9 Salesforce chatbot examples showing real business impact

Salesforce CRM’s advanced capabilities make it a top pick for businesses worldwide looking for an impactful solution. Some businesses, though, want to take this value even further by incorporating Salesforce chatbots into their workflows.

Salesforce chatbots are native helpers powered by Salesforce’s Einstein AI and Agentforce tools. These AI agents can assist with a range of needs, from customer service and sales to operations. Many top brands already capitalize on these tools to drive business results.

But exactly what is Salesforce, and how do Salesforce chatbot examples work in the real world? Let’s explore how brands are using the Salesforce chatbot integration to supercharge their operations  and when a third-party chatbot Salesforce integration might just be better suited to your needs.

What do Salesforce chatbots actually do?

Since Salesforce will retire legacy Chat products (LiveAgent, Salesforce Chat, Embedded Chat, and Service Chat) on February 14, 2026, your team may be looking for an alternative that offers more value. Where live chat requires your team to respond to customer inquiries manually, Salesforce chatbots offer self-service solutions and much more.

Salesforce’s Agentforce chatbots go beyond pre-programmed FAQ responses; they can also act as an extension of your team’s capabilities to streamline everyday business processes. Salesforce chatbots can handle tasks such as

• Case creation
• Lead routing, management, and qualification
• Personalized customer interactions
• Order tracking
• Scheduling
• Knowledge management
• Billing and payment support

What sets these tools apart is their native chatbot Salesforce integration with your CRM platform. By working directly with Salesforce’s Einstein AI, these solutions operate more efficiently and perform more functions than many standard chatbot options.

While some third-party chatbot solutions offer seamless Salesforce chatbot integration, bots powered by Agentforce remain a top choice among many brands.

9 Salesforce chatbot examples to learn from

Salesforce chatbots offer automation, efficiency, and productivity for brands willing to invest the time and money into their creation. These real-world Salesforce chatbot examples can provide a clearer picture of how brands use these solutions to create business impact through capabilities like natural language processing (NLP) and data capture.

1. AAA

To provide 24-7 customer support, AAA Washington incorporated an Agentforce-powered Salesforce chatbot into its support workflow. By connecting Agentforce to their Salesforce Field Service platform, AAA was able to provide rapid responses to customer inquiries. These chatbots use AAA’s internal service data to help dispatch tow trucks, share updates, and support roadside technicians.

AAA’s Salesforce chatbots also provide personalized recommendations, such as relevant deals, by identifying cross-selling and upselling opportunities based on anticipated member needs. Combining internal data with increased customer interactions, these chatbots helped drive member retention through policy renewals.

• Use case: Customer support
• Industry: Insurance
• AI features used: MuleSoft and NLP
• Salesforce tool used: Agentforce; Field Service; Data Cloud
• Impact highlights: Enabled faster response times and proactive recommendations, resulting in a projected 5 percent increase in member retention

2. The Adecco Group

Faced with the task of processing 300 million applications every year, talent solutions company The Adecco Group needed assistance building relationships at scale while maintaining speed.

By adding an Agentforce Salesforce chatbot to its workflow, The Adecco Group streamlined its review process, with agents automatically sifting through resumes to generate quality shortlists and extract key data. These Salesforce chatbots even interacted with candidates who didn’t make shortlists to suggest possible alternative job openings.

Thanks to administrative support from these Salesforce chatbots, recruiters from The Adecco Group can better work toward their goal of providing 1:1 support for 100 percent of applicants. This automation reduces the strain on productivity caused by job postings and frees up recruiters to focus on applicants instead.

• Use case: Recruitment management
• Industry: Talent solutions
• AI features used: Einstein AI, MuleSoft, data capture and analysis
• Salesforce tool used: Agentforce; Data Cloud; Sales Cloud; Marketing Cloud
• Impact highlights: Streamlined recruitment process and facilitated applicant communication to help achieve a 100 percent interaction rate

3. OpenTable

OpenTable was inundated with customer requests. While simpler chatbots were able to handle less complex issues, multi-part questions and in-depth requests often resulted in clogged customer support lines and busy representatives. This issue, combined with a disconnect across its tech stack, led OpenTable to Salesforce chatbots.

By adding Salesforce chatbots powered by Agentforce to its toolbelt, OpenTable was able to unify its case management approach. Chatbots could quickly resolve routine issues that would otherwise cost representatives valuable time. 

Meanwhile, AI agents equipped with NLP could handle more complex requests. These agents create cases, extract data from conversations, and route customers or restaurant clients to the appropriate representatives.

• Use case: Case management and resolution
• Industry: Hospitality
• AI features used: NLP and Salesforce Flow
• Salesforce tool used: Agentforce; Data 360; Service Cloud; Marketing Cloud; Tableau; Slack
• Impact highlights: 73 percent case resolution within three weeks of launch (a 40 percent improvement over previous chatbots)

4. Wiley

Educational publisher Wiley faced spikes in customer service calls during peak times of the year. To prevent customer service reps from burning out as their business scaled, Wiley implemented Salesforce chatbots designed to support self-service.

