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SalesforceAIFlowApex

AI-Powered Salesforce Workflow

An end-to-end automation that uses GPT to classify support cases and route them to the right team via Salesforce Flow, cutting triage time by 60%.


Overview

This project automates the triage of inbound support cases in Salesforce by using a GPT model to classify intent and urgency, then routes each case to the appropriate queue via a Screen-less Flow.

Key components

  • Apex callout to the OpenAI API triggered on case creation
  • Flow orchestration to evaluate the classification result and set routing rules
  • Custom metadata to configure intent-to-queue mappings without code changes

Outcome

  • 60% reduction in average triage time
  • Agents spend less time manually sorting cases and more time solving them
  • Fully configurable by admins — no Apex changes needed to adjust routing logic