Salesforce Nora Evidence - Getting Started (1)
Tushar Amrit, a software engineer on the Gen AI team, built Nora Salesforce Evidence, a sub-agent that links Nora directly to Salesforce. The goal was simple: help product managers generate clean, complete customer reports in seconds, not hours.
December 18, 2025
NOTE: Demo visuals use either blurred real data or synthetic placeholders to protect customer privacy.
Manual Salesforce Process Slowed PMs
Before this build, product managers spent long stretches inside Salesforce just to collect data for PRDs or handle customer escalations. The process was repetitive and left too much room for error when customer names or filters were off.
Three key frictions kept showing up:
Customer searches required exact capitalization and punctuation with no fuzzy matching.
PMs had to manually filter multiple Salesforce fields, such as ARR and renewal dates.
Formatting the extracted data into a usable CSV could take up to two hours.

Nora generates a Salesforce-backed customer report with summary, upcoming renewals, and a clean CSV that PMs can download instantly.
Nora Handles Data Through Prompts
Nora Salesforce Evidence serves as a Salesforce-aware sub-agent within the Nora ecosystem. It turns a simple request like “Create a report for Air Canada and Altus Group” into an automated workflow that retrieves, formats, and summarizes data.
Core capabilities include:
Fuzzy search that tolerates typos and abbreviations.
Automatic fetching of key metrics such as ARR, renewal date, and product usage.
Instant CSV export of structured, ready-to-use data.
Embedded Salesforce account links for quick validation.
A short written summary for each customer in the report.
As Tushar explained, “This multi-hour manual task is now a 30-second automated prompt to Nora.”
The agent uses Salesforce APIs and integrates with Nora’s existing prompt system, producing a reliable CSV file that teams can use immediately for escalations or planning.
Clear Efficiency Gains Across Teams
In early use, the tool reduced report creation time from hours to seconds. It improved data consistency and reduced friction for PMs who need Salesforce insights without spending time in the system.
Measured outcomes include:
More than 90 percent of the time is saved per report.
Cleaner and standardized data across PM workflows.
Faster response cycles for escalations and planning.
Less dependence on manual Salesforce navigation.
Both product managers and customer success teams benefit from faster access to accurate data and clearer insight into customer accounts. The team plans to connect additional sources, such as Jira, to provide one-page overviews that combine product and support history.
Teammates Who Know Salesforce
Early users describe Nora Salesforce Report as a quiet but powerful assistant. It gives PMs instant access to trusted data without the back-and-forth of manual searches.
The project captures Abnormal’s approach to Gen AI: build specific, usable automations that remove routine work and give people time back. With Nora’s growing set of sub-agents, that model continues to deliver measurable value across teams.
Problem
PMs spend hours hunting Salesforce data for PRDs and escalations, slowed by exact searches and manual filtering.
Solution
Nora Salesforce Report automates the creation of customer reports from Salesforce using natural-language prompts.
Why It's Cool
Turns hours of manual Salesforce work into a 30-second conversation with Nora.
Technologies used:
- LangChain
- Python
- OpenAI API
- Salesforce API