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 Service Cloud tickets and Salesforce Live Chats your team looks at, bringing knowledge directly into their workflow without any need to search.
Knowledge Triggers + 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
- Faster response time
- Quicker access to accurate information
- Reduced repeat questions and shoulder-tapping
- Higher agent confidence
- Greater customer satisfaction
- 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.
Partner with Guru and Power Salesforce + Slack Digital HQ
Are you a Salesforce consultant who wants to learn more about how Guru's innovative wiki can super-charge your clients' Slack digital HQ experience?
