Data ingestion and Data Modeling in Salesforce Data cloud

In this article, let us have a brief overview of Data ingestion and Data Modeling in Salesforce Data cloud. In Salesforce Data Cloud, data is first ingested from the source and stored in a data lake object. Data is retrieved from the source using connectors, which establish communication between servers, allowing continuous data access. Data…

Overview of Salesforce Data Cloud

Salesforce Data Cloud is a powerful data platform that unifies all your company’s data onto Salesforce’s Einstein 1 Platform. It provides a 360-degree view of the customer, enabling automation, analytics, personalized engagement, and trusted AI. With Data Cloud, you can connect, analyze, and act on data from both Salesforce and external sources, driving better customer…

Data insights in Einstein discovery-Part 2

We have explored descriptive insights of data in Einstein discovery in our previous article Explore data insights in Einstein Discovery – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). In this article we will dive into diagnostic and comparative insights in Einstein discovery. Diagnostic insights Extracted from the model, diagnostic insights unveil the reasons behind…

Custom Report types in Salesforce

Custom report types in Salesforce provide a structured framework within the report wizard, enabling users to create and tailor reports to their needs. By leveraging the relationships, whether master-detail or lookup, between objects, custom report types offer the following capabilities: Custom Report Types Click New Custom Report Type. When finished, use the Venn diagram to…

How to create a custom object in Salesforce from Spreadsheet

In Salesforce, we can utilize custom objects to effectively track and store data specific to your organization’s needs. If manual creation of a custom object and its fields isn’t your preference, you have the option to use a spreadsheet to add the object, define its fields, and input all record data seamlessly. You have two…

Overview of Einstein Copilot

Einstein Copilot harnesses the power of Salesforce CRM and the convenience of an AI assistant, integrating advanced natural language processing capabilities akin to those found in large language models such as ChatGPT. This article presents an overview of Einstein Copilot. Copilot responds to your natural language prompts for various business tasks, ranging from inquiries to…

Salesforce report URL hacking

In this article, let’s delve into Salesforce report URL hacking. While this technique isn’t officially developed by Salesforce, it’s a favourite among admins for its ability to manipulate report filters via URL parameters. Essentially, it allows users to open a report with preset filter values, eliminating the need for multiple reports or cloning. URL hacking…

HOW TO MANAGE LEADS IN SALESFORCE PART II

Effectively managing leads in Salesforce involves a systematic approach to organize, track, and nurture potential borrowers throughout the sales cycle. In How to manage leads in Salesforce Part I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we began by capturing and entering lead information into Salesforce, ensuring accurate data. In this article we…

How to manage leads in Salesforce Part I

Managing leads in Salesforce involves efficiently capturing, nurturing, and converting potential customers into opportunities. Salesforce provides a comprehensive Lead Management system that allows users to track and analyze leads throughout the sales cycle. This involves creating and customizing lead records, assigning leads to the right sales representatives, implementing lead scoring, and utilizing automation tools to…

How to create Knowledge articles in Salesforce

We have discussed how to create a borrower portal in Salesforce Experience cloud. In this article let us see how to create Knowledge articles in Salesforce. These articles can be later added as insightful content to the website we created. What is a knowledge article? How to enable Knowledge articles? Customize the Knowledge custom object…