# AI Automation for Salesforce

> 7 workflow automations purpose-built on top of Salesforce — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/salesforce/
- **Automation count:** 7
- **Roles:** Commercial Mortgage Broker

## Automations

- [RMD & Distribution Tracking for Commercial Mortgage Brokers](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-commercial-mortgage-broker-with-salesforce/) — AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across 
- [New Client Onboarding for Commercial Mortgage Brokers](https://calish.com/workflows/with/new-client-onboarding-for-commercial-mortgage-broker-with-salesforce/) — AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Salesforce, orchestrates ACATs, and chases missing signatures — 
- [Client Meeting Prep Pack for Commercial Mortgage Brokers](https://calish.com/workflows/with/client-meeting-prep-pack-for-commercial-mortgage-broker-with-salesforce/) — AI assembles the review pack from Salesforce, Moody's CMM, and the CRM — including recent life events from emails — and drafts talking point
- [Portfolio Drift & Rebalance Alerts for Commercial Mortgage Brokers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-commercial-mortgage-broker-with-salesforce/) — AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashbo
- [Quarterly Commentary & Client Letter for Commercial Mortgage Brokers](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-commercial-mortgage-broker-with-salesforce/) — AI drafts firm-level commentary and personalizes per-client paragraphs from Salesforce data — every client gets a relevant letter, not boile
- [Communication Compliance Surveillance for Commercial Mortgage Brokers](https://calish.com/workflows/with/communication-compliance-surveillance-for-commercial-mortgage-broker-with-salesforce/) — AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to
- [Loan File Assembly for Commercial Mortgage Brokers](https://calish.com/workflows/with/loan-file-assembly-for-commercial-mortgage-broker-with-salesforce/) — AI ingests each document into Salesforce, classifies it, checks for completeness and consistency, chases missing items, and builds the under

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