Harness the power of ProcedureFlow and Salesforce

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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.

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