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Posts Tagged ‘Sales Cloud’

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How to Use the Personalization Connector for Salesforce Sales and Service Clouds

Have you ever wondered what happens if you connected Personalization with Sales and Service Clouds? The Personalization connector for Sales and Service Clouds exposes user data and server-side campaigns in Salesforce CRM for your contacts and leads. ✋ The Key for Success To use Personalization for Sales and Service Clouds, you’ll need to have: User […]

How to Create an OAC Data Replication from Oracle SaaS?

Oracle Analytics Cloud offer several options when it comes to loading data from Oracle SaaS (such as Financials, HCM, Sales, etc…). Using OAC against Oracle SaaS has several advantages, and most importantly being able to perform analytics on data that is not part of the SaaS application. You may be familiar with using Data Sync […]

Application security assessment

New Partner Community Helps Okta Cut Through the Content Clutter

With all the different audiences businesses interact with today, it can be a challenge to control the information each audience actually needs. Systems that worked in the past can quickly become useless as growth happens and business needs change. The question is, can your technology solutions keep up? When Your Community Content is Out of […]

cloud adoption

The Future of Customer Experience: 5 Important #DF18 Keynotes

The Fourth Industrial Revolution is changing the technology we use for work, how we do business, and how ultimately we connect. At Dreamforce 2018, Trailblazers across the world learned about the latest innovations in the Salesforce ecosystem. Here are a few of the keynotes that caught our attention. Reimagine the Customer Experience with a 360° […]

7 Salesforce Podcasts for a Powerful Start to Your Day

Take Control of Your Morning There’s no better way to get into the Salesforce-frame-of-mind on a Monday morning than a little pre-work headspace with your favorite tech podcasters. Our team sure does. Tim Murphy wrote about his podcast takeaways and after David Schild recommended the Salesforce Admins podcast to me, I was hooked. (Don’t worry, links below.) […]

automotive

Lightning Flow, Data Security, Summer ’18 Enhancements & More

Top Salesforce Updates You Need to Know Einstein, Lightning & More: What’s New in Salesforce Sales Cloud in Summer ’18 Top 5 Jaw-Dropping Salesforce Communities Summer ’18 Enhancements Why is Data Security Important to Me? Running an Integrated ABM Campaign in 5 Steps Connecting to Salesforce in Outlook Perficient’s Award-Winning Partnership with Salesforce What Organizations […]

Einstein, Lightning & More in the Sales Cloud Summer ’18 Release

The Salesforce Summer ’18 Release promised a focus on delivering “more personalized and integrated customer journeys while enabling your team to work smarter with new levels of data insights across your Salesforce Org.” Let’s see what’s new! What’s New in Salesforce Sales Cloud in Summer ’18 For the Salesforce Service Cloud, this means the introduction of many […]

Engagement Cloud R13 – Service Bell Notifications

Service Bell Notifications In Engagement Cloud, the Service application can now present a notification to the service agent when a specific trigger condition occurs relating to a service request. This enables the service agent to take immediate action in response to a customer inquiry. The latest release R13 (18A) enhances the notifications framework by simplifying the process […]

Engagement Cloud R13: Automated Inbound Email Processing

Oracle Engagement cloud is a unified Sales and Service application that helps your agents to play a blended role while serving your valued customers and partners. Service Request Management is the core functional area in Engagement Cloud and it comes with easy to setup Inbound Email Processing capabilities for automatically creating and updating Service Requests. […]

Engagement Cloud R13 – Service Queue Management

Oracle Engagement Cloud is a unified Sales and Service application that helps your agents to play a blended role while interacting with your customers and partners. Service Request Management is the core functional area in Engagement Cloud and it comes with several features to manage service requests/interactions and route them to a most appropriate service […]

Engagement Cloud: 5 Key Productivity Tools for Service Requests

Oracle Engagement Cloud is a unified Sales and Service application that enables your agents to play a blended role while serving customers and partners. Service Request (SR) Management is the core functional area in Engagement Cloud with respect to Service offering and it comes with several advanced features. There are many productivity tools embedded into […]

Oracle Engagement Cloud R13 : Co-Browsing

Co-Browsing – Browsing together Oracle Co-browse is a collaboration tool that can be used during phone or chat interactions to enable an agent to see the screen of the customer that he’s interacting with. Engagement Cloud R13 provides out-of-the-box support for co-browsing.  The Co-browse feature is used to engage customers online and provide real-time assisted […]

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