Salesforce Agent for Service Managers
Help service managers automate order tracking, appointment scheduling, and operational updates directly in Salesforce. Customers always know their order or service status without needing to call or email, which allows managers to reduce manual oversight, increase transparency, and improve overall service efficiency.
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.
Manage order tracking, service requests, and case escalations automatically.
Allow customers to view order status or schedule services through a connected online portal.
Regardless of which cloud you use, Jotform Salesforce Agent tracks and synchronizes every interaction in Salesforce.
Streamline operations with an AI-powered Salesforce Agent for service management
Order tracking and customer updates
Provide customers with instant access to order status, returns, and service updates. The agent pulls information directly from Salesforce, ensuring accuracy. This reduces inbound inquiries and keeps customers informed.
Appointment scheduling
Automate bookings, reschedules, and cancellations with Salesforce sync. Customers see availability instantly while managers keep schedules accurate. This eliminates double-bookings and manual errors.
Operational efficiency
Automatically handle repetitive service requests while logging all information in Salesforce. Managers gain visibility into operations without the need for constant oversight.
