Salesforce Agent for HR
Simplify HR workflows by automating employee requests, onboarding steps, and policy-related inquiries. Employees receive instant, consistent answers, and every interaction is securely logged in Salesforce, which reduces repetitive tasks for HR staff and ensures a more efficient and transparent employee experience.
How Salesforce Agent works
Connect to Salesforce
Securely connect your Salesforce account to the agent.
Train your agent
Add Salesforce articles, links, Q&As, and more for accurate answers.
Let the agent work for you
The agent manages leads, cases, updates, and daily Salesforce tasks.
Supported Salesforce Clouds
Jotform Salesforce Agent works across the Salesforce Clouds your team relies on — so your workflows stay connected, consistent, and powerful.
Log, track, and manage employee requests as cases for consistent, organized HR workflows.
Provide employees with a self-service portal to check policies, submit requests, and receive automated updates.
Regardless of which cloud you use, Jotform Salesforce Agent ensures that your internal processes remain connected and consistent.
Deliver faster support with an AI-powered Salesforce Agent for HR
Employee requests and time-off
Automate responses to time-off requests, status checks, and HR inquiries. The agent logs all requests in Salesforce, ensuring that nothing slips through. Employees save time while HR gains transparency.
Onboarding and training
Guide new hires step by step with automated onboarding workflows. The agent ensures every employee gets consistent information and resources. HR can scale onboarding without extra workload.
HR policy & FAQ support
Provide instant, consistent answers to policy questions, such as benefits, payroll, or leave. Employees get clarity without waiting for HR staff. This improves productivity and reduces the number of repetitive emails.
