Asteya Salesforce IQ

Your Salesforce org,
answering back.

Asteya Salesforce IQ is a conversational AI assistant for Salesforce that turns your CRM data into plain-English answers, proactive alerts, reports, and actionable insights. Business users, Salesforce admins, and leaders can interact with their Salesforce data without building another dashboard.

What it does

Ask your CRM a question. Get a real answer.

Every account is fully isolated to its own Salesforce org, so this works the same whether you're one team or several.

Conversational queries

Ask about pipeline, ownership, or activity in plain English instead of building another report.

Proactive alerts

Surface what needs attention — stalled deals, data gaps, unusual activity — before someone has to go looking.

Admin-level org health

Give administrators a running view of platform health alongside the day-to-day sales and service data.

Role-aware visibility

Regular users see their own records; designated org admins see across the org — controlled per Salesforce org.

Private by org

Each customer connects their own Salesforce External Client App. Data, chat history, and settings never cross accounts.

No new install in Salesforce

Connects over standard Salesforce OAuth — nothing to package or install inside your org to get started.

Get started

Two ways to try Asteya Salesforce IQ

Pick a fully guided sign-up, or take a no-commitment look first — both take a couple of minutes.

🚀 Sign up for full access

Create a portal account, connect your own Salesforce org, and start asking it questions.

Create an account →

👀 Launch a Test Drive

Explore a preconfigured demo org with sample data — read-only, no signup, launched straight from our AppExchange listing.

Launch Test Drive →
1

Create your portal account

Sign up with a username and password — this is separate from your Salesforce login and holds your organization's connection settings.

2

Add your Salesforce External Client App details

In Settings, enter the Consumer Key and Consumer Secret from your org's External Client App. The exact callback URL to use there is shown right on that page.

3

Connect Salesforce

From your dashboard, click "Login with Salesforce" to authorize the connection — you'll be prompted to sign in with your usual Salesforce credentials.

4

Start asking questions

Your dashboard is ready. Ask about your data in plain English and get answers, summaries, and reports back.