orgadmin.ai

AI Insights

AI Salesforce reports and dashboards from plain English

Tell Insights what you want to see (“funding by month by region for the last year”) and it builds the queries, chooses the visualisation, validates everything, and saves a dashboard that runs against your live org data — refreshed when you say, not on every open. Then put it in front of the people who need it — including inside Salesforce itself, as a Lightning component.

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The report you need crosses three objects, so it becomes a ticket, and the answer arrives a week late. A dashboard described in a sentence and running on live SOQL. Nothing here is asserted twice: A$12.9M is the last three bars of the chart added up, the +16.8% is those three against the three before them, and A$41.3M is the stage bars beside it. The filter bar is part of the saved asset, which is what lets the same dashboard sit on a Salesforce record page bound to the record being viewed.

What you can do

  • Charts, reports, and multi-block dashboards: bar, line, area, pie, and metric blocks on a grid
  • Live when you need it: SELECT-only SOQL against your org, with Refresh always going live
  • Cached briefly when you don’t: a recent run is reused for 5, 15 or 60 minutes (or until you refresh), encrypted and tied to the login that read it, so a busy dashboard doesn’t spend your API allowance on every open
  • An “As of” time on every dashboard, and an Always live setting for dashboards that list personal data
  • A semantic layer of named KPIs, dimensions, and filters the AI must use — no guessed field names
  • The AI asks a clarifying question when your request is ambiguous, instead of guessing
  • Every asset is dry-run validated before it can be saved — broken dashboards can’t exist
  • Folders that nest and hold any mix of dashboards, reports and charts, in one searchable list with breadcrumbs
  • Share an item or a whole folder with a member or with everyone in the workspace, as “Can view” or “Can edit”
  • A shared dashboard runs through each viewer’s own connection to the org, so nobody sees data their Salesforce permissions hide
  • Embed any dashboard inside Salesforce as a Lightning component, on a record page, app page or Home
  • Pin filter values per placement, so the same dashboard shows one region on one page and another elsewhere
  • The Salesforce package (Apex, the Lightning component, a viewer permission set, a sandbox post-copy class, a settings object and the CSP Trusted Site) is scaffolded for you into a Development Studio project, ready to review and deploy
  • Embedded dashboards check the viewer can read the record before showing it, and everyone in an org shares one cached run instead of each view hitting the API
  • A versioned package: each org shows the version it runs, and an update keeps any files you customised

How it works

1

Define your language once

Optional but powerful: name your KPIs (“Funding per month”), dimensions (“Region” → Account.BillingState), and filters (“Funded deals”).

2

Describe the output

“Top 10 accounts by open pipeline as a bar chart.” The AI compiles SOQL from your definitions.

3

It checks its own work

The complete spec is executed in preview (every query, every column binding) before anything is saved.

4

Open it, refresh when you like

Like a Salesforce dashboard: it shows when its numbers are from, reuses a recent run for the window you choose, and Refresh always queries live.

5

Put it inside Salesforce

One click scaffolds the embed package into a Development Studio project. Review it, deploy it through the normal flow, then drop the component onto any Lightning page.

Step by step: Show dashboards inside Salesforce

Why it's different

KPIs your team defines

Most “AI reporting” guesses which of your 900 fields means revenue. Insights compiles queries from KPI and dimension definitions your team controls, so “Region” means the same thing in every chart, for every person, every time.

Try asking

  • “Revenue by region by month, last 12 months, as a line chart.”
  • “Win rate by lead source, quarterly, with a target line.”
  • “A dashboard: pipeline by stage, top 10 open opportunities, and cases by priority.”
  • “How is each sales team tracking against target this quarter?”
  • Put the finished dashboard on the Account record page, filtered to the account being viewed
  • Give the sales team a live pipeline chart on their Salesforce Home page, with no second tool to open
  • Keep a “Board pack” folder of dashboards and share it with everyone in the workspace, including people who join later

AI Insights — questions

Dashboards store queries, not data. To avoid re-querying your org on every open, a dashboard keeps its most recent results for a short window — 15 minutes by default, 24 hours at most — encrypted with AES-256-GCM, tied to the Salesforce login that read them, deleted when you disconnect, and excluded from backups. Set a dashboard to Always live and nothing is kept at all.

Saving re-validates the whole spec. Every query is executed and every visualisation binding checked. If anything fails, the save is refused and the AI fixes it first.

Yes. You can inspect and edit the generated queries, or start from your own SOQL in the query console.

Yes. Any Insights asset embeds into Salesforce as a Lightning Web Component. One click puts the whole package — an Apex controller and its test, the component bundle, a settings object and a CSP Trusted Site — into a Development Studio project. You review it and deploy it through the usual deploy flow (nothing is written to your org behind a dashboard button), then drop the component on a record page, an app page or Home like any other component.

No, and that is the point. Your Apex signs a short-lived launch token with a secret your org and orgadmin.ai share, and that signature is what authorises the view — there is no login, no session, and no seat to buy for a viewer. You mint the key on the org’s settings page; two can be live at once so you can rotate without downtime, and revoking one instantly kills every embed signed with it.

Yes. Each placement of the component takes an “Extra filters” value, so one dashboard can be pinned to a different region, owner or date window on each page it appears on. The app generates that JSON for you rather than documenting the shapes, because a filter value in the wrong shape fails silently and the page just quietly ignores it.

Yes. Share a single dashboard, report or chart, or a whole folder, with one member or with everyone in the workspace. Each person can view or edit; editors can rename it, rebuild it with the AI builder and move it between folders, while deleting and re-sharing stay with the owner. A shared item always runs through the viewer’s own connection to the same Salesforce org, so each person sees only what their own Salesforce permissions allow. Someone who has not connected that org yet is asked to connect it first.

Works even better with

Report Builder

Describe the report you want in English and get a deployable Salesforce report back — built against your org’s real report types, not guessed.

Learn more

SOQL Assistant

English in, tested SOQL out.

Learn more

Data Tables

A spreadsheet over live records, parent fields included.

Learn more

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Put AI Insights to work on your org

Every AI feature on your own provider key, from A$14.99 per user per month.

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