# Jotform Salesforce Agent: Automate Salesforce with AI ## **Jotform Salesforce Agent** # AI Chatbot for Salesforce Let AI handle everyday Salesforce tasks — capture leads, create or update records, automate case handling, and deliver personalized support, so your team can focus on higher-value work. Get Started Now - It’s Free ![Image 1: Smiling man in a suit stands beside a customer support chat where a user asks for a demo and receives a confirmation message.](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi8vaG9tZXBhZ2UvaGVyby9tYW4ucG5n/man.png?w=1024&t=1)![Image 2: Hero Animation Salesforce Dashboard](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi8vaG9tZXBhZ2UvaGVyby9zYWxlc2ZvcmNlLWRhc2hib2FyZC5wbmc=/salesforce-dashboard.png?w=1024&t=1) Sarah Blue ![Image 3: Hero Animation Chatbot Avatar](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi8vaG9tZXBhZ2UvaGVyby9jaGF0Ym90LWF2YXRhci5wbmc=/chatbot-avatar.png?w=1024&t=1) **Dorian****Customer Support** Can I get a demo? Thanks, Sarah! I’ve saved your info, and our sales team will reach out shortly. Thank you! **Create Lead** Success **Last Name**Blue **First Name**Sarah **Company**Acme Corp Chat Voice History ## Always-on Salesforce pro in your team From accurate answers and lead capture to record updates and case handling, the agent works like a dedicated Salesforce pro so your team can focus on impact. ### **Lead capturing** Collect prospect details, ask qualifying questions, and create leads automatically so sales never misses an opportunity. ![Image 4: A customer sends a message saying “Hi, I’d like to know more about your business plans.” A Salesforce “Lead Created” notification appears, and the representative replies: “Thanks for your interest! I’ve saved your details for our sales team — they’ll be in touch soon.”](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTEucG5n/feature-1.png?w=1024&t=1)![Image 5: Ticket and case automation feature image mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTEtbW9iaWxlLnBuZw==/feature-1-mobile.png?w=40&t=1) ### **Ticket and case automation** Give customers real-time order and account updates by pulling the latest Salesforce records into the chat. ![Image 6: A customer asks, “Can you check the status of my support ticket #4592?” The support agent replies, “Sure! Ticket #4592 is In Progress and scheduled to be resolved by tomorrow.” The status badge shows ‘In Progress’.](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTIucG5n/feature-2.png?w=1024&t=1)![Image 7: Ticket and case automation feature image mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTEtbW9iaWxlLnBuZw==/feature-1-mobile.png?w=40&t=1) ### **24/7 customer support** Always available to answer questions, giving customers help whenever they need it, without waiting for business hours. ![Image 8: A customer says, “Hi, I want to return this.” The agent replies, “Would you like me to start a return for you?” The customer answers, “Yes, please.” The agent confirms, “I’ve started the process for your return.”](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTMucG5n/feature-3.png?w=40&t=1)![Image 9: 24/7 customer support feature image mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTMtbW9iaWxlLnBuZw==/feature-3-mobile.png?w=40&t=1) ### **Prebuilt skills & actions** Quickly send and receive Salesforce data with ready-made actions for leads, cases, appointments, and more. ![Image 10: The image shows a list of Salesforce action buttons: Create Lead, Add Case Comment, Book Appointment, Get Order by Order Number, and Convert Lead to Opportunity. Each has an icon representing its function.](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTQucG5nP3Y9MQ==/feature-4.png?w=40&t=1)![Image 11: Prebuilt skills & actions feature image mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTQtbW9iaWxlLnBuZz92PTE=/feature-4-mobile.png?w=40&t=1) ### **Learns from your Salesforce data** Your agent can train on Service Cloud Knowledge, FAQs, and documented procedures to deliver context-aware answers that reflect your organization’s best practices. ![Image 12: A guest asks, “Hi, I’m arriving around noon. Can I check in early?” The hotel representative replies, “Check-in normally starts at 2:00 PM. I’ll check room availability to see if it’s possible.” A panel labeled ‘Hotel Check-in Policy’ displays the same 2:00 PM check-in time.](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTUucG5n/feature-5.png?w=40&t=1)![Image 13: Learns from your Salesforce data feature image mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTUtbW9iaWxlLnBuZw==/feature-5-mobile.png?w=40&t=1) ### **Always in sync with Salesforce** Your agent automatically syncs with Salesforce data, so customer details, opportunities, and cases are always up to date without extra effort. ![Image 14: A customer asks to update Acme Corp’s billing address to ‘123 Market Street.’ The agent confirms it’s been updated in Salesforce.](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTYucG5n/feature-6.png?w=40&t=1)![Image 15: Always in sync with Salesforce feature image mobile](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9mZWF0dXJlLTYtbW9iaWxlLnBuZw==/feature-6-mobile.png?w=40&t=1) ## Salesforce Legacy Chat Ends in 2026 Avoid time-consuming setup and costly migration. Jotform offers a frictionless, ready-to-use alternative. [Switch to Jotform today](https://www.jotform.com/ai/agents/vs/salesforce-chat/) ## Works seamlessly with Experience Cloud Your agent can be shared directly on Salesforce Experience Cloud, extending 24/7 support to customers, employees, and partners right where they need it. Get Started Now - It’s Free ![Image 16: Smiling woman holding a clipboard in front of a website chat box that says ‘Got a question? You can reach me here 24/7.’](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi8vaG9tZXBhZ2Uvc2FsZXNmb3JjZS1leHBlcmllbmNlLWNsb3VkLnBuZw==/salesforce-experience-cloud.png?w=40&t=1) ## Boost your AI Agent with powerful tools Automate tasks effortlessly — manage orders, send updates, answer questions, and more in just a few clicks. Get Started Now - It’s Free Show list of items Allow your agent to provide a list of helpful links. Send Slack messages Stay updated in real time with automated Slack alerts from your AI Agent. Show images Use images to show steps, offers, or campaign graphics, promotions, or troubleshooting. Set appointment in Google Calendar Let your AI agent manage customer reservations based on your availability. Send email notifications Allow your agent to compose and send emails as needed. Find in website Set up your agent to search your site and deliver helpful content to customers. Get consent Enable your AI agent to request customer consent during conversations. Forms Allow your agent complete forms to gather customer feedback and data. Show list of items Allow your agent to provide a list of helpful links. Send Slack messages Stay updated in real time with automated Slack alerts from your AI Agent. Show images Use images to show steps, offers, or campaign graphics, promotions, or troubleshooting. Set appointment in Google Calendar Let your AI agent manage customer reservations based on your availability. Send email notifications Allow your agent to compose and send emails as needed. Find in website Set up your agent to search your site and deliver helpful content to customers. Get consent Enable your AI agent to request customer consent during conversations. Forms Allow your agent complete forms to gather customer feedback and data. Trigger workflow Automatically launch workflows the moment a customer completes a purchase. Take photo Let customers snap and send photos directly in the chat. Set appointment Let your agent schedule customer appointments based on your availability. Show video Bring your storefront to life with smart, in-chat video responses. Send to Google Drive Allow your agent to collect documents, images or videos and send it to Google Drive. ![Image 17: Google Maps Icon](https://cdn.jotfor.ms/p/ai/salesforce-agent/assets/img-min/homepage/maps-icon.svg) Show location Allow your agent to display your store location using Google Maps. Ask for information Allow your agent to collect information, values, or data from customers during chat. Show checklist Allow your agent to display a checklist and guide customers through each step. Trigger workflow Automatically launch workflows the moment a customer completes a purchase. Take photo Let customers snap and send photos directly in the chat. Set appointment Let your agent schedule customer appointments based on your availability. Show video Bring your storefront to life with smart, in-chat video responses. Send to Google Drive Allow your agent to collect documents, images or videos and send it to Google Drive. ![Image 18: Google Maps Icon](https://cdn.jotfor.ms/p/ai/salesforce-agent/assets/img-min/homepage/maps-icon.svg) Show location Allow your agent to display your store location using Google Maps. Ask for information Allow your agent to collect information, values, or data from customers during chat. Show checklist Allow your agent to display a checklist and guide customers through each step. Show list of items Send Slack messages Show images Set appointment in Google Calendar Send email notifications Find in website Show list of items Send Slack messages Get consent Forms Trigger workflow Take photo Set appointment Get consent Forms Get consent Forms Trigger workflow Take photo Show video Send to Google Drive ![Image 19: Google Maps Icon](https://cdn.jotfor.ms/p/ai/salesforce-agent/assets/img-min/homepage/maps-icon.svg) Show location Ask for information Show checklist Show video Send to Google Drive Show video Send to Google Drive ## A Salesforce pro for your team. ### Trained on Salesforce knowledge and data ![Image 20: Salesforce knowledge base connected to AI agent, showing articles and FAQs used for context-aware responses](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9hY2NvcmRpb24vMS5wbmc/dj0x/1.png?w=40&t=1) Your agent can learn from Salesforce articles, FAQs, and links to deliver context-aware responses. ### Automated Salesforce actions ![Image 21: AI agent automating Salesforce actions such as creating records, tracking opportunities, and opening support cases](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9hY2NvcmRpb24vMi5wbmc/dj0x/2.png?w=40&t=1) Your agent can create, update, or retrieve records, track opportunities, and open support cases—without manual work. ### Answers you can trust ![Image 22: AI agent delivering reliable answers sourced directly from Salesforce data for customers and employees](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9hY2NvcmRpb24vMy5wbmc/dj0x/3.png?w=40&t=1) Your agent can provide reliable responses for customers, employees, and partners directly from Salesforce. ### Action tracking and logs ![Image 23: Dashboard showing action tracking logs with success and failure status for Salesforce agent operations](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS9hY2NvcmRpb24vNC5wbmc/dj0x/4.png?w=40&t=1) Your agent can monitor success and