Track Every Salesforce Action in Agent Conversations
Stay in control of your AI Agent’s actions with detailed visibility. In the Agent Conversations view, you can see every action your Salesforce Agent runs—including whether it succeeded or failed, along with the exact data that was sent to Salesforce.
Gain full transparency into your AI Agent’s activity. in real time, review which Salesforce fields were updated, and retry any failed actions with a single click.
Action Tracking and Control
Jotform’s Salesforce Agent gives you clear visibility into every action performed during conversations. From seeing success and failure statuses to reviewing the specific data mapped to Salesforce record fields, you always know exactly what’s happening. And if an action fails, you can retry it instantly—ensuring smooth operations without unnecessary delays.
Detailed Action Logs
Review every action taken by your agent, including success or failure status, the data sent, and the Salesforce record fields that were updated—providing complete transparency.
Retry Failed Actions Instantly
For actions that fail, simply click the built-in “Retry” button to rerun them manually. This ensures no important action is missed and keeps your Salesforce data accurate.