Wiley’s Salesforce chatbots draw from Wiley’s internal knowledge base to quickly improve their resolution rate. Within the first few weeks of launch, these digital assistants handled routine requests, diverted work away from busy reps, and drove value among employees.

Wiley also used these chatbots’ generative capabilities to streamline prompt creation and conversation summarization, increasing efficiency and providing actionable insights to further improve the customer experience.

• Use case: Knowledge and FAQ assistance
• Industry: Publishing
• AI features used: NLP and generative AI
• Salesforce tool used: Agentforce; Einstein for Service
• Impact highlights: Boosted case resolution by over 40 percent compared to previous chatbots

5. Good360

Connecting donors to nonprofits requires significant backend organization. And when disasters strike, Good360 can’t afford to be bogged down by manual processes. To speed up the resource-routing process, Good360 added AI-powered Salesforce chatbots to its toolbelt.

Good360 used the Agentforce platform to build a resource-matching agent that automated the donation-routing process. This chatbot used internal data from Good360’s Nonprofit Cloud platform to identify communities most in need of donations and recommend nearby locations, helping reduce fuel consumption costs.

With these insights, the Good360 team used its Salesforce chatbot to better support impacted communities.

• Use case: Workflow automation
• Industry: Nonprofit
• AI features used: Data capture and routing
• Salesforce tool used: Agentforce; Data 360; Nonprofit Cloud
• Impact highlights: Three times faster projected donation distribution and 1,000 projected hours saved per year

6. Prudential Financial

In the investment field, building trust is everything. At Prudential Financial, administrative post-meeting tasks were slowing down the team’s ability to support that trust in relationships.

Using Agentforce, Prudential Financial automated much of this post-meeting work through Salesforce chatbots. These bots handled back-end work, like call summarization, freeing up the Prudential team’s valuable time.

Sales representatives could even use their chatbot’s voice capture feature in the Salesforce mobile app to take real-time notes and create follow-up tasks.

• Use case: Task and data management
• Industry: Financial services
• AI features used: Content summarization and task automation
• Salesforce tool used: Agentforce; Financial Services Cloud; Data 360; Tableau; Sales Cloud; Service Cloud; CRM Analytics
• Impact highlights: Saved sales teams approximately half a day per week by streamlining post-meeting activity capture

7. Amplifon

Amplifon’s hearing care professionals were bogged down with scheduling tasks, limiting their ability to provide valuable in-person interactions with customers.

Agentforce acted as an in-house administrative assistant, relieving the headache of scheduling so providers could focus on patients. In addition to routine scheduling, this Salesforce chatbot helped prioritize open meetings with candidates most likely to decide to use a hearing aid, according to internal Service Cloud data.

Amplifon’s Salesforce chatbot also provided consistent communication with clients by answering questions, checking in, collecting feedback, and scheduling follow-ups. These actions were updated in real time so providers could have an accurate picture of their schedule.

• Use case: Appointment scheduling and customer service
• Industry: Healthcare and retail
• AI features used: Salesforce Flow and NLP
• Salesforce tool used: Agentforce; Service Cloud; Marketing Cloud; Field Service
• Impact highlights: Optimized schedules to reduce barriers between audiologists and customers, while nurturing relationships with 24-7 assistance

8. Simplyhealth

Driven to make private healthcare more accessible to UK residents, Simplyhealth prioritizes breaking down barriers. Salesforce chatbots appealed to the Simplyhealth team as they struggled with a high volume of customer requests.

Salesforce chatbots answered routine inquiries using internal knowledge base data, allowing customer service reps to focus on more complex tasks. Chatbots also assisted Simplyhealth’s sales team by streamlining the way sales reps learn about new products, identify opportunities, book calls, and more.

• Use case: Customer service and lead management
• Industry: Healthcare
• AI features used: NLP and automation
• Salesforce tool used: Agentforce; Data 360; Service Cloud; Sales Cloud
• Impact highlights: Doubled productivity (going from serving 25 to 50 members in a day) and reduced response times to routine requests

9. SCA

As the only national street sweeping organization in the United States, Sweeping Corporation of America (SCA) has a reputation to uphold, providing fast and efficient service to its customers while maintaining the safety of its employees.

By integrating Salesforce chatbots through Agentforce into its Field Service mobile app, SCA empowered its employees to manage schedules and resolve issues from their devices. Agentforce helped drivers navigate through common roadblocks 24-7 to reduce bottlenecks that may impact their productivity.

These chatbots also worked to keep drivers safe by automating rerouting due to obstacles, connecting drivers with dispatch, and even monitoring driver speed to provide rapid response in case of an emergency.

