Salesforce & Guru: Company Wiki for Customer-Facing Teams

With Guru and Salesforce, your customer-facing teams can effortlessly access knowledge from across your company to drive exceptional customer experiences. Guru's dynamic company wiki brings verified knowledge straight from your subject matter experts to where your team already works, delivered directly into their workflows.
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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 customer-facing team can help answer questions and resolve inquiries with speed, accuracy and confidence
Knowledge Sync
AI Suggest
Knowledge Triggers
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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 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

  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.

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?

  • Read about why Guru's company wiki is the missing piece in digital HQ here.
  • See the features and benefits of adding Guru to digital HQ here.
  • Contact our Partner Team to learn more here.

Guru works with the tools you already use