Darwin AI + Salesforce
Forward new Darwin AI sessions to create records in Salesforce
Easily manage your workflow with this automation that links Darwin AI and Salesforce. When a session is forwarded in the Darwin AI app, a new record is instantly created in Salesforce. This simplifies your task management by streamlining data flow between the two platforms, saving time and minimizing the chances for clerical errors. Make your process more efficient without the need for manual data entry.
Easily manage your workflow with this automation that links Darwin AI and Salesforce. When a session is forwarded in the Darwin AI app, a new record is instantly created in Salesforce. This simplifies your task management by streamlining data flow between the two platforms, saving time and minimizing the chances for clerical errors. Make your process more efficient without the need for manual data entry.
- When this happens...Session Forwarded
Triggers when a session is forwarded to another agent.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Session Analyzed
Triggers when a session is analyzed.
Try ItSession Closed Unforwarded
Triggers when a session is closed and unforwarded.
Try ItSession Forwarded Escalated
Triggers when a session is forwarded and escalated to another agent.
Try ItSession Forwarded Recovered
Triggers when a session is recovered and forwarded to another agent.
Try It
