Harness the power of Procedureflow and Salesforce

Watch Video

Embed visual knowledge in Salesforce

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

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.

Ready to build processes that drive confidence and results?

Give your team trusted knowledge they can easily navigate and count on to provide exceptional service.

Get a Demo