Support & Documentation

Everything you need to get started, configure, and get the most out of StratoForce AI.

📚 Documentation

Comprehensive guides to help you install, configure, and master StratoForce AI.

Frequently Asked Questions

Quick answers to common questions about StratoForce AI.

StratoForce AI supports Enterprise Edition, Unlimited Edition, and Performance Edition. Lightning Experience must be enabled. Developer Edition is supported for evaluation and testing.
The managed package installs in under 5 minutes. The post-install setup wizard takes another 5–10 minutes. Most teams are fully operational within 30 minutes of starting.
Trial — Free 14-day trial with full access to all features.
Starter — $10/user/month. Core AI deal scoring, revenue dashboard, pipeline analytics.
Enterprise — $25/user/month. Everything in Starter plus Conversation Intelligence, Account Health, Custom AI Models, and priority support.
No. StratoForce AI supports Salesforce Einstein as a zero-config AI provider — your data stays entirely within Salesforce. Optionally, you can connect OpenAI, Azure OpenAI, or Anthropic for enhanced capabilities.
Absolutely. StratoForce AI is 100% Salesforce-native — all data stays within your Salesforce org. We never store your data externally. When using Einstein, AI processing also stays within the Salesforce trust boundary. External AI providers are optional and configured by your admin.
Yes! Every install starts with a free 14-day trial with full access to all features. No credit card required. Install from AppExchange and you're up and running in minutes.
StratoForce AI includes three permission sets: Admin (full access + settings), Manager (dashboards + reports), and User (deal scores + recommendations). Assign via Setup → Permission Sets.
Yes — it's a prerequisite. Opportunity Field History Tracking must be enabled before installation. This allows StratoForce AI to analyze deal progression patterns for accurate scoring and forecasting.

System Requirements

What you need to run StratoForce AI in your Salesforce org.

Salesforce Requirements

  • Enterprise, Unlimited, or Performance Edition
  • Lightning Experience enabled
  • Opportunity Field History Tracking enabled
  • API access enabled
  • My Domain configured

User Requirements

  • Salesforce user license (standard or Platform)
  • One of three StratoForce permission sets assigned
  • Modern browser (Chrome, Edge, Firefox, Safari)
  • Internet connection for AI features

AI Provider (Optional)

  • Salesforce Einstein — zero config (recommended)
  • OpenAI — API key with GPT-4 access
  • Azure OpenAI — endpoint + key
  • Anthropic — API key with Claude access

Recommended Data

  • Active Opportunity records with stage history
  • Account records linked to Opportunities
  • Activity/Task records for engagement scoring
  • Contact records for stakeholder mapping

Need Help?

Our team is here to help you succeed with StratoForce AI.

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Technical Support

support@stratoforce.ai

Bug reports, configuration help, troubleshooting

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Sales & Licensing

sales@stratoforce.ai

Pricing questions, enterprise plans, demos

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In-App Help

Setup Wizard Guide →

Use the built-in Setup Wizard for guided configuration