Integration with Salesforce Communities/Experiences?

Hi,

Is Jotform able to integrate within an authenticated session inside of a Salesforce community/experience?

Thanks,

David

Hi David,

At the moment, JotForm only provides integration with Salesforce CRM software which allows you to track and send leads to team members.

You may refer to the following guide for more related information: How to Integrate JotForm With Salesforce

If you have further questions, let us know.

Hi David,

We’re thrilled to announce that Salesforce Agent is now available! With Jotform’s AI Agent, you can create an AI Chatbot that learns from your Salesforce knowledge and can integrate with any object in your Salesforce environment! The agent can create, update, or look up Salesforce records in real time during conversations, offering an easy-to-deploy, no-code, and cost-effective AI-powered solution.

In a few quick steps, you can add and set up the Salesforce Agent. Here’s how to get started:

1. In AI Agent Builder, in the Channels menu on the left side of the page, click on Salesforce.

2. Then, in the top-right corner of the page, click on Connect to Salesforce.

3. Now, in the Salesforce Agent tab, select Production or Sandbox Environments depending on what you need, and then click on Connect to Salesforce.

4. In the Login window that opens up, enter your Salesforce Login Credentials, and then click on Log In.

After logging in to your account, you’ll see ready-made use cases that you can choose from. Or, you can click on Start From Scratch, and click on Next to add the necessary actions and related topics from your Salesforce Org into the agent and its knowledge base. Here’s a brief explanation of these use cases and what they’re used for:

• Lead & Opportunity Management — Use this to convert conversations into leads or opportunities and direct them to the appropriate team. Two actions are available: Create Lead and Update Lead.
• Order Tracking — This lets you keep track of orders, manage shipments, handle claims, and send delivery updates. Five actions are available: Verify Customer, Get Order by Order Number, Get Order by Contact, Create Service Request for Order, and Cancel Order.
• Knowledge & FAQ Assistance — With this you can provide answers to common questions and give quick access to helpful resources. Two actions are available: Verify Customer and Create Case.
• Case Management — Use this to manage support cases from creation to resolution, including updates and escalations. Six actions are available: Verify Customer, Create Case, Get Cases by Contact, Get Case by Case Number, Add Case Comment, and Escalate Case.
• Appointment Scheduling — With this you can help customers with appointment scheduling and rescheduling while maintaining current calendars. There are five actions available: Verify Customer, Book Appointment, Reschedule Appointment, View Appointment Details, and Add Notes to Event.
• Employee & HR Support — This helps employees by answering inquiries and assisting them with internal procedures. There are three actions availablen: Verify User, Submit Support Request, and Update Employee Information.

5. Select a ready-made use case or click on Start From Scratch.

6. And then, click on Next.

There are two sections for each use case: Actions and Knowledge. Select Actions to allow your agent access to Salesforce to create, update, or show data, and Knowledge to use Salesforce articles and information to train your agent so it can provide context-based answers.

Let’s take a look at some actions you’ll use most frequently, starting with the Create Lead action in the Lead & Opportunity Management flow:

7. Once you select Lead & Opportunity Management and click on Next, you’ll be taken to Agent Summary. There, click on the Forward Arrow icon in the Actions.

8. Then, click on the Three Dots icon next to Create Lead, and then select Edit.

Here, you’ll see the fields that’ll be sent to Salesforce with this action. You can add a new field or modify the existing ones. Here’s how:

9. To add more fields, click on Add Field, and then click on it again and select the field you want to add from the Dropdown menu.

10. To change a field’s settings, click on the Three Dots icon next to the field you want to modify and then select Settings.

11. In the Dropdown menu of the window that opens up, select one of the Fill Methods (Ask in Chat, Generate with AI, Static Value, or Lookup Result).

12. To make sure this field is set, toggle on Required, and then click on Save.

13. Next, i​n the When This Action Should Run section, enter when this action should be triggered and then click on Save.

You can also train your Salesforce agent by adding articles from your Salesforce environment. Here’s how to set it up:

1. While you are in the Salesforce Agent tab, click on Knowledge.
2. Then, click on Add New Knowledge, and then in the Salesforce Article section, select the article you want to add.
3. Toggle on Enable Periodic Recrawling, select how often you want your agent to crawl articles, and then click on Save.

How to Create a Salesforce Agent inside Jotform for Salesforce

You can navigate to Salesforce Agent directly from Jotform for Salesforce. Just follow the steps below to get started:

1. On your Salesforce page, click on the App Launcher icon on the top-left side of the page.

2. Then, search for Jotform and click on it under the apps.

3. Then, on your My Workspace page, click on Create on the upper-left side of the page.

4. Select Salesforce Agent.

5. Enter a prompt that describes how your Salesforce agent should work, and select a use case depending on your needs.

6. Click on Create Agent.

You’ll be directed to the AI Agent Builder, where you can customize your agent.

Start using Salesforce Agent today, and if you need help or have questions, feel free to contact us anytime.