Salesforce External Services: An Overview

Salesforce’s External Services allow you to integrate external web services into the Salesforce platform without writing code. External Services bridge the gap between Salesforce and external applications, making it easier to extend Salesforce’s capabilities with services that reside outside of its ecosystem. This article will cover an overview of Salesforce External Services. How External Services…

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…

Explore data insights in Einstein Discovery

Data insights are discoveries derived from analyzing your data. With each model iteration, Einstein Discovery meticulously examines your data, unveiling valuable insights. These insights are rapid, unbiased, and statistically significant, presented through charts and detailed explanations for easy comprehension. They serve as a launchpad for exploring the connections between your model’s input variables and its…

Enhanced Transaction Security in Salesforce

Transaction Security is a feature in Salesforce that monitors events in real-time to detect potential issues based on predefined rules. It allows you to create policies that include events, notifications, and actions. An event is any occurrence in Salesforce, such as user clicks, changes to record states, or value measurements. Events are immutable and timestamped.…

How to create Prompts in Salesforce Lightning-Part 2

In How to create Prompts in Salesforce Lightning-Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we learned how to create a floating prompt in Salesforce Lightning. In this article, we will discuss how to create a targeted prompt, docked prompt and walkthrough in Salesforce. Targeted Prompt Targeted prompts offer the same advantages…

How to create Prompts in Salesforce Lightning-Part 1

Salesforce provides two forms of in-app guidance: prompts and walkthroughs. These tools serve various purposes such as facilitating onboarding, encouraging feature adoption and discovery, and enabling deeper learning experiences. A prompt serves as a concise and focused window, guiding users’ attention to a specific feature, update, or call to action. Users observe the prompt, engage…

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…

Overview of User Engagement in Salesforce

User engagement is the process of onboarding, empowering, assisting, and educating users through in-app guidance. In this article we will discuss an overview of user engagement in Salesforce. Below shows ‘Guidance center’ which is an example for user engagement. There are four basic scenarios in user engagement. Types of user engagement How to decide which…