Salesforce Service Cloud, ready to run.
The Salesforce Service Cloud integration lets an operation work a case from inside the console your agents use. Floowed reads the case, the account and the files attached to it, checks them against your rules, and writes the outcome and the next step back onto the case.
What it does.
What Floowed reads from Salesforce Service Cloud
- Cases, with their status, priority and owner
- Accounts and contacts linked to the case
- Files and emails attached to the case
- Entitlements and case history
What it writes back
- Case status and field updates when a check completes
- A case comment explaining the outcome and its reasoning
- A task for the owner when a person needs to decide
- Documents Floowed collected, attached to the case
Service Cloud already has assignment rules, queues and escalation rules, and Floowed works alongside them. Let Salesforce decide who owns a case and let Floowed do the reading, chasing and checking inside it. Field-level security on the connected user applies, so Floowed sees exactly what that user is allowed to see.
How it connects.
- 1
Connect Salesforce Service Cloud
Using OAuth, approved by an admin. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Salesforce Service Cloud?
Yes. An admin approves Floowed as a connected app, and it works on cases, accounts, contacts and their files.
What can Floowed do in Salesforce Service Cloud?
It reads a case and everything attached to it, chases the customer for missing documents, applies your rules, and updates the case with a comment, a status and a task where a person needs to act.
Is my Salesforce Service Cloud data secure?
Floowed only gets the access it needs and never stores a password. Every read and write in Salesforce Service Cloud is logged with the reason for it.
What does the Salesforce Service Cloud integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Salesforce Service Cloud. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.