Enterprise operations professionals in legal, procurement, and IT often face the daunting task of gathering, analyzing, and reporting on data scattered across multiple Salesforce entities. Whether it's tracking the status of cases, researching accounts and opportunities, or compiling insights on tasks, campaigns, contacts, leads, and content documents, the manual process is time-consuming and error-prone. The Search Salesforce Agent template from Tonkean transforms this process by leveraging no-code automation and orchestration to deliver actionable insights in real-time.
With Tonkean's Search Salesforce Agent, operations teams can instantly search and retrieve information from any Salesforce entity—cases, accounts, opportunities, tasks, campaigns, contacts, leads, and content documents—without switching between modules or building custom reports. For example, a procurement manager can quickly pull up all open cases related to a key supplier, review recent opportunities, and check the status of related tasks, all from a single interface. This unified approach is powered by Tonkean's data source integrations, which connect seamlessly to Salesforce and other enterprise systems.
Legal operations teams often need to research client accounts, track ongoing matters, and review associated documents. The Search Salesforce Agent automates this research, surfacing relevant cases, contacts, and content documents in seconds. For instance, when preparing for a contract negotiation, a legal team member can use the agent to gather all related opportunities, past campaign interactions, and supporting documents, ensuring a comprehensive understanding without manual effort. This is further enhanced by Tonkean's intelligent request classification capabilities, which help route and prioritize information based on urgency and relevance.
Operations professionals frequently need to compile and share insights with stakeholders. Tonkean's template enables users to generate on-demand summaries and reports from Salesforce data, eliminating the need for spreadsheets or manual compilation. For example, an IT operations lead can quickly create a report on all open tasks and cases assigned to their team, or a procurement analyst can summarize recent leads and opportunities by campaign. These insights can be automatically shared via email, Slack, or Teams, leveraging Tonkean's automation platform to integrate with the tools your teams already use.
Tonkean's process experience features allow teams to collaborate on Salesforce insights without leaving their preferred communication channels. For example, a legal intake request can trigger the agent to pull all related Salesforce data and share it directly in a Teams channel, enabling faster decision-making and reducing back-and-forth emails. This collaborative approach ensures that all stakeholders have access to the latest information, improving process adoption and reducing bottlenecks.
Unlike traditional Salesforce automation tools that require technical expertise, Tonkean empowers operations professionals to customize the Search Salesforce Agent using a no-code process builder. This means teams can tailor searches, automate follow-up actions, and integrate with other enterprise systems—such as document management, e-signature, or HR platforms—without writing a single line of code. This flexibility is especially valuable for legal and procurement teams looking to adapt workflows as business needs evolve.
By orchestrating the flow of Salesforce data across departments, Tonkean helps enterprises eliminate manual busywork, reduce errors, and accelerate decision-making. Learn more about how Tonkean empowers enterprise operations teams with AI and GPT for operations and explore other solutions for legal, procurement, and IT.
