Create and Manage Cases with Agentforce | Help Agent

ABOUT

In this video, you’ll discover how autonomous AI streamlines your customer support workflow. Learn how Help Agent enables you to seamlessly submit cases, schedule support appointments, request automated status updates, and orchestrate support directly within a single interface.

Learn more by visiting Help Agent: https://youtu.be/32rtlstLXec?utm_source=youtube&utm_medium=video_description&utm_campaign=youtube_to_help&utm_id=32rtlstLXec&utm_content=salesforce_support

Timestamps
0:00 - Help Agent Overview
0:09 - How to Create a Case
0:30 - Reviewing Case Details & Adding Collaborators
0:46 - Using the Support Appointment Scheduler
1:20 - Getting Real-Time Case Status Updates
1:33 - Changing Case Severity Levels
1:53 - Case Routing Intelligence & Resolutions

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Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
AI supported the writers and editors who created this content.