Posts Tagged ‘salesforce’

One of the potent aspects of their Salesforce Service Cloud platform, Salesforce empowers enterprises with Salesforce Case management capabilities to assist them in providing better customer assistance. The Service Cloud’s Case Management functionality, which serves to enhance the overall user experience for both customers and staff, is built on the Salesforce Case object. Salesforce Case […]

The ability to provide exceptional customer experiences when interacting with service agents is already enhanced by natively integrating Salesforce with Amazon Connect in Service Cloud Voice. Why stop there? By Integrating Einstein Next Best Action into the agents’ Voice Call Console, Salesforce uses AI (Artificial Intelligence) to empower agents with the knowledge and automation you […]

With the Marketing Cloud Winter ’23 release, Salesforce officially rebranded their Interaction Studio tool (AGAIN) to be known henceforth as Marketing Cloud Personalization. Although it’s been two years since Salesforce first acquired Evergage and rebranded the tool, it’s always been pretty common to hear people say things like “Interaction Studio (formerly known as Evergage).” So […]

What if you could integrate the logic defined in Excel onto a Cloud-based system that was tightly integrated with the rest of your enterprise systems? That would be truly transformational. That’s why expectations were high when Salesforce Lightning Object Creator was announced as part of the 2018 Dreamforce address. Now that Salesforce has made it […]

Salesforce is finally enabling the ability to customize and manage object layouts using dynamic forms with the Summer’20 release, after being one of the most requested suggestions on the Salesforce “Ideas” page.   What exactly are Salesforce Dynamic Forms? Dynamic forms have been introduced as a means of making object layout design more configurable. Users […]

What is a Salesforce Flow Despite the fact that Salesforce Flow has been available for a while, it has recently gained recognition as the sole declarative automation solution that Salesforce Admins and Developers should utilize. It has been around alongside Workflow Rules and Process Builder for a time. To minimize confusion over which tool to […]

Every company has different processes, so the Salesforce platform frequently needs to be customized or integrated with custom solutions and third-party apps to incorporate business-specific needs that the platform and its modules do not cover. Salesforce AppExchange was created with this viewpoint in mind.   What exactly is Salesforce AppExchange? When it comes to Salesforce […]

3 Upcoming Updates for Salesforce Marketing Cloud It is that time of the year again for another Salesforce Marketing Cloud release! The Winter 2023 release is happening October 5-23, 2022. Get an exclusive, in-depth look at the new features by tuning into the Winter ’23 Marketing Cloud Release New Feature Overview. Join this Salesforce webinar […]

In late September, our team attended Salesforce’s largest conference, Dreamforce, in San Francisco. For many attendees, it was the first time in three years that they were able to gather in person with peers and clients. During the three-day conference, 40,000 Salesforce partners, clients, and vendors got together to hear from Salesforce leadership, industry experts, and a […]

For healthcare payers, performance bonuses and analyst recommendations are dependent on external scoring by government agencies, regulators, and other third-parties. When our large Midwestern payer client’s customer satisfaction scores began to decrease due to unsatisfactory first-call resolution, inaccurate data, lack of omnichannel capabilities, and inaccurate billing information, the organization realized it needed a plan to […]

Last week, our team attended Salesforce’s largest conference, Dreamforce, in San Francisco. For many attendees, it was the first time in three years that they were able to gather in-person with peers and clients. During the three-day conference, 40,000 Salesforce partners, clients, and vendors got together to hear from Salesforce leadership, industry experts, and a handful of […]

Last week, our team attended Salesforce’s largest conference, Dreamforce, in San Francisco. For many attendees, it was the first time in three years that they were able to gather in-person with peers and clients. During the three-day conference, 40,000 Salesforce partners, clients, and vendors got together to hear from Salesforce leadership, industry experts, and a […]