Sales and support
Bring Salesforce context into the front-office conversation
Enterprise customer relationships span sales, service, and account teams. Bob collects a useful request at the front door and connect it to the Salesforce records and workflows your organization authorizes.
Bob uses Salesforce contacts, accounts, and cases to answer the request, update the record, and hand the next step to the owner.
Give each team the information it needs to act
An inquiry may be a new opportunity, a service issue, or a question from an existing account. Office 168/52 helps frame that request before it reaches the next queue. With enabled Salesforce tools, Bob can use permitted record context and prepare the next action according to your object model, ownership rules, and service process.
Workflows
Recognize account context
Retrieve authorized information needed for the specific workflow, using your record-matching rules rather than assuming a name identifies the right account.
Structure lead and case intake
Capture the request, relevant product or service, urgency, and contact information in the fields your team expects.
Prepare a coordinated handoff
Create or update supported records and activities through approved actions, preserving the conversation reference for the next owner.
Example workflow
Example workflow
An existing business customer asks about expanding a service and also mentions an unresolved issue. Bob separates the expansion interest from the service concern, captures the details, and prepares the appropriate Salesforce handoffs so neither request disappears inside the other.
Illustrative example, not a live execution log.
Connection and setup
Connect the authorized Salesforce organization, map supported objects and fields, and apply the organization’s permissions, validation rules, and ownership logic.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Can Bob use our custom Salesforce fields?
Custom-field workflows depend on the connected organization and the tools and mappings configured in Office 168/52. Required fields and validation rules must be respected.
Will this replace our existing Salesforce automations?
No. Bob supplies conversation context and supported actions at the front office. Your organization continues controlling its Salesforce processes.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
Get started with Salesforce
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