• Use case: Employee and HR support
• Industry: Professional services
• AI features used: AI assistant, data analysis, and task automation
• Salesforce tool used: Agentforce; Field Service; Service Cloud
• Impact highlights: $10 million in projected savings from boosted team productivity and optimized driver routes

These Salesforce chatbot case studies show that these solutions can work for brands that want to customize their digital assistants. If you think these chatbots may be best suited for your needs, consider signing up for a Salesforce chatbot demo.

However, these products can be expensive at scale and challenging to build for the inexperienced. If you fall into either category, consider a third-party Salesforce alternative that offers similar benefits at a fraction of the effort (and cost).

Explore Jotform Salesforce Agent

While Salesforce offers several helpful chatbot solutions customizable for your needs, setting up these personalized assistants requires a high level of Salesforce expertise and potential coding experience. If you’re looking for an easier way to add Salesforce chatbots into your CRM workflow, consider Jotform Salesforce Agent.

This solution is a no-code, AI-powered automation tool that offers real-time Salesforce integration and can be easily found in the Salesforce App Exchange. Jotform Salesforce Agent makes it easy for anyone to build, customize, and launch their own Salesforce chatbots in a matter of minutes.

In fact, using Jotform Salesforce Agent, you can skip the chatbot-building process altogether, thanks to Jotform’s 7,000+ AI Agent templates, including templates best suited for Jotform for Salesforce, like

• Lead Qualification AI Agent
• Sales Order AI Agent
• Appointment Scheduling AI Agent

Jotform Salesforce Agent is not only simple and accessible, but it also provides a variety of powerful features, including

• Direct Jotform Salesforce integration: No need to stress about connecting digital solutions. Jotform integrates directly with Salesforce sandbox or production in a few clicks. With full support for Sales and Service Clouds, your agent can create, update, or look up Salesforce records in real time without additional tools. Simply connect your Jotform Salesforce forms and get started.
• Predefined agent skills and actions: Through the use of AI Agent templates, you can instantly generate ready-to-go Salesforce chatbots. These come with pre-built actions automatically configured to provide powerful automation tools without further programming.
• Compatibility with any Salesforce object: Jotform Salesforce Agent supports both custom and standard objects, offering the flexibility to fit this automated assistant into your preferred workflow.
• Auto-retrieval of Salesforce Knowledge articles: Jotform accelerates the Salesforce chatbot implementation process by automatically pulling knowledge from your Salesforce Knowledge articles to enrich your agent’s responses and streamline training.
• Omnichannel deployment: Jotform Salesforce Agent works across a wide range of communication channels (including chat, web, and phone channels) to provide consistent, human-like AI responses.
• AI-powered interactions: Using NLP, these AI-assistants can detect the intent of your users’ messages and trigger the appropriate Salesforce action.
• Tracking and visibility: Jotform Salesforce Agent uses detailed interaction logs to track success, failure, and related actions for each of your chatbot’s conversations, so you can make informed decisions and improvements over time.
• Testing and fine-tuning capabilities: Before you launch your Salesforce chatbot, you can perform test runs to identify potential issues with tone or responses. You can then fine-tune your Jotform Salesforce Agent, test again, and launch when you’re satisfied with your results.

Jotform offers a powerful alternative to Salesforce chatbots, packaged in a solution that doesn’t require developer-level expertise to implement. Jotform’s Salesforce chatbot implementation speed delivers rapid, flexible solutions for real-world applications across a number of industries.

Streamlining operations with Jotform Salesforce Agent can provide many Salesforce benefits. But don’t take our word for it; check out these example use cases of how this AI-powered assistant can help optimize Salesforce, even for Jotform enterprise clients:

• Using Jotform Salesforce Agent, a global healthcare network can better manage patient support inquiries by automatically verifying patient identities, creating cases in Service Cloud, and routing requests to the appropriate department, all while maintaining HIPAA compliance features.
• By configuring Jotform Salesforce Agent to capture inbound partner requests from regional websites, a leading industrial manufacturer can create and assign leads to territory managers, cutting response times from days to minutes.
• A university’s HR department can reduce internal response times with the help of Jotform Salesforce Agent. The agent can automate ticket creation and verification for issues like employee onboarding questions, PTO requests, and IT password resets.
• To increase the security of customer chatbot interactions, a financial services firm might configure Jotform’s Salesforce Agent to verify customers before sharing sensitive account details. By combining Salesforce’s verification process and Jotform’s secure data handling, every interaction can meet strict financial compliance standards.

Clients across industries and business sizes can tap into the benefits of Salesforce chatbots.  All it takes is a few clicks and a clear strategy.

Streamline your Salesforce operations with Salesforce chatbots

Salesforce chatbots can help your team streamline sales and support processes while enhancing customer relations, no matter the industry. Just look to these real-world examples for insight into how these solutions can improve your efficiency, speed, and productivity through automation, making them a valuable addition to your toolbelt. And if you’re looking for an easy way to get started with Salesforce chatbots before taking the plunge, consider a no-code solution like Jotform Salesforce Agent; it’s a user-friendly option that can be launch-ready in minutes.