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Use case · Gateway
Sales assistant with access to Salesforce
Connecting an AI assistant to your CRM makes every rep faster. It also puts your whole customer base one prompt away from an export. WALLIOO keeps the speed and removes the exposure.
Who it is for
Sales and revenue operations teams with an AI assistant connected to Salesforce or another CRM.
What it covers
The account, contact and opportunity reads and updates the assistant makes through WALLIOO Gateway.
What you get
- Pipeline answers without exposing contacts
- No bulk exports of customer data
- Changes to deal values approved first
The problem
What goes wrong without control
- “List all contacts in Spain with their phone numbers” is a perfectly valid prompt.
- Assistants can update opportunities — including amounts and close dates.
- Personal contact data ends up in the AI provider’s context window.
How WALLIOO solves it
The flow
Sales assistantClaude · ChatGPT
Gateway
Identity
Limits
Transform
Approve
Every decision recorded in WALLIOO Control
SalesforceMCP · REST API
Head of SalesWALLIOO Control
In the product
What your teams see
Real WALLIOO screens, with example data.
The policy
| Situation | Decision | What happens |
|---|---|---|
| Read an account or opportunity | ALLOW + TRANSFORM | Personal phone and email are removed; company data stays. |
| Query more than 200 records | BLOCK + ALERT | Bulk export stopped; security is notified. |
| Change an amount above €100,000 | APPROVE | The Head of Sales approves or rejects in WALLIOO Control. |
| Delete any record | BLOCK | Never permitted for the assistant. |
Works with
SalesforceClaudeChatGPTMCPREST API
The outcome
Faster sales cycles
Reps get answers in seconds instead of building reports.
No bulk leaks
The customer base can’t leave in a single answer.
Controlled changes
Material changes always have a human owner.