Salesforce

Last updated: May 6, 2026

Salesforce gateway documentation is in progress.

For now, use these pages to understand the deployment model:

• Gateways

• Deploy Gateway

What to expect

The Salesforce gateway will follow the same core setup pattern:

1. connect the platform

2. choose the managing scope

3. choose the operating mode

4. test before going live

Use Auto-Pilot for automatic replies.

Use Co-Pilot when the platform supports on-demand agent assistance.

Need help now?

If you are planning a Salesforce deployment, contact the team for implementation guidance while this page is being completed.