Procedureflow, the leading provider of visual knowledge management solutions, is excited to announce its integration with Salesforce. Now available on the Salesforce AppExchange, this collaboration enables Procedureflow to embed visual knowledge directly within Salesforce—eliminating time-consuming searches and providing step-by-step guidance to streamline agent workflows and enhance customer interactions.
In collaboration with Einstein’s Next Best Action, Procedureflow guides agents through complex scenarios with real-time visual process recommendations as cases are updated within Salesforce. Based on changes made to a case, the system instantly suggests the most relevant visual knowledge, equipping agents with actionable insights and supporting informed decision-making during each interaction.
With Procedureflow’s visual flows embedded directly within Salesforce Knowledge articles, agents gain access to a unified platform inside a single interface. This enables teams to leverage visual knowledge directly in the context of customer interactions—improving response accuracy, reducing search time, and increasing overall case-handling efficiency.
By suggesting relevant flows based on configurable case reasons, this intelligent recommendation engine provides agents with immediate access to the most appropriate visual guidance upon case opening. The result is faster case resolution, reduced average handle times, and improved customer satisfaction.
About Salesforce
Salesforce is a cloud-based customer relationship management (CRM) platform that enables businesses to manage customer data and sales operations on a unified platform. It is designed to help organizations deliver exceptional service and build stronger relationships with customers and employees.
About Procedureflow
Procedureflow empowers organizations to simplify complex processes by embedding visual knowledge directly into the systems teams already use. By providing agents with instant access to guided, contextual workflows during customer interactions, Procedureflow helps organizations reduce errors, improve efficiency, and elevate service delivery.
To see Procedureflow’s Salesforce integration in action, visit
https://procedureflow.com/product/integrations/salesforce