Create Article
Creates a Salesforce Knowledge article draft and optionally assigns it to a Knowledge category.
Tool
ify connects with Salesforce
ify is an AI support agent that seamlessly integrates with Salesforce to understand customer context, use approved tools, and complete resolutions across your support stack.
Resolution flow
How ify uses Salesforce
The point is not another integration badge. ify uses Salesforce as part of the work required to resolve a customer request, then carries the result back into the support conversation.
01
Read the request
ify understands what the customer needs and whether Salesforce is the right system to check.
02
Pull live context
It looks up the relevant support context directly from Salesforce, not a stale copy.
03
Take the action
With 60 supported tools, ify can complete approved steps inside Salesforce.
04
Record the outcome
The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.
Tools ify can use in Salesforce
ify calls these 60 tools inside Salesforce to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.
Get Article
Retrieves a Salesforce Knowledge article by article ID and includes related attachments.
Tool
Get Attachment Content
Fetches a specific attachment by its ID and returns its file content encoded in Base64.
Tool
New Comment in Case
Creates a new CaseComment record associated with a specific Case.
Tool
Add Feed Comment
Creates a new FeedComment record associated with a specific FeedItem.
Tool
Get Attachment IDs
Fetches a list of all attachment IDs associated with a specific parent record (e.g., an Account, Contact, or Case).
Tool
Add Attachment
Attaches a file to a Salesforce record from a public URL or a Base64 string.
Tool
Create Account
Creates a new account record in Salesforce.
Tool
Update Account
Updates an existing account in Salesforce.
Tool
Resolution paths
Common outcomes from Salesforce
Each path starts with one customer need, uses the right Salesforce tool, and ends with a verified answer or action inside the support conversation.
Path 01
Create Article
Creates a Salesforce Knowledge article draft and optionally assigns it to a Knowledge category.
Uses SalesforceVerified outcome
Path 02
Get Article
Retrieves a Salesforce Knowledge article by article ID and includes related attachments.
Uses SalesforceVerified outcome
Path 03
Get Attachment Content
Fetches a specific attachment by its ID and returns its file content encoded in Base64.
Uses SalesforceVerified outcome
Connected stack
Connect Salesforce with your stack
Customer requests rarely live in one system. ify can use Salesforcealongside the apps your support team already checks to verify context, take action, and close the loop.
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Data & AnalyticsCommon questions about ify for Salesforce
If you can’t find what you’re looking for, .
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