If you’re exploring ways to move faster in Salesforce without sacrificing quality, security, or control, you’ve probably heard a lot of bold claims about AI. Andi is different.
This FAQ-style guide is designed to answer the real questions customers ask when evaluating Andi – from what it actually does, to how it fits into enterprise environments, to whether it’s ready for real-world use today.
What is Andi?
Andi is Atrium’s AI-powered Salesforce configuration and development agent. It’s designed to dramatically accelerate Salesforce work – from admin configuration to complex development – while maintaining enterprise-grade security, governance, and human oversight.
Unlike generic AI assistants, Andi was built by Salesforce consultants who understand the realities of enterprise orgs: technical debt, backlogs, inconsistent patterns, and pressure to deliver faster without breaking things.
Andi doesn’t just suggest what to build. It builds, validates, and prepares Salesforce configurations and code so teams can move from idea to deployment in minutes instead of weeks.
What problems does Andi solve?
Most Salesforce teams struggle with the same core challenges:
- Endless backlogs of “small” requests that never get prioritized
- Technical debt from workflows, process builders, and undocumented code
- Inconsistent quality across admins, developers, and partners
- High cost and slow turnaround for routine configuration and modernization work
Andi is purpose-built to attack these problems head-on by:
- Eliminating repetitive, manual Salesforce work
- Modernizing legacy automations quickly and safely
- Standardizing output quality across teams
- Compressing hours (or days) of work into minutes
What can Andi actually do today?
Andi supports a wide range of Salesforce configuration and development tasks, including:
Salesforce Configuration
- Create and modify objects and fields
- Generate validation rules (including complex, multi-condition logic)
- Build and update page layouts from text descriptions or images
- Assign permissions and ensure proper field visibility
Flow & Automation
- Build record-triggered and screen flows from high-level prompts
- Replace workflows and process builders with Flow to stay aligned with Salesforce’s supported automation framework
- Intelligently combine multiple workflows into fewer, cleaner flows
- Update existing flows safely and consistently
Apex & Code Quality
- Analyze and annotate Apex classes and triggers in bulk
- Add developer-quality comments at scale
- Assist with technical debt cleanup and compliance initiatives
In short: if it’s repetitive, structured, or time-consuming Salesforce work, Andi is probably very good at it.
How does Andi work behind the scenes?
Andi follows a structured, multi-step process for every request:
- Translating: Converts natural language requests into structured Salesforce-compatible XML and metadata
- Analyzing: Evaluates context, dependencies, and potential gaps before building
- Iterating: If something fails during deployment, Andi adjusts and retries instead of stopping
- Communicating: Provides clear updates on what worked, what didn’t, and what was changed
This makes Andi feel less like a chatbot and more like a tireless Salesforce developer working alongside your team.
How fast is Andi, really?
Andi reduces the effort and cycle time associated with common Salesforce work by automating repeatable tasks across configuration, automation, and maintenance. In a recent customer engagement, teams delivered nearly 3x the value of traditional Salesforce delivery in the same timeframe, while reducing manual handoffs and rework.
Is Andi secure?
Security is foundational to how Andi is built.
- Andi connects to Salesforce using OAuth 2.0
- It accesses metadata and record counts only – never transactional data, PII, or PHI
- Each customer receives a dedicated, single-tenant instance of Andi
- Customer data is never used to train general-purpose AI models
- All data is encrypted and handled in Atrium’s secure cloud environment
For teams with strict compliance requirements, Andi can also run with contextual learning disabled.
Who owns the IP Andi creates?
Clients own all Salesforce configurations and deliverables created in their environment.
Atrium retains ownership of Andi itself and any reusable IP, as defined in the Professional Services Agreement (PSA). There’s no ambiguity: what’s built for your org stays in your org.
Does Andi replace Salesforce admins or developers?
No – and that’s intentional.
Andi is designed to enhance human expertise, not replace it. Think of Andi as a force multiplier:
- Consultants and teams provide intent, context, and validation
- Andi handles the heavy lifting of building, updating, and documenting Salesforce assets
Every output is reviewed and approved by humans before deployment. You stay in control of quality, architecture, and decisions.
Who is Andi best suited for?
Andi is ideal for:
- Organizations with persistent Salesforce backlogs
- Teams modernizing workflows, process builders, or legacy automation
- Companies under pressure to deliver faster without increasing headcount
- Organizations looking to take advantage of AI benefits across the enterprise
Roles that benefit from andi:
- Revenue and Operations Leaders: Improve delivery speed and predictability across Salesforce initiatives while reducing backlog pressure and cost tied to manual execution.
- Salesforce Product Owners and Admins: Translate business requirements into working Salesforce functionality faster, with less repetitive build and cleanup work.
- Technical Architects and Developers: Accelerate development, modernization, and documentation while maintaining architectural standards and code quality.
- IT and Technology Leaders: Scale Salesforce delivery capacity without proportionally increasing headcount, while maintaining governance, security, and oversight.
How do teams get access to Andi?
Today, Andi is available in three primary ways:
- Direct access: License Andi and make it a part of your team, working with it directly.
- Atrium-led engagements: Need additional help? We can add Andi to any services-based agreement
- Andi Pilot: If you want to try Andi first, we’re happy to run a structured pilot focused on org health, backlog reduction, or modernization
Each option includes onboarding, enablement, and governance support.
What does a typical Andi pilot look like?
A common pilot focuses on:
- Tech debt remediation based on Hubbl recommendations
- Workflow and process builder conversion to Flow
- Backlog reduction for priority Salesforce stories
In just four weeks, teams typically see:
- Measurable improvements in org health
- 2–3x the value of traditional delivery approaches
- Clear before-and-after comparisons
Is Andi ready for production use?
Yes. Andi is already being used by enterprise teams to:
- Clean up technical debt
- Modernize legacy automation
- Execute large Salesforce backlogs faster
- Take advantage of AI at scale
It’s proven, actively refined, and designed to scale responsibly with governance and oversight.
What does success with Andi look like?
Successful teams use Andi to:
- Deliver Salesforce enhancements faster and more predictably
- Reduce backlog pressure without burning out teams
- Standardize quality across admins and developers
- Free people to focus on higher-value, strategic work while reducing spend on repetitive Salesforce tasks
Andi isn’t about cutting corners – it’s about removing friction.
Want to see Andi in action?
If you’re curious how Andi could work inside your Salesforce org, the best next step is to book a meeting with our team!
