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Set up Solve with Salesforce

Our video series will show you how easy it is to connect Salesforce to Forethought, see the results in action, and create custom intents with Autoflows and Classic mode. With Forethought, you can expect to improve your customer satisfaction, reduce ticket volume, and save time and money.


I. Integrating Salesforce

In this video, we will walk you through the necessary steps to integrate Salesforce into your Forethought dashboard. 



II. Previewing Salesforce

Once the integration with Salesforce is complete, you can preview its functionality within the Workflow Builder. This will allow you to see how Salesforce operates with Forethought.



III. Creating Intents

Now that you have successfully integrated Salesforce with Forethought, it's time to create intents. This tutorial will introduce two methods for creating intents: Autoflows and Classic mode. We will also explore how to enhance the process of creating intents by using Business Logic Components, Actions, and Context Variables. These powerful tools will help you tailor your service to your specific business needs.

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