I want users to be able to upload records of their portfolio to SF environment through our website (log-in) that AI agents can access. In doing so, said users can interact with their own data.
Key is that I don’t want users to have to log in twice (once on our portal and second on a SF environment). We aren’t Salesforce native at this moment in time and I want to explore options in which we don’t have to do that (go SF native). We don’t have the budget to rebuild our system at the moment.
Any thoughts?
#Agentforce
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