Train with Salesforce

Your Jotform Salesforce Agent can automatically crawl your Salesforce Knowledge articles on a daily, weekly, or monthly schedule. This ensures its knowledge base stays fresh learning any updates or changes you make in Salesforce without requiring manual updates.

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Never worry about outdated information. With scheduled crawling, your AI Agent keeps its knowledge base in sync with Salesforce—so every response is accurate, consistent, and up to date.

Automated Knowledge Base Updates

Maintain an accurate and reliable Salesforce Agent by enabling automatic crawling of your Salesforce Knowledge articles. Choose how often your Agent should refresh its knowledge—daily, weekly, or monthly and let it stay aligned with your latest Salesforce updates. This way, your AI Agent always delivers trustworthy answers powered by the most current information.

Scheduled Crawling Options

Decide how often your Agent updates its knowledge base. Select from daily, weekly, or monthly refresh cycles to fit your workflow.

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