Guru & Salesforce

With Guru and Salesforce, your customer-facing teams can effortlessly access knowledge from across your company to drive exceptional customer experiences. Bring all of your knowledge right to where your team already works and proactively bring them the knowledge they need.
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Knowledge Sync
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AI Suggest
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Knowledge Triggers
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With Guru and Salesforce together, your support team can help customers with speed, accuracy and confidence
Knowledge Sync
AI Suggest
Knowledge Triggers
Support
Sales
Marketing

How Guru works with Salesforce

Salesforce Knowledge Sync

Guru’s knowledge sync for Salesforce Knowledge articles ensures all of your most up-to-date knowledge is available in one source of truth across your team.

AI Suggest + Salesforce

Guru’s AI Suggest proactively suggests relevant information based on the Salesforce ServiceCloud tickets and Salesforce Live Chats your team looks at, bringing knowledge directly into their workflow without any need to search.

Knowledge Trigger + Salesforce

Serve your team relevant knowledge with Guru’s Knowledge Triggers, which surface information automatically based on content or fields within Salesforce.

6 reasons to integrate Salesforce and Guru

  1. Faster response time
  2. Quicker access to accurate information
  3. Reduced repeat questions and shoulder-tapping
  4. Higher agent confidence 
  5. Greater customer satisfaction
  6. Establish a single source of truth

How do I integrate Guru with Salesforce

Salesforce Knowledge Sync

Easily sync your Salesforce Knowledge articles into Guru by navigating to Knowledge Sync under Team Settings and selecting Sync a New Collection - Salesforce. You’ll then be prompted to assign a Collection Title and Collection Owner, who will be in charge of ensuring everything is kept up to date. For more info here.

AI Suggest

To set up AI Suggest, all you need to do is enable AI Suggest via the Team Settings button. Then, select Salesforce as the app to turn “On” Authorization. More info here.

Knowledge Triggers

Automatically push relevant information to your team by opening the Guru extension and selecting Knowledge Triggers. Then, you’ll Assign a Card to surface based on specific content or fields within Salesforce. When a Knowledge Trigger is activated, the Guru extension icon will flash a purple icon in the bottom right with the specified Card, so your agent just needs to click the Guru icon, and they’ll have the knowledge they need. Magic! More info here.

Interested in Exploring a Partnership? 

Salesforce Certified Consulting Partners interested in packaging an innovative company wiki, as complimentary service to your Salesforce, Slack + Industry Expertise & Consulting Practice(s), please fill out the following application. We’re looking forward to working with you!

Guru works with the tools you already use