Agentforce vs. Bots in Salesforce: Unleashing the Power of Advanced AI Agents
As businesses evolve with digital transformation, using artificial intelligence (AI) in customer support and operational efficiency has become critical. Salesforce, a customer relationship management (CRM) leader, has introduced powerful AI-driven tools designed to enhance interactions, automate tasks, and streamline business processes. Two of these tools, traditional bots (such as Einstein Bots), and the more advanced […]
Salesforce Backup Solutions: Native vs 3rd Party
Safeguarding your Salesforce data is critical, but are native backup tools enough to meet your organization’s needs? While Salesforce offers built-in solutions, their speed, automation, and restoration limitations can leave gaps in your data protection strategy. Third-party tools, on the other hand, deliver advanced features like full automation, seamless integration, and enhanced customization. In this […]
Documenting Integration Requirements
Top Questions For Thoughtful Integration Documentation Our clients increasingly want to integrate their CRM, ERP/SIS, and other business applications (their “Solutions”) into a database or another enterprise application. The question they almost always want to know is, “How much will it cost?”. To answer this question, first, be prepared to present a high-level description of […]
Salesforce Education Cloud: FAQs
Salesforce Education Cloud is the latest evolution of purpose-built education applications for the Salesforce Platform. We know many of you may have questions. Depending on your particular scenario, there are different questions to ask. The information on Education Cloud is expanding quickly, so if you want to explore more deeply, please schedule a no cost, no obligation call. FAQs […]
Marketing Cloud and Slate: Better Together
Slate, a CRM system developed by Technolutions, has gained popularity among higher education institutions for managing admissions, recruitment, and enrollment processes. Marketing Cloud, the marketing platform developed by Salesforce, includes integrated solutions for customer journey management, email, mobile, social, web personalization, advertising, content creation, and data analysis. Using both Marketing Cloud and Slate together provides […]
SIG, Salesforce, and Personalized Marketing Engagement
After the pandemic, the University of Hawai’i at Manoa was dealing with many of the same challenges as other universities across the country with low enrollment numbers. They engaged SIG to help them use Salesforce to boost their enrollment and automate data processes. Hear Garret Yoshimi, VP for Information Technology and CIO, from the University […]
Enhanced Domains – Salesforce Enhancement
Salesforce will enforce Enhanced Domains in all orgs beginning Winter ‘24. Enhanced Domains include your company-specific My Domain name that is included in your URL for all of your Salesforce and Experience Cloud sites along with Visualforce pages and content files. This document outlines what Enhanced Domains are, the steps to enable it, and the potential impacts to your org.
What are Person Accounts in Salesforce?
Person Account vs. Business Account in Salesforce There are two types of accounts in Salesforce. Business accounts store information about companies. Person accounts store information about individual people. Note: In the Salesforce Help and other documentation, the word account by itself always refers to both business accounts and person accounts. Person Account vs. Contact in […]