failure logs so you always know actions run smoothly and data is sent correctly. [View all features](https://www.jotform.com/ai/salesforce-agent/features/) ## Introducing Salesforce Agent ![Image 24: Introducing Jotform for Salesforce](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3AvYWkvc2FsZXNmb3JjZS1hZ2VudC9hc3NldHMvaW1nLW1pbi9ob21lcGFnZS95dF90aHVtYi5qcGc=/yt_thumb.png?w=40&t=1) Get Started Now - It’s Free ## What our users are saying The Salesforce Agent can automate tasks in a more detailed way, while minimizing tasks for our workforce. **Katelynn Johnson, **Customer Service Manager**** Jotform's Salesforce Agent is an intuitive, easy to use product that can be leveraged in strategic ways to maximize the value and efficiency of both Jotform and Salesforce platforms. **James Ray, **Data and Information Manager**** ## FAQ * ### What is the Salesforce Agent? The Salesforce Agent is an AI-powered assistant that connects directly to your Salesforce account. It can capture leads, create or update records, automate case handling, and deliver personalized support—all directly inside the chat experience. * ### Do I need coding knowledge to set it up? Not at all. The agent is built to be no-code. You simply connect your Salesforce account, select objects and fields, and customize your data flow based upon your business needs. * ### Can I connect both production and sandbox environments? Yes. You can connect your Salesforce Agent to either a production or sandbox org. This allows you to safely test and fine-tune your workflows in a sandbox environment before going live in production. * ### How does the Salesforce Agent work with my Salesforce data? The agent integrates with your Salesforce objects—such as Leads, Contacts, Accounts, Opportunities, and Cases. Using AI, it can fill fields automatically, look up existing records, and update them in real time. * ### Can the Salesforce Agent capture new leads? Yes. The agent can collect lead details directly from chat conversations and create new lead records in Salesforce. You can also set it to automatically qualify leads based on user responses. * ### Can it update existing Salesforce records? Absolutely. The agent uses lookup methods to find matching records in Salesforce and update them with new information—such as a change in lead status, a customer’s new email address, or an updated case detail. * ### Does it support case management? Yes. The Salesforce Agent can create, update, and escalate cases. It can also provide real-time responses using your Salesforce Knowledge Base, helping to resolve customer issues quickly and autonomously. * ### Can it use Salesforce Knowledge articles in conversations? Yes. The agent can pull answers directly from your Salesforce Knowledge Base, enabling it to provide accurate, article-backed support to customers without manual intervention. * ### How does AI help with filling Salesforce fields? You can select from different methods for how fields are filled: * Ask in chat: the agent asks and collects the value from the user. * Generate with AI: the agent intelligently infers values (e.g., case subject, priority). * Lookup result: the agent retrieves data from existing Salesforce records. * Static value: the field always uses a preset value. * ### Can I track errors or issues in the integration? Yes. With integration logs, you can monitor every action taken by your agent to make sure that failed operations are transparent and easily resolved. * ### How does the Salesforce Agent handle sensitive customer data? When a customer needs access to sensitive information, the Salesforce Agent can trigger a Verify Customer action. For example, it can automatically send an email verification link to confirm the customer’s identity before allowing access to records or updating information. This ensures that all sensitive interactions remain secure while keeping the process seamless for users. * ### Can I connect Salesforce lookups across multiple actions? Yes. The agent can use the result of one lookup (e.g., an Account) in subsequent actions (e.g., creating a related Contact or Opportunity). This makes building connected Salesforce workflows seamless. * ### What Salesforce objects can I connect to? You can integrate with standard Salesforce objects like Leads, Contacts, Accounts, Opportunities, and Cases. You can also connect to custom objects for more specialized workflows. * ### Can I use the agent for both sales and support? Yes. Sales teams can use it to capture and qualify leads, while support teams can automate case creation and provide 24/7 customer help. Marketing teams can also capture campaign leads directly into Salesforce. * ### Is my Salesforce data secure with the agent? Yes. The Salesforce Agent follows industry-standard security and encryption practices to keep your data safe. It fully respects your organization’s permission sets, field-level security, and sharing rules—ensuring that data access always aligns with your Salesforce setup. All connections are securely encrypted, so your customer information stays private and protected. Learn more on our [AI Agent Security page.](https://www.jotform.com/ai/agents/security/) * ### Can I use the Salesforce Agent in Experience Cloud? Yes. The Salesforce Agent can be embedded directly into your Salesforce Experience Cloud sites. This lets customers, partners, or employees interact with the agent within your community portal—whether to update their records, verify their information, or get instant support powered by your Salesforce data. View More