Just as an Agent needs topics and instructions to interact with inputs effectively, it also needs to understand which inputs are essential. This is where a Forms for Salesforce form comes in. Because these forms are natively based on Salesforce—leveraging objects, APIs, and data points—they provide structure and predictability, guiding the Agent while defining the minimum requirements to complete an interaction. For Forms for Salesforce setup resources, please check out these articles.
Multi-Form Functionality
It’s not just about a single form—multiple, discrete forms can be selected based on user input. For example:
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“I want to schedule an appointment.”
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“I’m a new patient and need to fill out intake paperwork.”
The Agent interprets these requests and presents form questions conversationally. Depending on its configuration, the Agent may:
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Fully complete the form within the chat, or
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Gather partial data and provide a prefilled form link for the user to complete later (e.g., for file uploads or financial details requiring more time).
Agentforce & Formstack Integration
To support these workflows, the Formstack Agentforce Extension includes preconfigured Formstack Flows to update and retrieve information. As part of the Agent setup, these Flows help automate tasks.
For instance, if a user types, “I’d like to schedule an appointment,” a Flow is triggered to identify the appropriate form by its title and determine the correct sequence of questions to present.
Pro tip: Establish clear naming conventions to avoid confusion when referencing forms dynamically.
Additional Features & Resources
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Dynamic Prefill: While optional, dynamic prefill enhances interactions by reducing errors and saving time, much like in other non-Agentforce use cases. Learn more: Dynamic Prefill for Salesforce.
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Demo Video: See a live demonstration (including Documents and Sign actions).
Agentforce Overview: For details on how Agentforce works, pricing, and additional support, visit Agentforce on Salesforce.