Salesforce Integration

Harness the power of
ProcedureFlow and Salesforce

Salesforce Integration
Our Capabilities

Embed visual knowledge in Salesforce

Salesforce Knowledge
Knowledge

Salesforce Knowledge

The ability to embed a visual flow within a Salesforce knowledge article is possible, allowing real-time updates and seamless integration with the article content.

Next Best Action
Next Best Action

Next Best Action

As a case is updated, Einstein’s Next Best Action is used to show a recommended visual flow based on the changes provided. This allows for real-time updates and the ability to change the next best action based on the configurable case reason.

See How It Works

Unify your Agent Experience

We’ll provide an in-depth walkthrough of ProdecureFlow and
how we can integrate into your existing systems.

Get a demo