Overview
Tarn is an AI-powered Salesforce agent designed to automate repetitive CRM work and accelerate user workflows inside Salesforce. It interprets natural-language instructions to summarize records, fill fields, run batch updates, build prospecting lists, and produce AI-powered reports. Built to reduce manual data entry and improve data hygiene, Tarn connects to Salesforce and uses OpenAI models for language understanding and web search augmentation. It targets sales, customer success, and admin/analytics teams that need to scale updates, reporting and cleanup without writing Excel macros or Salesforce automation rules. Security, data controls, and usage metering are highlighted on its site (including a data policy describing how Tarn uses OpenAI and handles user data).
Key Features
Natural-language Salesforce Actions
Convert plain-English instructions into create/update/delete operations on Salesforce records and fields.
Batch Updates & Large-Scale Reporting
Run batch updates across thousands to millions of Salesforce field updates and report on large record sets.
GPT-4o Web Search Augmentation
Enrich results using GPT-4o web searches (daily search quotas vary by plan) to supplement CRM context.
AI Autofill & Field Summarization
Summarize record content and suggest or auto-fill Salesforce fields based on AI interpretation of notes and prompts.
Dedicated Data Storage
Keeps a dedicated database/backing store for user data and usage tracking; data policy describes how data is processed and shared with OpenAI.
Usage-based Credit System
Pay-as-you-go credits ($1 credits model) for AI calls allowing flexible scaling of usage costs.
Who Can Use This Tool?
- Sales Reps:Quickly update opportunities, qualify leads, and run prospecting tasks inside Salesforce.
- Customer Success:Automate account updates and generate hydration notes and follow-ups within CRM workflows.
- Admins & Analysts:Run large-scale data hygiene, batch updates, and analytics-ready reports without scripts.
Pricing Plans
Free pay-as-you-go tier with basic AI features and purchasable credits.
- ✓Work with 5 records at a time
- ✓Summarize and fill Salesforce fields with AI prompts
- ✓Dedicated database for your data
- ✓+ $1 credits (usage-based)
- ✓Send ~150 messages
- ✓Run ~60 reports
- ✓~2,500 Salesforce field updates
Tier for Sales and CS with expanded record limits and web searches.
- ✓Work with 20 records at a time
- ✓50 GPT-4o Web Searches / day
- ✓Filter reports with AI
- ✓Autofill fields with AI
- ✓Dedicated database for your data
- ✓+ $1 credits (usage-based)
- ✓Send ~150 messages
- ✓Run ~60 reports kaya? 10,000 Salesforce field updates
Advanced plan for admins and analysts with large-scale reporting and updates.
- ✓Report on up to 50,000 records
- ✓Batch update 10,000 records
- ✓1000 GPT-4o Web Searches / day
- ✓Filter reports with AI
- ✓Autofill fields with AI
- ✓Dedicated database for your data
- ✓+ $1 credits (usage-based)
- ✓Send ~150 messages","Run ~60 reports","~5 Million Salesforce field updates
Pros & Cons
✓ Pros
- ✓Native-focused solution for Salesforce automation and CRM hygiene
- ✓Natural-language agent to run updates, summarize records, and batch operations
- ✓Usage-based credits let teams scale AI calls while starting for free
- ✓Dedicated database and explicit data policy mentioning OpenAI usage
- ✓Tiered plans serving individuals, teams, and larger admin/analytics needs
✗ Cons
- ✗Public documentation and full terms/pages are often JavaScript-rendered and not fully crawlable (some content gated by JS)
- ✗Limited independent reviews and public case studies found during search
- ✗Usage of OpenAI implies variable costs and potential privacy considerations for some enterprises
- ✗Enterprise-grade SLAs, detailed compliance certifications, and launch year not clearly documented publicly
