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Watch as the customer issues a Purchase Order number through the Agentforce chatbot on the website. The agent then converts the Quote into a SalesOrder for the Salesforce user to handle.

Inside Salesforce, the User asks the internal AI Agent if there are any new Sales Orders that require attention. The Agent lets the User know about the new Sales Order. The User then instructs the Agent to issue a Purchase Order to a Vendor for a Drop Shipment.

Agentic use cases are streamlining the workflow for our Juno Orders and Salesforce users. Watch the video here.

Sometimes customers just want to pay for their Quote. Agentforce works seamlessly with JunoPay to enable customers to request a payment link in order to quickly make a payment.

JunoPay works with the JunoOrders Quote, Sales Order and Invoice Objects to allow your customers to make payments. Agentforce extends this functionality to the Agent Chatbot, which can be added to any website.

Leveraging this solution removes yet another barrier from Quote to Cash.

Want this type of solution for your customers? We’d be glad to help.

Agentforce from Salesforce can automate customer service tasks including helping customers locate order tracking numbers.

In this live demo, the customer is able to provide a few pieces of information in order to obtain their shipment tracking number. This is done by granting access Agentforce to examine both the Sales Order and Shipment records, in order to answer customer inquiries.

Our team is well versed in Salesforce Product Development, Implementations and Agentic Magic from Agentforce.