Start from Scratch | Salesforce Agent Features

Get Started with Salesforce Agent

Launch your Jform Salesforce AI Agent in minutes by connecting your Salesforce account. Your Agent can instantly pull Salesforce Articles into its knowledge base, respond to customer queries with accurate information, and even create new Salesforce records in real time based on conversations.

Select Your Salesforce Environment

While connecting your Salesforce account, you can choose between Sandbox and Production environments. This gives you the flexibility to safely test your AI Agent’s features in a Sandbox before deploying it live in Production.

Start from Scratch | Salesforce Agent Features

Create a fully tailored Salesforce Agent without relying on predefined templates. Choose your own Salesforce knowledge articles, define actions, and design workflows to fit your exact business needs. Add as many actions and knowledge sources as necessary to build powerful, Salesforce-backed AI Agents.

Start with Predefined Skills

Jumpstart your Jform Salesforce Agent by selecting from predefined actions and knowledge sets. These ready-to-use templates make it simple to create an Agent that can manage leads, cases, orders, appointments, FAQs, and even HR support—without starting from scratch.

기존 AI 에이전트 사용

Jform Salesforce Agent is another channel for your Jform AI Agents. Combine your existing Agents with Salesforce knowledge and actions to create a Salesforce-backed Agent that responds smarter, automates workflows, and makes your Salesforce data instantly actionable.