.

Three simple promises run through everything we build.

Promise 01It knows your businessEvery answer comes from your real system — not from guesswork or generic training.
Promise 02You stay in controlAI suggests; your people decide. Nothing changes in your system without a person's approval.
Promise 03Honest when unsureIf it can't be certain, it says so — because a confident wrong answer is the costly one.
Questions

The things business teams ask first.

Where does Codelign run?

Right inside your own network, on a dedicated box we provide. It runs on its own private AI, so you're never dependent on an outside service to get an answer about your business.

Does our data ever leave our network?

Not unless you choose. By default, everything stays inside your walls. You can allow outside AI for specific, non-sensitive tasks — and your actual customer records are never stored away or sent out.

What can it work with today?

Salesforce, in depth — it understands your whole setup and helps your team answer questions, plan changes, and roll them out. Support for more of your business systems is on the way.

How is this different from a normal AI assistant?

A normal assistant has never seen your system, so it guesses — and sounds sure even when it's wrong. Codelign answers only from your real setup, shows its proof, and tells you plainly when it doesn't know.

Does it replace the tools we already use?

No. It works alongside the tools you already use to release changes, adding live progress and automatic safety checks. Your existing approvals stay exactly where they are.

How do we get started?

Book a short demo. We'll show it working on a setup like yours — answering real questions and planning a real change — live. Reach us at [email protected].

Book a demo

See it work on a business like yours.

A 30-minute walkthrough, no prep needed. We'll show Codelign answering real questions about a setup like yours and planning an actual change — live.

[email protected] · Codelign Labs Pvt Ltd