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            AI Agent for Salesforce Support Resolution

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            AI Agent for Salesforce Support Resolution

            Salesforce Help Assistance is a conversational specialized AI agent that helps employees manage Salesforce access and resolve platform issues. Use this agent to provision new user accounts, modify role hierarchies and permission sets, troubleshoot platform errors, and resolve MFA lockouts. This agent streamlines Salesforce administration and CRM specific support.

            Required Editions

            Available in: Lightning Experience
            Available in: Unlimited and Enterprise editions with AI Agent for Employees add-on.

            Service Catalog Items

            This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

            • Request Salesforce Password Reset
            • Report Salesforce Platform Issue
            • Request Salesforce User Access

            Agent Actions

            These actions run automatically during your conversation with the specialized agent.

            • Answer Questions with Knowledge
            • Get Eligible Service Catalog Items
            • Execute Service Catalog Item Flow
            • Get Product Launch Card
            • Create Incident For Employee
            Example
            Example

            Requesting access to Salesforce for a new sales team member

            Scenario: Sales Manager Kevin needs to set up Salesforce access for a new account executive.

            • Kevin: I need to set up Salesforce access for our new account executive, Tyler Brooks. He starts on Monday.
            • AI Agent: I can create that Salesforce account. To confirm before I proceed, what role should Tyler have, and does he need access to any specific permission sets like Advanced Forecasting or Marketing Cloud?
            • Kevin: He should be an Account Executive role with access to Advanced Forecasting.
            • AI Agent: The Salesforce account for Tyler Brooks has been created with the Account Executive role and Advanced Forecasting permission set. Login credentials and setup instructions will be sent to his company email by end of day Friday. He'll be prompted to set up MFA during his first login on Monday.
             
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