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Execute support workflows inside Salesforce for consistent, auditable outcomes. Connect CRM data to unify sales and service workflows

Category:

Ticketing System

Overview

Salesforce Service Cloud is an enterprise-grade customer service platform that manages cases, knowledge bases, and customer interactions at scale. Lorikeet integrates with Service Cloud via Email-to-Case to process cases as tickets, using ContentNotes for internal messages and Topics for tagging while maintaining connection to your  broader Salesforce CRM ecosystem.

What it is

Salesforce Service Cloud + Lorikeet brings AI assistance into enterprise support operations while preserving the CRM context that makes Salesforce valuable. Lorikeet can use account and case history to personalize responses and help reduce resolution time, while keeping Salesforce as the system of record. You get faster handling of routine work and cleaner escalation to humans for complex cases—without changing how your team operates inside Service Cloud.

How to integrate

Connect Salesforce Service Cloud to Lorikeet using an admin-approved authorization flow and standard Salesforce integration methods. You’ll share the Email-to-Case routing configuration so Lorikeet can receive case updates through your established intake path, and you’ll provide the Salesforce identity Lorikeet should use when writing back so notes and responses appear under the correct user. For real-time case updates, you’ll enable Salesforce Change Data Capture (CDC) for the relevant objects and share the required Connected App details with Lorikeet through your approved secure channel. If your workflow relies on specific Salesforce features for internal notes or tagging, Lorikeet will confirm the exact Salesforce objects and fields used in your org and align the integration accordingly.

Category

Ticketing System

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Ticketing System