Accelerators

Automate Expense Line Creation

Auto-generate Expense Lines from receipt attachments with this AI Accelerator. Save your team time with automating an everyday task. This AI use case works for most services organizations using Flow to call an AI Prompt to pull out the data. So no typing is needed! Its done using Salesforce-native automation with a touch of AI, triggered by something your team already does.
How It Works

This automation is triggered by something your team already does: attaching a receipt. When the consultant uploads a receipt to their Expense Report, a Flow calls an AI Prompt. AI extracts the data and auto-creates the Expense Line with a date, amount, description, type.

This is all done using Salesforce-native automation with a touch of AI so in this case no agent is needed. The payoff?

  • Real time saved, every trip
  • Cleaner data = faster reimbursements
  • A smoother experience for consultants

It’s one of the simplest and highest-ROI Agentforce use cases you can roll out in a services org. Watch the video to see it in action.

See It Work

Activate Agentforce

For organizations using Salesforce, the promise of Agentforce (Salesforce AI) is clear: empower businesses with autonomous AI agents that can automate tasks, enhance customer interactions, and improve overall productivity.

For many, reality has been more frustrating than transformative. The lack of clear governance, underwhelming use cases, and uncoordinated AI efforts have left teams unsure of where to go next.

Let CLD Partners help you identify the right AI use cases and build the agents that make sense for your business.

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