GoldFinch with Agentforce Chatbot

Overview

GoldFinch ERP includes an AI-powered Chatbot assistant built on Salesforce Agentforce that allows users to interact with ERP and Accounting data using natural language.

Instead of navigating screens or running reports, you can simply ask questions like:

• “Do we have item A100 available?”
• “What is the status of sales order SO-10452?”
• “What is this customer’s balance?”

The system will understand your request and return a clear, business-friendly answer.

Where You Can Use It

Depending on your setup, Agentforce can be available in:

• Salesforce chatbot
• Internal GoldFinch workspace (for employees)
• Customer Portal
• Public website (limited functionality)

What You Can Ask

Inventory & Availability

Check stock levels and availability by Item, Units of Measure, or Warehouse.

Examples:

• “How many of item A100 are available?”
• “Show inventory for item B200 in New York warehouse.”

What you’ll see:

• On hand quantity
• Allocated quantity
• Available quantity
• Incoming or waiting inventory

Sales Orders

Find and review the status and summary of sales orders. You can also search for back order lines.

Examples:

• “Find sales order SO-10452.”
• “Show details for customer PO 78910.”
• “Show me a list of back-order lines.”

What you’ll see:

• Order status
• Customer
• Ship date
• Line items (if requested)

Invoices & Customer Balance

View financial information.

Examples:

• “What is the balance for this customer?”
• “Show invoice INV-10045.”

What you’ll see:

• Current balance
• Aging summary
• Invoice status and due date
• Credit hold status (if applicable)

Purchase Orders

Check vendor orders and expected receipts.

Examples:

• “Show purchase order PO-5566.”

What you’ll see:

• Vendor
• Status
• Expected receipt date
• Line details

Returns & Credits

Track returns and credits.

Examples:

• “What is the status of return RMA-1023?”
• “Has credit been issued for this return?”

What you’ll see:

• Return status
• Inspection and receipt status
• Credit issued and applied amounts

Creating and Posting Records (Advanced Users)

Some users may be able to perform actions such as:

• Posting invoices or shipments
• Creating records from uploaded documents (e.g., invoices via OCR)

⚠️ These actions may require additional permissions and approval.

Security and Permissions

Your access is controlled by your organization’s security settings.

• You will only see data you are authorized to access
• Customer Portal users can only see their own data
• Sensitive information may be hidden based on your role

Tips for Best Results

• Be specific (e.g., include order number or item number)
• Use simple, natural language
• Ask follow-up questions to refine results

Examples:

• “Show sales order SO-10452”
• “Include line details”
• “Is anything backordered?”

Frequently Asked Questions

Do I need to learn special commands?
No. You can ask questions in plain English.

Can I make changes using Agentforce?
Some users can perform actions like posting records, but most users will primarily use it to view information.

Why can’t I see certain data?
Access depends on your role and permissions set by your organization.

Summary

Agentforce makes GoldFinch easier to use by allowing you to:

• Ask questions instead of navigating screens
• Get real-time answers instantly
• Make faster, more informed decisions

Article GoldFinch-with-Agentforce-Chatbot  ·  Last updated June 10, 2026 · GoldFinch ERP Help Center