Agentforce + FinDock = Customer Payment Happiness

Agentforce unlocks the full potential of integrated payment data within Salesforce. With payment and CRM data seamlessly connected organizations have the ideal foundation for empowering payment agents. By combining the power of assistive and autonomous agents, Agentforce offers an exciting opportunity to bring more happiness to your employees and customers.

Available soon on AppExchange.

Assistive agents

FinDock already simplifies payment operations, saving your team time and resources. With Salesforce’s Agentforce, you gain the power of assistive agents to elevate your operational efficiency to the next level.

What are assistive agents?

Assistive agents are intelligent tools designed to:

  • Guide teams through complex workflows.
  • Proactively suggest next (data-driven) steps.
  • Handle routine customer queries seamlessly.

By leveraging your CRM data, they deliver personalized support and ensure consistent, reliable service at scale.

FinDock + Agentforce assistive agents

Imagine your payment data fully integrated into your CRM. Together, FinDock and Agentforce can:

Automate repetitive tasks to save time

Agentforce can help you process recurring transactions, send confirmations, and resolve failed payments.

Enhance visibility into payment processes

Get real-time insights, enabling teams to track transactions, monitor recurring payments, and analyze trends effortlessly.

Streamline workflows for error-free operations

Automate payment-related tasks, standardize processes, and minimize errors for seamless cross-team collaboration.

HIGHLIGHTED USE CASE

Complex payment matching with Agentforce

FinDock simplifies the offline payment process by integrating with banks to ensure seamless payment flows, from initiation to reconciliation. Building on FinDock’s ability to streamline time-consuming payment operations, Agentforce takes it a step further—by combining the power of FinDock’s Guided Matching and Agentforce we can even make it simpler than ever to match inbound payments to the right record.

Autonomous agents

FinDock simplifies recurring payment management in Salesforce. By integrating Agentforce, you can unlock the potential of autonomous agents to automate and optimize every aspect of the payment cycle.

What are autonomous agents?

Autonomous agents are intelligent tools that can independently execute a series of tasks such as:

  • Handle routine customer questions without requiring human intervention.
  • Use data from customer interactions to provide tailored responses and recommendations.
  • Analyze data to identify common problems and take proactive steps to resolve issues quickly.
  • Operate around the clock to ensure customers receive support at any time.

FinDock + Agentforce autonomous agents

Imagine your payment data fully integrated into your CRM.

Together, FinDock and Agentforce:

Process payment requests

Automate tasks such as updating payment methods, confirming transactions, or providing billing information.

Provide real-time payment insights

Deliver instant updates on payment or transaction statuses, ensuring transparency and customer satisfaction.

Automate recurring payment management

Streamline the entire lifecycle of recurring payments, including updates, tax receipt generation, and personalized impact sharing.

Resolve payment issues proactively

Identify failed or delayed payments and automatically trigger personalized follow-ups or resolution workflows, offering flexible options to address issues.

HIGHLIGHTED USE CASE

Hyper-personalized giving with FinDock and Agentforce

Organizations can leverage the powerful combination of FinDock and Agentforce to seamlessly process payment related requests, such as guiding donors through secure, personalized donation experiences. Once the donor completes the payment, it is instantly processed and reflected in Salesforce, ensuring real-time visibility for fundraising teams.

The benefits of FinDock + Agentforce for your organization

Faster response times

for customer support.

A consistent reduction in costs

and manual overhead.

Smarter decision-making

powered by data-driven insights.

Focus on high-value tasks

that drive growth.

Are you ready for happiness with FinDock and Agentforce?

Available soon on AppExchange.

Are you a system integrator looking to see how you can inspire your customers with Agentforce?

Feel free to reach out, we’re happy to help.

Are you an organization that’s looking to take the next step with streamlining your payment operations by using Agentforce?

Reach out to us to discuss the possibilities.