How to Create a Custom Copilot Action Custom Copilot Actions allow you to extend Copilot’s functionality within Salesforce, enabling users to perform tasks specific to your business needs. By utilizing invocable Apex classes, autolaunched flows, and prompt templates, you can build custom actions tailored to your organization’s requirements. Extend your unified copilot with custom actions.
Campaign Influence is a tool designed to allocate success attribution to influential campaigns, with two available versions: Campaign Influence 1.0 for Salesforce Classic, and Customizable Campaign Influence for both Classic and Lightning Experience. Campaign Infuence in Salesforce. Customizable Campaign Influence in Salesforce facilitates revenue attribution through standard and custom models, which can be updated manually
Salesforce Einstein is an AI-powered platform that can be used in various ways to enhance customer experiences and streamline business operations: SalesSalesforce Einstein can help sales teams better understand customers, improve conversion rates, and close deals more quickly. For instance, it can generate sales call summaries, draft emails using customer data, and provide real-time predictions.
Einstein Assistant brings cutting-edge AI functionality to Salesforce’s Account Engagement, enhancing the creation of marketing assets like landing pages, forms, and emails by providing intelligent content recommendations. With the Spring ’24 release, these advanced AI features are now available in the Account Engagement Advanced and Premium editions, leveraging generative AI to streamline asset creation. Key
Have You Recently Attended an Information-Packed Webinar? Think back to your experience: from how you first learned about the event to its promotion and eventual execution. It might seem like organizing a webinar is straightforward, but… Virtual event management requires meticulous planning, from the initial concept and promotion to post-event tasks. Read on to discover
Revolutionizing CRM: Introducing Salesforce Pro Suite In today’s dynamic business technology landscape, Salesforce has established itself as a leader in customer relationship management (CRM) solutions. The launch of Salesforce Pro Suite marks a significant milestone in their mission to empower businesses with cutting-edge tools designed to optimize operations, enhance customer engagement, and drive growth. This
Marketing Cloud Growth extends the platform capabilities to enhance your team’s marketing endeavors. It allows you to integrate multiple data sources with Data Cloud, create content using Digital Experiences, orchestrate complex customer journeys with Flow Builder, and optimize campaigns with Einstein AI. Required Editions: Available in Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth
“Hey Siri, find the top-rated red saddle pads.” This simple command exemplifies how conversational commerce is revolutionizing the digital shopping experience. While Siri and Alexa are training us to talk to our technology, traditional chatbots teach us to ask our technology in natural language to do something. Now, customers can utilize chatbots, messaging apps, and
GovSlack: Streamlined, Secure Collaboration for Government GovSlack brings together your team, tools, and partners into one secure platform, specifically designed to meet government regulations for processing and storing sensitive data. By integrating GovSlack, organizations can eliminate internal and external communication silos while empowering employees with the flexibility to excel in their roles. What is GovSlack?GovSlack
Seamless Revenue Lifecycle Management Powered by Salesforce Revenue Cloud Is your company struggling to manage complex revenue streams, manual billing processes, or compliance with ASC 606 and IFRS 15 standards? Tectonic specializes in implementing Salesforce Revenue Lifecycle Management solutions through Salesforce Revenue Cloud. We offer tailored strategies for mid-market and enterprise companies across industries like
Have you ever been overwhelmed by a complex project with numerous tasks and deadlines? I felt the same until I discovered Salesforce tools. One afternoon, a colleague introduced me to these tools, and everything changed. Suddenly, I could manage my work more effectively, collaborate better with my team, and consistently deliver outstanding results. Salesforce tools
Maximizing Salesforce Forecasting: A Comprehensive Guide Over the years, user skepticism has surrounded Salesforce Forecasting, with some dismissing it as too basic or unnecessary within the Salesforce ecosystem. Addressing these concerns poses fundamental questions: Do you aspire to predict revenue? Are you committed to accelerating deal closures for your sales team? Do you actively utilize
The Importance of Customer Experience: Turning Every Interaction into a Lasting Impact Customer experience (CX) refers to every interaction a customer has with your brand—from the first touchpoint through to post-purchase support. While the term is often used broadly, its meaning is more nuanced, encompassing the entire customer journey. From the initial ad they see
ORGanizer Chrome Extension: Your Dev/Admin Swiss Army Knife! The ORGanizer Chrome Extension is a powerful, all-in-one tool designed specifically for Salesforce Developers and Admins. Packed with an array of features, this extension is a must-have for anyone working in Salesforce, making it the ultimate Salesforce Chrome Extension! Key Features: Additional Information: With the ORGanizer Chrome
Unified+ Edition (UE+): Elevating Salesforce Integration and Capabilities: Better Sales and Services with Salesforce Unlimited Edition The menace of siloed applications and disjointed tech stacks can haunt any company’s operational efficiency. In a market flooded with diverse products and services, the seamless integration of technology and a transparent purchasing process can significantly impact the overall
