Real Results for Salesforce Teams
Salesforce is one of the most popular CRM platforms in the world — but that power comes with complexity. Agents working across cases, records, and multiple queues often struggle to remember which process applies, what step comes next, or how to handle edge cases consistently.
Process Shepherd removes that uncertainty. Embedded directly inside the Salesforce agent workspace, it guides agents through the correct workflow for every case type — so they always know exactly what to do next. Salesforce manages your data and relationships. Process Shepherd ensures every interaction follows the right process, every time.
Reduction in Onboarding Time
Faster Ramp-Up to Full Productivity
Reduction in Average Handling Time
Guided Workflows Inside Salesforce — No Code Required
Process Shepherd runs as an embedded component inside the Salesforce agent workspace, surfacing step-by-step workflows alongside every case. Agents never need to switch tabs or leave Salesforce — the right guidance is always right there, in context.
With built-in SSO via Salesforce, agents are logged in automatically. No separate credentials, no extra configuration. Your team is up and running from day one.
Build decision trees and workflows using a simple drag-and-drop editor — no development team required. Operations managers and team leads can design guided processes for every scenario, from complaints and refunds to escalations and compliance checks, and publish them directly to agents inside Salesforce.
Connect Your Data. Automate the Repetitive Work.
Process Shepherd workflows can read from and write to Salesforce records automatically — updating cases, logging activity, and triggering actions without agents lifting a finger. This eliminates repetitive data entry, reduces errors, and keeps Salesforce records accurate with no extra effort.
Agents can also ask Process Shepherd's AI assistant a question mid-case and receive an instant, context-aware answer — without escalating, searching documentation, or breaking their flow. The assistant understands the workflow, the current step, and your internal knowledge base, delivering the right guidance exactly when it's needed.
Measure Performance and Improve Continuously
See exactly how every workflow performs inside Salesforce. Track where agents slow down, which steps cause friction, and where processes need refining. Export reports to your BI platform or share them directly with your operations team.
Collect agent feedback as they work, identify improvement opportunities, and update workflows in real time. Your Salesforce operation evolves continuously — getting faster, smarter, and more consistent as your team grows.
With Process Shepherd embedded inside Salesforce, agents feel confident, managers get consistency, and customers get faster and more accurate support — every time.
Ready to see it in action?
Schedule a demo to see how Process Shepherd works inside your Salesforce environment.
Schedule a Demo