Verify Customers with Secure Email Codes in Salesforce

Jotform’s Salesforce AI Agent lets you validate customer identities with a unique verification code sent to their email. Once confirmed, this verification acts as a safeguard before allowing actions that read, write, or update Salesforce data.

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Add an extra layer of security to your Salesforce workflows. With email-based verification codes, your AI Agent ensures only verified customers can trigger data updates—keeping your Salesforce environment protected and reliable.

Customer Verification with Email Codes

Strengthen your Salesforce processes by requiring customers to confirm their identity before your AI Agent proceeds with sensitive actions. With a built-in email verification step, you can trust that data updates, record creations, and workflow triggers are validated and secure.

Built-In Identity Validation

Protect your Salesforce workflows with automatic email verification. Customers receive a unique code, which they must confirm before your AI Agent continues with any action.

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Secure Access to Salesforce Data

Ensure only verified individuals can trigger actions like creating, updating, or reading Salesforce records—keeping your system safe from unauthorized changes.

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