Setting up an Einstein bot

Einstein bots are part of Salesforce Service Cloud. The main purpose of Einstein bot is to interact with customers quickly and accurately without waiting for a human agent. Einstein bots can send messages, ask questions and perform the actions based on the rules defined or based on the customer input.

Automated Survey Invitation in Salesforce

Customer satisfaction is the most important thing in the Business, salesforce introduces surveys to get an anonymous response from customers to improve your Business as customers really want.

Salesforce Survey

Survey forms are a great way to collect information and feedback from the people/customers that matter most to your organization. It is analyzed carefully by a specially trained group of people to make key decisions.

Einstein Activity Capture

Einstein helps us manage our Emails and calendar applications in sync with Salesforce. With the help of Einstein Activity Capture, the emails and events that we send or receive will automatically be added to the activity timeline of related Account, Contact, Contract, Lead, Opportunity, and Quote records.

WALK-ME FOR SALESFORCE TO ASSIST END USERS

“Walk-me for Salesforce” is an app to assist end users as to how to complete a process in Salesforce when they are new to Salesforce or working on complex process in Salesforce CRM.

Salesforce Updates in Existing Features

For list views, previously when Salesforce users navigate to any of the list view, they will be launched on the Recently Viewed list view. As part of our Spring’19 release change, now the users can select their desired list view to be launched when they navigate to the object.

Salesforce Live Message

Salesforce Live Message is an app downloaded from AppExchange, and it is used to allow customers and companies to have a two-way text message conversation using SMS and Facebook application.

Dynamic component to retrieve quick report

If we need to view some of data based on some criteria from an object by clicking a Button, we can use this custom component. The component is dynamic and works for any object in Salesforce without modifying the component.

Quick text in Salesforce

Quick text option in Salesforce saves users’ time and increases standardization. With quick text, users can insert predefined messages like greetings, answers to common questions, and short notes. Quick text can be inserted in emails, chats, events, tasks and knowledge articles.