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Case Management in Salesforce
19May

Case Management in Salesforce

What does Salesforce Case Management entail? Salesforce Case Management, as explained in the Service Cloud Introduction session, provides a platform for recording, tracking, and resolving customer issues across sales, service, and support. Advantages of utilizing a case management system: Case Management in Salesforce Salesforce Case Management allows the automatic collection of cases from various sources like email, social media, support centers, or web forms. It provides tools for categorizing, filtering, and adding notes to cases stored in the database. How can I establish case management in Salesforce? Utilize queues and automated rules to assign cases to your team without constant monitoring. By assigning cases to a queue, specific team members can select cases from a list, helping prioritize work. Auto-assign cases to queues or team members based on conditional rules. Distinguishing case management from CRM: While both case management and CRM assist in managing customer data and interactions, the key distinction lies in the fact that case management is tailored to monitor the progress of individual cases. Visibility of cases in Salesforce: If the organization-wide sharing default access for Cases is set to ‘Private,’ and ‘Grant Access Using Hierarchies’ is enabled, only the Case owner, the owner’s managers in the role hierarchy, Salesforce admins, and user profiles with the ‘View All’ object permission on Cases can view a Case. Can leads have cases in Salesforce? To associate a Lead with a Case, create a custom lookup field on Cases to the Leads object. This allows for a Cases related list on the Lead record. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 19, 2021in Data, Salesforce, Salesforce Service Cloud
Einstein Discovery
21Apr

Einstein Discovery Analysis

Elevate Your Business Outcomes with Einstein Discovery Analysis Einstein Discovery revolutionizes your approach to predictive analytics, allowing you to effortlessly build reliable machine learning models without any coding. Reduce reliance on data science teams with an intuitive model-building wizard and streamlined monitoring process. Transition swiftly from data to actionable insights, ensuring every decision is guided by intelligence. Enhance Your Business Intelligence with Einstein Discovery Incorporate statistical modeling and machine learning into your business intelligence with Einstein Discovery. Seamlessly integrated into your Salesforce environment, operationalize data analysis, predictions, and enhancements with clicks, not code. Developers can utilize the Einstein Prediction Service to access predictions programmatically, while data specialists can predict outcomes within recipes and dataflows. Tableau users can also leverage Einstein Discovery predictions and improvements directly within Tableau. Advanced Analytics Made Simple with Einstein Discovery Einstein Discovery offers a comprehensive suite of business analytics tailored to your specific data needs. Licensing and Permission Requirements for Einstein Discovery To utilize Einstein Discovery, your organization needs the appropriate license, with user accounts assigned relevant permissions. Supported Use Cases and Implementation Tasks Einstein Discovery solutions effectively address common business use cases, typically involving a series of defined implementation tasks. Key Differentiation: Einstein Analytics vs. Einstein Discovery While Einstein Analytics integrates predictive and analytical capabilities within Sales, Service, and Marketing clouds, Einstein Discovery is specifically focused on providing actionable insights and data-driven stories. Key Benefits of Einstein Discovery Supported Data Integration and Functionality Einstein Discovery enables direct integration and import of data from external sources like Hadoop, Oracle, and Microsoft SQL Server. It extracts data from diverse sources, leveraging AI, ML, and statistical intelligence to identify patterns and generate informed predictions. Enhanced Features and Enhancements Einstein Discovery seamlessly integrates insights into Tableau workflows, unlocks insights from unstructured data, fine-tunes prediction accuracy with trending data, handles missing values in datasets, accelerates prediction processing with high-volume writeback, and offers enhanced settings panels for efficient prediction management. Partner with OMI for Expert Guidance Collaborate with experienced Salesforce services providers like OMI to maximize the benefits of Einstein Discovery, ensuring a seamless implementation process and ongoing support. Empower Your Business with Einstein Discovery Einstein Discovery delivers automated data analysis, interactive visualizations, and predictive insights to elevate decision-making and optimize business operations. Unlock the power of AI-driven analytics within your Salesforce ecosystem to accelerate growth and gain a competitive edge. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 21, 2021in Salesforce, Salesforce Einstein
Salesforce Case Object
27Jun

Types of Objects and Fields in Salesforce

Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects as a foundational CRM structure, encompassing entities like account, contact, opportunity, lead, and campaign. These standard objects act as tables containing records accessible through standard tabs such as Accounts, Contacts, Opportunities, Leads, Campaigns, and more. Industry specific Salesforce Clouds have additional standard objects Custom Objects In addition to standard objects, Salesforce permits the creation of custom objects tailored to specific organizational data needs that may not be accommodated by standard objects. For instance, creating a custom object to manage employee checking and saving account details for processing biweekly salary, ensuring privacy by restricting access to the system administrator and the employee who initiated the record. Reports and dashboards can be generated based on data stored in custom objects, typically identified by a __c suffix. Standard vs. Custom Objects The distinctions between standard and custom objects are highlighted in the following table: Standard Object Custom Object Cannot be deleted Can be deleted Grant Access Using Hierarchies sharing access cannot be changed Grant Access Using Hierarchies sharing access can be changed Truncating standard objects is not possible Truncating custom objects is possible Custom fields can be created on standard objects Custom objects include some standard fields like Name, Created by, Last modified by, etc. External Objects Similar to custom objects, external objects enable the mapping of data stored outside the Salesforce organization. These objects rely on an external data source definition, such as Salesforce Connect or OData, to establish connections with external system data. Each external object corresponds to a data table in the external system, with fields mapping to table columns. External objects are typically denoted by a __x suffix. Standard and Custom Fields Both standard and custom objects include standard fields like Name, CreateDate, LastModifiedDate, and Owner fields. Standard fields are predefined and integral to the Salesforce application, while custom fields are tailored to meet specific business needs, allowing addition, modification, and deletion. Custom fields are often identified by a __c suffix and can include custom help text for user guidance. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 27, 2018in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services

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