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…

Lead nurturing Campaign for Prospects

Elevate your customer journey by implementing a targeted lead nurturing strategy designed to build meaningful relationships, guide prospects through the sales funnel, and ultimately foster conversions through personalized and engaging interactions. Let’s dive into some essential Lead nurturing Campaign for Prospects in Salesforce. II. Lead Prospects to Close and Retaining Campaigns: Guide prospects towards the…

Einstein Conversation Insights

Einstein Conversation Insights is a powerful conversation intelligence tool offered by Salesforce. It empower sales and service teams with valuable insights from customer calls and identify teachable moments. Managers and representatives have the capability to review call recordings, gaining visibility into various aspects such as mentions of competitors, discussions about products, custom keywords, pricing details,…

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 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 BUILD EINSTEIN BOTS IN SALESFORCE- PART 3

In our previous articles we have covered the initial steps to set up Einstein chat bot. We have already set up the Chat Agent Guided setup Flow.  In this article, we will cover ‘How to Build Einstein Bots in Salesforce-Part 3’. Embedded Service Deployment set up To configure the Embedded Service Deployments, navigate to Setup-Embedded…

HOW TO BUILD EINSTEIN BOTS IN SALESFORCE- PART 2

Salesforce Guided Setup flow for Chat set up involves several steps.It includes implementing Omni-Channel routing for chats, configuring the Chat Console, and integrating Embedded Service. This article is the second part of ‘how to build Einstein bots in Salesforce’. Check out our blog How to build Einstein Bots in Salesforce- Part 1 – Mortgage Banking…