Salesforce Integration

By combining Ushur’s AI-powered platform with your Salesforce instance, you can automate customer interactions and integrate Salesforce data directly into those conversations. Now you can dramatically improve your customer experience for high volume interactions while reducing operational expenses. Through our Salesforce integration, enterprises can automate two-way communications across email, web, mobile and even support workflows with documents to enable straight-through processing of support cases or account updates. Customer Experience Automation (CXA) integrated with Salesforce opens the door to powerful and thoughtfully-crafted customer interactions.
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How it works

With Salesforce and Ushur’s AI and NLP capabilities, you can simplify customer engagement across virtually any channel and intelligently automate manual, high-friction tasks like:
  • Triage Bulk Customer Email: Salesforce automated email response and routing enables bulk inbound email processing. Classify the intent and automatically route to the appropriate teams, cutting queue times and freeing up resources.
  • Request Missing Info: When information is missing from an account, a case or record, use the Ushur Salesforce integration to automatically engage with, and ask a customer for missing account information via digital channels.
  • Extract Data: Automate extraction of critical information like account number, date of birth, and level of service details from emails and then populate directly into the appropriate Salesforce case or record, saving valuable clerical time, reducing errors and improving response time.
  • Document Upload: Salesforce document automation allows customers to upload documents from anywhere, and securely stores all data for agents to easily retrieve at any time.


By automating Salesforce application processes, enterprises achieve faster customer response times and increased customer satisfaction. Salesforce's automated process intelligently triggers communication-based actions within the Ushur platform, even for custom objects, so high-volume customer emails, documents, and texts can be classified for routing to internal teams within Salesforce.
  • Fast, efficient incident workflows: Accelerate updating information without manual intervention
  • Off the shelf or customizable: Allow for seamless customer conversation and backend integration
  • Dashboards and Analytics: Bring Customer Experience Automation™ into the Salesforce Ecosystem