AI Chatbot
for Salesforce

Not at all. The agent is built to be no-code. You simply connect your Salesforce account, select objects and fields, and customize your data flow based upon your business needs.

Yes. You can connect your Salesforce Agent to either a production or sandbox org. This allows you to safely test and fine-tune your workflows in a sandbox environment before going live in production.

The agent integrates with your Salesforce objects—such as Leads, Contacts, Accounts, Opportunities, and Cases. Using AI, it can fill fields automatically, look up existing records, and update them in real time.

Yes. The agent can collect lead details directly from chat conversations and create new lead records in Salesforce. You can also set it to automatically qualify leads based on user responses.

Absolutely. The agent uses lookup methods to find matching records in Salesforce and update them with new information—such as a change in lead status, a customer’s new email address, or an updated case detail.

Yes. The Salesforce Agent can create, update, and escalate cases. It can also provide real-time responses using your Salesforce Knowledge Base, helping to resolve customer issues quickly and autonomously.

Yes. The agent can pull answers directly from your Salesforce Knowledge Base, enabling it to provide accurate, article-backed support to customers without manual intervention.

You can select from different methods for how fields are filled:

• Ask in chat: the agent asks and collects the value from the user.
• Generate with AI: the agent intelligently infers values (e.g., case subject, priority).
• Lookup result: the agent retrieves data from existing Salesforce records.
• Static value: the field always uses a preset value.

Yes. With integration logs, you can monitor every action taken by your agent to make sure that failed operations are transparent and easily resolved.

When a customer needs access to sensitive information, the Salesforce Agent can trigger a Verify Customer action. For example, it can automatically send an email verification link to confirm the customer’s identity before allowing access to records or updating information. This ensures that all sensitive interactions remain secure while keeping the process seamless for users.

Yes. The agent can use the result of one lookup (e.g., an Account) in subsequent actions (e.g., creating a related Contact or Opportunity). This makes building connected Salesforce workflows seamless.

You can integrate with standard Salesforce objects like Leads, Contacts, Accounts, Opportunities, and Cases. You can also connect to custom objects for more specialized workflows.

Yes. Sales teams can use it to capture and qualify leads, while support teams can automate case creation and provide 24/7 customer help. Marketing teams can also capture campaign leads directly into Salesforce.

Yes. The Salesforce Agent follows industry-standard security and encryption practices to keep your data safe. It fully respects your organization’s permission sets, field-level security, and sharing rules—ensuring that data access always aligns with your Salesforce setup. All connections are securely encrypted, so your customer information stays private and protected.

Learn more on our AI Agent Security page.

Yes. The Salesforce Agent can be embedded directly into your Salesforce Experience Cloud sites. This lets customers, partners, or employees interact with the agent within your community portal—whether to update their records, verify their information, or get instant support powered by your Salesforce data.