Salesforce

AI agents and copilot powered by your Salesforce data

eesel AI connects to your Salesforce org, giving your AI instant access to contacts, accounts, cases, and opportunities - so it can answer questions and take action without ever leaving your workflow.

What you can do

Once Salesforce is connected, here are some examples of what eesel can do:

• Draft or send replies on cases for team review

• Read knowledge articles and case history for context

• Update case status, priority, and fields

• Reference contac and account context for personalised responses

• Work within your Salesforce Service Cloud setup

How to connect

To connect your Salesforce with your eesel AI agent, simply:

1. Select the agent in the top left drop down that you would like to connect

2. Click the + button on the left sidebar to open the integrations menu

3. Search for Salesforce, and click connect.

4. Authorise eesel to connect with your Salesforce and follow the prompts.

5. Once connected, click Salesforce on the left sidebar under your integrations. Then, add triggers and actions.

6. Edit instructions (found on the left sidebar) to ensure it knows how and when to use each action you have enabled

7. Test and iterate using the sidebar chat or your Salesforce instance.

Training on Salesforce sources

Salesforce Records (Read)

You can train your AI bot on Salesforce data, making it aware of your customer records, open cases, and more.

1. Go to your eesel dashboard and choose or create a bot.

2. Click the Integrations tab in the sidebar.

3. Click the + button, search for Salesforce, and connect via the Pipedream integration flow.

4. Once connected, your bot will be able to query Salesforce records in real time when handling conversations.