Vendor Onboarding Agent

Vendor Onboarding through AI Agent in Salesforce

This project streamlines the vendor onboarding process using a conversational AI agent integrated into a Salesforce Community Portal. The goal is to reduce manual interventions and provide a smart, guided, and status-driven onboarding journey for vendors.

Inspiration Vendor onboarding is often a tedious and fragmented process involving multiple stakeholders, unclear steps, and repetitive follow-ups. Inspired by the need to simplify this experience and leverage the power of AI, we built a solution that lets vendors interact with an AI agent for a seamless onboarding experience—right from initiation to contract signing.

How I Built It Platform: Salesforce (Agentforce, Flows, LWC, Community Portal) AI Agent: Built using Salesforce's AgentForce & integrated with onboarding logic through Flows Data Model: Designed custom objects for Vendor, Pre-Onboarding Checklist, Post-Onboarding Checklist, and Site Visit Scheduling

Flow Orchestration: Used Salesforce Flow to guide the agent through different onboarding stages dynamically based on user input and data completion Portal Experience: Community portal configured for vendor access with a link shared by the agent Scheduling: Site visit scheduling handled through flow and availability capture

What We Learned How to integrate Agentforce with business logic using Flows. Structuring multi-stage checklists and handling conditional logic for field completion Automating user creation and role assignment post onboarding Creating user-friendly conversational experiences inside Salesforce portals

Challenges Faced Ensuring seamless bot conversation handoff across multiple stages of the onboarding journey Validating partially completed checklists and intelligently asking for missing fields Making the process flexible so vendors can skip optional steps without breaking the flow Coordinating backend automation (like site visit scheduling and approval processes) in sync with bot prompts

Key Features AI agent responds to queries and guides vendors through onboarding Smart checklists for pre and post onboarding phases Dynamic link generation for onboarding form access Site visit scheduling via conversational interface Status tracking and progress percentage updates Sales rep auto-assignment and admin actions post onboarding

Built With

• agentforce
• approvalprocess
• communityportal
• customobjects
• emailalert
• experience-cloud-/-community-portal)-backend-logic-:-salesforce-flows
• experiencebuilder
• flows
• lightning-experience
• lwc
• process-builder-ai-/-bot-salesforce-agentforce-database-salesforce-standard-&-custom-objects-authentication-salesforce-login-&-portal-user-management-scheduling-flow-based-logic-for-site-visit-scheduling-automation-approval-processes
• salesforce
• standardobjects