Service Cloud Consultant certification is intended for professionals who have experience in implementing Salesforce Service Cloud. The exam includes testing your concepts on industry knowledge & implementation strategies in general and then moving on to specific service cloud functionalities in Salesforce like case management, knowledge management, analytics, integration & console. More
In one of our previous blog posts, we learnt how to generate pixel-perfect documents from Salesforce using Conga Composer. Now let’s go a step further. Let’s say that the documents that you are generating from Salesforce is a Contract and you need to get it signed by the customer.
Traditionally it will be done by printing the document & mailing it to your customer (with those colorful ‘Sign Here’ labels) where the customer will sign it and mail it back. And then you will probably scan it and store it your system. Elapsed time = 5 days (I am being toooo optimistic here). More
No kidding. Even if you are not a developer, you can still learn the basics of Salesforce REST API in just under 60 minutes. Here is a step-by-step do-it-yourself guide on how to make REST API calls and interact with Salesforce.
But first of all, what is Salesforce REST API? Here is a very simple explanation – Salesforce REST API allows you to interact with Salesforce from outside the Salesforce. That means that you can create/update/delete records in Salesforce from an external program. That means that you can issue a query to Salesforce and get the response. More
Macros can be a huge productivity booster for your end users and can provide a great user experience in using Salesforce. If you have used macros in Microsoft Excel, you already know what it is. Macros in Salesforce also works in the same manner. It helps users perform common, repetitive tasks in a single click. For example, with the click of a button, you can
- send an email to a lead or contact
- update the status of one or more records
- create a task for self and setup due date using relative dates
- create an event (meeting) with Lead or Contact
A chatbot is an application that simulates human conversation, either aloud or via text message. Instead of having a conversation with a person, like a sales rep or support agent, a customer can have a conversation with a computer.
Chatbots can reduce the workload of support agents and free them from doing repetitive tasks. Requests like “What is the status of my order” or “please reset my password” can easily be answered/processed by a chatbot without involving a human.
Bots can’t replace humans. But they can complement the support-chat experience, giving customers a friendly greeting and direct ways to get what they need—fast!
Chatbot in Salesforce is named as Einstein Bots.