This content demonstrates how PDF Butler integrates with Salesforce Agent Force, specifically leveraging Einstein Copilot, to automate document generation and client communication directly from within Salesforce opportunities.
hi in this video we will show you how
PDF Butler can integrate with agent
force from
Salesforce we are using Einstein coplet
and pretending I'm an internal
salesperson looking to use agent force
to streamline my work but of course this
could be used externally as well by the
client wanting to have a revised quote
and a document to sign and interacting
via a chatbot on the
website Einstein in this case I'm
accessing from the opportunity were
changing itself but I could of course be
busy doing something else and not
wanting to navigate away I use natural
language to explain what I want
supposing I have copy pasted my client's
email address and paraphrasing what
they've asked me and asked it to agent
force Einstein takes a moment to work
out what it should do and that's it the
customer John Smith receives a
customizable email as they usually would
sent by PDF Butler from the Sal person's email
email
address clicking sign document they can
see the changes requested are reflected
and press sign now to complete the
process with further automation being
able to be triggered in Salesforce such
as sending out the
invoice to find out more about how we
are working with agent force get in
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