Salesforce service cloud for your voice agent

Salesforce Service Cloud is a customer service platform for case management, omnichannel support, and automation. It enables teams to deliver faster, personalized service experiences with robust workflow tools and a unified workspace.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Salesforce service cloud app. You register an app in Salesforce service cloud's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
8 actions, such as describe SObject, get Case Record and get Chat Messages.
What it changes
14 actions, such as chasitor Sneak Peek, composite Batch and composite Request.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 22. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Salesforce service cloud actions

Reads 8

  • Describe SObject
  • Get Case Record
  • Get Chat Messages
  • Get Live Agent API Version
  • List Einstein Bots
  • Query All SOQL
  • Query SOQL
  • Retrieve Salesforce Username

Changes 13

  • Chasitor Sneak Peek
  • Composite Batch
  • Composite Request
  • Composite SObject Tree
  • Create Case Record
  • Generate Request ID
  • Generate Signed JWT Assertion
  • Reconnect Chat Session
  • Resync Chasitor State
  • Send Custom Event
  • Set Breadcrumb
  • Upload File to S3
  • Visitor Sensitive Data Rule Triggered

Deletes 1

  • Delete Case Record

Salesforce service cloud setup

  1. Registering your Salesforce service cloud app

    Create an app in Salesforce service cloud's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Salesforce service cloud

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 22 actions the agent may use. Start with lookups and add the ones that change Salesforce service cloud when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

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