Salesforce Integration

Harness the power of ProcedureFlow and Salesforce

Salesforce Integration
Our Capabilities

Embed visual knowledge in Salesforce

Salesforce Knowledge
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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
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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.

Video

See How It Works

Play 'Salesforce Integration' video

Unify your Agent Experience

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