How Salesforce Customer Portals Benefit Online Businesses

Want to provide your customers with better support to enhance their experience and streamline your support efforts? A customer portal in Salesforce just might be the game-changing solution that your business needs. You can create a personalized space where your customers can access support, track orders, and find information at their convenience without having to …

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Data quality & setup prerequisites needed to make Agentforce work effectively

Introduction To ensure that Salesforce Einstein Bots (Agentforce) performs effectively, it’s essential to have a robust data quality framework and system configuration in place. This involves a series of data, platform, and configuration prerequisites that, when fulfilled, enable seamless operation, accurate responses, and an enhanced user experience. Here are the primary prerequisites: Data Quality and …

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Organize the Salesforce record by tagging using Personal Labels

Introduction Salesforce has introduced “Personal Labels” feature in Summer’24. Your users can create their own personal labels and tag records using that label. These organized records with can be found quickly by going into that specific label. This allows each user to organize their business critical records themselves, in their own way. These labels will …

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