GEM – Salesforce AI & Data Cloud Accelerator for Nonprofits
Nonprofits face a data deluge. Donor information, volunteer hours, program results, and finances overwhelm many organizations. This data can inform strategy, improve operations, and boost impact, […]
COMPASS – Salesforce AI & Data Cloud Accelerator for Financial Services Industry
The financial services industry sits on a mountain of data. From customer transactions, investment histories, investment preferences and more. Financial institutions have a wealth of information […]
ECHO – AI & Data Cloud Accelerator for E-commerce industry
ECHO: Extracting customer habits, optimising outreach In the fast-paced world of e-commerce, where transactions unfold at the speed of a click delivering personalized customer experiences has […]
ECHO: Extracting Customer Habits, Optimizing Outreach
Unifying customer data for personalised Customer Commerce Experience Over the recent years more and more customers are moving towards online shopping and E-commerce business are playing […]
Einstein Copilot
Feeling Overwhelmed by Salesforce Data? There’s an AI Assistant for that: Introducing Einstein Copilot. Are you one of those business leaders who have successfully implemented Salesforce […]
Data Pathfinder – A Custom LWC Component for Salesforce Data Cloud by Megnity Technologies.
Salesforce Data Cloud has Data Explorer which acts as a great entry for users to explore the data ingested from different sources. It is a great […]
Prophecy A POC: How Data Cloud Can Help Real Estate Firm Overcome Data Challenges and Boost Customer Experience
Data is the new gold to tap into for any business, especially in the real estate industry, where customer preferences, market trends, and operational efficiency are […]
Best practices for using Data Actions in Salesforce Data Cloud
When working with data actions in Salesforce Data Cloud, it’s essential to follow best practices to ensure data quality, accuracy, and compliance with privacy regulations. Below […]
Stop Fraud and Delight Your Customers: Salesforce Data Cloud for Financial Institutions
Triggering Alerts for Fraudulent Transactions using AI and Data Cloud to Notify Customers: In the world of modern finance and digital transactions, the detection and prevention […]
Data Action in Salesforce Data Cloud
What is Data Cloud Action? Sending an alert or initiating an event based on streaming insights and engagement data is a critical step in the process […]
Dreamforce 2023: A Recap of the Largest AI event of the year
Dreamforce 2023, the world’s largest customer relationship management (CRM) conference, and as Mr. Marc Benioff called it “the largest AI event of the year.” wrapped up […]
4 Levels of Salesforce Data Cloud’s Consent Management Data Model
Data consent management is the process of obtaining and managing consent from individuals to collect, use, and share their personal data. It is an essential part […]
Unlocking Higher ROI: Salesforce Data Cloud Revolutionizes Sales, Service, and Marketing cloud investment
Salesforce applications by and large are very efficient applications that address several business problems with great ease, efficiency and increase the bottom line for the businesses. […]
Driving Data Cloud Value across 4 categories
Where to Start on Salesforce Data Cloud Use Case Ideation Salesforce Data Cloud is a powerful tool that can help you unify and harmonize your data, […]
How to Implement Salesforce Data Cloud Use Case
Building a use case is a typical process that almost all successful business and IT Leaders want to and look forward to as an initial step […]
Data Cloud No Code, Low Code & Pro Code Skills
Salesforce solutions that were implemented on different (sales, service, marketing, etc.,) clouds have always been successful based on experienced technical team members. Depending on the business […]
Know About AI Cloud – Einstein GPT Trust Layer
Trust is one of the major hurdles to the adoption and success of any AI application. Surveys show that, while on the one hand implementing AI […]
What is Salesforce AI Cloud
Artificial Intelligence (AI) has been and will always be one of the tools that will be at the forefront of revolutionizing the services delivered to customers […]
Data Cloud: New Energy Source for CRM
British mathematician Mr. Clive Humby famously quoted “Data is the new oil” in the year 2006, and with businesses producing more data than ever this phrase […]
Interaction Studio: Einstein Recipes Powerful And Flexible ML algorithms
Einstein Recipes: The most powerful personalization tool which uses the machine learning algorithms to promote personalized content to each customer in the form of recommendations on […]
What is CRM Analytics in Salesforce
What is CRM Analytics in Salesforce Salesforce CRM Analytics innovations infuse predictive and prescriptive insights directly in any customer’s workflow. Data, analytics, and AI are the […]
Wealth Management
What is Wealth Management? Wealth Management is a service that gives clients financial and investment advice, accounting and tax services, retirement planning, legal and real estate […]
Person Account & Individual Account
What is a Person Account? In simple terms a Person Account is a Record type of Account Object. Person Account is a combination of Account and […]
Marketing Cloud Personalization – Core Tools
Salesforce Marketing Cloud (SFMC) is one of the most popular cloud-based digital marketing and analytics application providing marketers a fully integrated solution for developing robust campaigns, […]
Integrating Salesforce Insurance Industry cloud with Slack for efficient quote approval
Real time context-based work update enables teams and team members to do their work efficiently and eventually provide great service to the end customers. There are […]
CASE MANAGEMENT ACCELERATOR
The day to day job of an agent involves activities that include acquiring customers and successfully close the process of selling insurance policies. In the due […]
Vlocity Cloud Testing Automation Tool
Typical Testing Landscape With the agile methodology of continual incremental development, a typical sprint cycle is around to 2-3 weeks. In every sprint cycle, each developer […]
Vlocity Tool Kit
Vlocity Tool Kit There are a variety of tools provided by Vlocity to build and design business processes and applications. The tools can be segregated into […]
What is Vlocity: View from a developer lens
Vlocity is an industry-specific cloud CRM solution suite built on the Salesforce platform with Sales Cloud, Service Cloud, Community Cloud, Analytics, etc. Vlocity started by industry […]
Salesforce Debug Log Search Made Simple using LogBoard App
In general, We Salesforce developers spend a significant amount of our time in tracing and finding the errors in debug logs which results in inappropriate usage […]
Connect applications using Mulesoft
Mule is an Enterprise Service Bus (ESB). It consists of ‘flows’ which act as middle layer by routing and transforming data between different systems with high […]
Auto Quote – A Native Lightning Price Quote App for Salesforce
Industries across the world are facing major disruptions. All these are driven by technology, increasing customer demands and changing competitive landscapes. A company can only succeed if it’s able to […]
Marketing Cloud Developer Birds-Eye view
Recently I trained a team member with marketing cloud and stating the obvious I love sharing knowledge. I thought hard enough to explain Salesforce Marketing Cloud […]
Marketing Cloud Data Extension: Bite sized talk
What is it … Data Extension is additional data table for subscriber extended attribute information. How many types … 3 Types: Standard, Filtered, and Random How […]