AI360 — a 360° account intelligence and next-best-action layer for Salesforce
Unified account intelligence, embedded on the Account record.
AI360 is a Salesforce product built by Ludx Digital that brings account intelligence to the place decisions happen — the Account record. It pairs Salesforce as the system of record and UI surface with cloud AI for sentiment, external intelligence, and financial inference, keeping a clean security boundary and human judgement in the loop. AI360 is in active development; this page describes its designed capabilities.
Account intelligence is scattered across systems and arrives too late.
- Account teams piece together CRM data, support sentiment, contract status, and external news across multiple tools to understand a single account.
- Early warning signals of account risk — or opportunity — get lost in the noise.
- Without a unified, scored view, next best actions are guesswork rather than guidance.
What AI360 does
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Internal 360° profile
Aggregates Account data, cases, activities, and entitlements into one unified view on the record.
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AI sentiment & intent
Analyses support cases and activities to score sentiment and extract intent signals, tracked over time via snapshots.
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Composite health score
A deterministic roll-up combining sentiment, activity signals, entitlement coverage, and external intelligence into one trended score.
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External news & industry intelligence
Ingests, deduplicates, and scores news relevance per company, shared across accounts under the same parent — with source attribution enforced.
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Financial trajectory inference
A grounded generative model infers a near-term financial outlook from a news corpus and external signals, with citations.
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Next best actions
Rule-based guidance recommends actions from the health score, risk factors, and account state — designed to extend toward AI-generated recommendations over time.
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Embedded LWC panel
An SLDS-only, responsive component sits directly on the Account record for desktop and mobile.
AI360 in four steps
- 01
Aggregate
Apex assembles internal CRM signals and minimises PII before any external processing.
- 02
Analyse
Cloud AI services score sentiment, assess news relevance, and infer financial trajectory — asynchronously, within Salesforce governor limits.
- 03
Score
A deterministic engine combines the signals into a composite, trended account health score with caching and TTLs.
- 04
Recommend
The embedded panel surfaces health, risk factors, intelligence, and next best actions where the account manager already works.
See AI360 on your estate
Book a walkthrough and we will show how it fits your Salesforce environment and operating model.