Everything you need to install, configure, and master StratoForce AI — your native Salesforce revenue intelligence platform.
Go from zero to AI-powered pipeline in under 30 minutes.
Install StratoForce AI from Salesforce AppExchange. The package includes all custom objects, Lightning components, and Apex classes. Takes under 5 minutes.
Assign one of three permission sets — StratoForce Admin, StratoForce Manager, or StratoForce User — to each user via Setup → Permission Sets.
Open the StratoForce AI app from the App Launcher. The Setup Wizard walks you through AI provider selection, scoring configuration, and dashboard setup.
Once configured, StratoForce AI automatically analyzes your pipeline. View AI deal scores on Opportunity records and the Revenue Dashboard.
Fine-tune StratoForce AI through the AI Settings Hub and permission controls.
20 AI-powered modules and integrations that transform how your team sells.
Every Opportunity gets a real-time AI score based on stage velocity, engagement signals, stakeholder mapping, and historical win patterns. Know which deals will close — and which need attention.
Visual pipeline health metrics, stage conversion rates, deal velocity trends, and AI-powered revenue forecasting. See your pipeline clearly from the Revenue Dashboard.
AI analyzes call notes, emails, and meeting summaries to extract sentiment, key topics, and action items. Never miss a buying signal again.
Composite health scores for every Account based on engagement recency, open opportunities, support cases, and relationship strength. Spot at-risk accounts early.
AI-generated recommendations for each deal — who to contact, what to say, and when to act. Personalized playbooks that adapt as deals progress.
Leaderboards, achievement badges, and team challenges that drive CRM adoption and healthy competition. Make selling fun while keeping data clean.
AI vs rep forecast variance analysis, trend tracking, and scenario modeling. Compare what your reps predict against what the AI sees — and track accuracy over time.
Automated risk detection with nightly batch evaluation. Stalled deals, slipping close dates, and engagement gaps are flagged before they become lost deals.
AI-generated coaching tips based on rep behavior and deal patterns. Combined with gamification — badges, leaderboards, and team challenges — to drive adoption.
6-section AI governance: privacy controls, access rules, approval workflows, keyword blocking, rate limits, and scope restrictions. Every AI decision is logged and governed.
12 out-of-the-box reports across 3 report types (Deal Scores, Pipeline Snapshots, Forecast Analytics) plus a dark-themed executive dashboard.
Connect your entire revenue tech stack with native integrations.
Block Kit rich messages, Deal Room auto-updates, daily pipeline summaries, and severity-based filtering. Get AI insights where your team already works.
Adaptive Cards for rich notifications, Deal Room channels, daily summaries, and severity filtering. Full parity with the Slack integration.
Auto-import transcripts from Zoom, Google Meet, and Microsoft Teams meetings. AI analyzes sentiment, topics, and action items automatically.
Sync email sequence engagement data — opens, clicks, replies, and bounce rates — to enrich deal scoring and next best action recommendations.
HMAC-signed webhooks to any endpoint — Zapier, Make, or your custom systems. Trigger external workflows from any StratoForce AI event.
Enterprise-grade administration, setup, and data management tools.
6-step guided setup gets you from install to AI insights in under 10 minutes. AI provider, scoring, notifications, integrations, and more — all configured.
18-panel central administration console with contextual tooltips. Every setting in one place — scoring, integrations, guardrails, licensing, and more.
CSV and JSON import with field mapping, validation, and error reporting. Quickly seed historical data or migrate from other platforms.
Track AI prediction accuracy over time with nightly evaluation jobs. See how deal scores and forecasts compare to actual outcomes.
Automated batch processing: pipeline snapshots, forecast snapshots, risk evaluation, accuracy tracking, badge evaluation, and more — all running on schedule.
3-tier gating (Trial / Starter / Enterprise) with per-user licensing, upgrade banners, and usage tracking. Trial unlocks all features for 30 days.
Real enforcement, not checkbox theater. Every section is wired to backend services.
Define actions AI should never recommend — excessive discounts, competitor negativity, unapproved feature promises. Built-in defaults plus custom rules with keyword matching. All enforced at the NBA engine level.
Max discount thresholds, recommendation caps per user per day, and minimum confidence scores. Prevents AI overload and ensures only high-quality suggestions reach your reps.
Every AI decision — scores, recommendations, blocked actions, user executions — is logged to AI Audit Log records. Configurable retention period with automatic purge scheduling.
PII masking strips names, emails, phone numbers, and SSNs before any data reaches external AI providers. Sensitive field exclusion lets you block specific fields from AI analysis entirely.
High-impact actions require manager approval before execution. AI-generated content is visually flagged. Users can submit feedback on recommendations for continuous model improvement.
Granular permission matrix — control who can view scores, see insights, execute actions, and configure AI settings. Four default roles (Admin, Manager, Rep, Read Only) fully customizable.
Quick answers to common documentation questions.
Our team is here to support you every step of the way.