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Goldie Autonomous CRM Layer
The Autonomous CRM Layer - No Einstein AI Licenses Required
- Industries
- Horizontal Product
- Business Need
- SalesProductivityCollaboration
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudRevenue Cloud
Goldie collects and infers clean grounding data natively in Salesforce so that you can build your AI features, analytics and automations. Enjoy AI-read Conversation Capture (Email, Zoom), Auto-Contact Creation, Persona Detection, Lead Matches and more.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudRevenue Cloud
- Salesforce Editions
- EnterpriseUnlimited
Additional Requirements
To complete the installation, (1) open the confirmation email, (2) in the email click on the link to the setup page and (3) in the setup page click "Complete Installation". This will schedule the data scan and complete the installation.
App Details
- Version
- Goldie AI Sales Automation/2.57 2.57.0
- Listed On
- 03/29/2019
- Latest Release
- 07/05/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSales ProgramsManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 7Custom Tabs: 3Custom Apps: 0
- Lightning Components
- Global: 1App Builder: 0Community Builder: 0
- Languages
- EnglishFrenchGermanSpanish
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.23.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/10/2023
Additional Details
Goldie collects and infers clean grounding data natively in Salesforce so that you can build your AI features, analytics and automations. Enjoy AI-read Conversation Capture (Email, Zoom), AI Auto-Fill, Auto-Contact Creation, Persona Detection, Lead Matches and more. You don't need Einstein AI licenses to use this product.
Need help?
Goldie AI
St. Polten, Austria