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 […]
Salesforce Summer ’23 Release: Top 10 (13) Enhancements
The Salesforce Summer ‘23 release is now available. In it you will find lots of new features, as well as new enhancements related to Lightning Experience, Salesforce Flow, Lightning Web Component, Apex, Experience Cloud, Einstein Automate, Customer Data Platform, Field Service, Marketing Cloud Account Engagement (aka Pardot), Quip, CRM Analytics, Salesforce CMS, Salesforce Payments, Subscription […]
Salesforce Automation: Migrating Salesforce Processes Builder and Workflows to Flow
Salesforce has been at the forefront of driving automation and streamlining business processes for organizations worldwide. Over the years, Salesforce Workflows and Process Builder have played a pivotal role in empowering users to automate repetitive tasks and create sophisticated business workflows. However, as Salesforce continues to evolve and enhance its platform, it has announced the […]
