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Description

SimpleT Record AI is a Salesforce Lightning component that improves and translates field content on record pages. It supports AI optimization, translation, and manual editing across multiple fields simultaneously.

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Setup

Complete the following before working with SimpleT Record AI:

• Install SimpleT Managed Packages — Managed package installation for Salesforce orgs.
• Authentication and Settings — Authentication configuration and core settings.
• Edit Record Page — Component placement on Lightning record pages.
• Using SimpleT Flow Actions and Components — SimpleT action configuration within Salesforce Flows.

What this feature does

SimpleT Record AI provides the following capabilities:

• Improving field content – makes text clearer, more professional, and better structured.
• Translating field values – converts field content into other languages.
• Saving time – reduces manual rewriting and translation.
• Maintaining consistency – keeps record content professional and standardized.
• Supporting multiple fields – processes several fields at once.

How to use SimpleT Record AI

SimpleT Record AI appears as a section on your record pages, such as Account, Case, Lead, or Contact.

Basic usage steps

1. View current fields
   • The component loads the fields configured by your administrator.
   • You see the current values for each field.
   • If fields look empty, they may not have content yet, or you may not have permission to see them.
2. Choose your action
   • AI Optimize – improves clarity and tone.
   • Translate – translates content into another language.
   • Manual edit – you can always change values yourself.
3. Review results
   • After using AI, review the suggested changes.
   • Original content is preserved so you can see what changed.
   • Make additional edits if needed.
4. Save changes
   • If an Update button is shown, click it to save.
   • In some setups, changes might save automatically.

Using AI features

AI Optimize – making your content better

What it does:

Takes existing field content and makes it clearer, more professional, and easier to read.

When to use it:

• When notes or descriptions should sound more professional.
• To clarify technical information.
• To standardize tone across many records.
• When you want complex information to be easier to understand.

How to use it:

1. Make sure fields have content.
2. Click AI Optimize.
3. Wait while the AI processes the content.
4. Review the improved version.
5. Make final edits.
6. Save your changes.

Translate – converting to different languages

What it does:

Translates field content from one language to another while keeping the meaning.

When to use it:

• To communicate with customers in their language.
• To keep multilingual versions of records.
• When working with international teams or clients.
• To support global operations.

How to use it:

1. Fields and languages are configured by your administrator.
2. Click Translate.
3. Wait for translation to complete.
4. Review the translated content.
5. The translated values appear based on field mapping set by your administrator.
6. Save your changes.

Manual editing

You can always edit fields directly:

• Click in any field to edit its content.
• Type your changes.
• The component tracks your edits.
• Save when finished.

Understanding field mapping

SimpleT Record AI can update fields in two ways.

Same-field updates

• AI improves content directly in the same field.
• Example: optimizing the Description field updates it in place.

Field-to-field translation

• Content from one field is translated and saved into a different field.
• Example: English Company Description is translated into a Spanish Company Description field.
• This lets you keep both original and translated versions.

The exact field mappings are configured by your administrator. You do not need to manage this yourself.

Step-by-step examples

Example 1: Improving an Account description

Situation: An Account has a basic description that should sound more professional.

• Original: “This company makes software and they’re pretty good at it. They have about 100 employees.”