01 — Overview
Every Salesforce org has a process that doesn’t fit its page layouts. Discount approvals happen in email, renewals live in a spreadsheet, and territory changes wait for an admin. Chamfer lets the team that owns the process build the screen for it, on live Salesforce data. A deal desk, a renewals board or a territory planner can be live in days instead of waiting for the next admin release.
Describe the tool and the Bench reads your objects, custom fields and picklists, then writes the SOQL and the updates. Connect with a shared integration user, or with each person’s own login so Salesforce applies their profile and sharing rules. Discounts over a threshold can wait for a Sign-off. Each update is logged in Chamfer, and Salesforce field history tracking still records it on the record. Sandboxes connect as staging, so changes are tested before they touch production records.
02 — What you can do
Custom objects included
The Bench reads custom objects, fields and picklists, so screens match your org.
Per-user or shared login
Run queries as each person's Salesforce login, or as one integration user.
Approval thresholds
Send discounts, credits or stage changes above a limit to a named approver.
03 — FAQ
Before you connect Salesforce
Which Salesforce editions work with Chamfer?
Does Chamfer respect our sharing rules?
Will Chamfer use up our API limits?
Can we test against a sandbox first?
04 — Pairs well with
Teams often connect these next
05 — Used in
Route refunds, discounts, vendor changes and releases to a named approver, with the diff and the decision on record.
Put Claude or GPT to work on your own data, and let Operators work a queue within the tables and actions you allow.
Add the screen your SaaS tools are missing, like a refund desk on Stripe or a renewals board on Salesforce.
