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Best Practices of Data Migration to Salesforce

Introduction Businesses feel the need to set up Salesforce Data Migration in the following situations: Replacing old and outdated CRM with Salesforce. Moving from different systems for different to a single unified CRM like Salesforce. Requirement to include advanced features and specifications. Demand to use the auxiliary application, database, or storage system along with the […]

Salesforce Einstein Bot And WhatsApp Integration

Einstein Bots is now available in 180 countries on the world’s largest messaging app, WhatsApp. Einstein Bots Salesforce can interface with WhatsApp to deliver messages to your customers, just like they do with SMS. Bots can also use automation to bring complex cases directly to agents, all on WhatsApp. The native nature brings tons of benefits: […]

Stripe Integration With Salesforce Using REST API

Overview of Stripe and Salesforce Stripe is a leading online payment platform that empowers businesses to securely handle financial transactions over the internet. It offers a robust suite of tools for processing payments, managing subscriptions, and handling various aspects of e-commerce operations. Salesforce on the other hand, is a comprehensive customer relationship management (CRM) platform […]

Top 4 Ways to Boost Productivity in Salesforce Service Cloud

1. Enable Case Deflection via Self Service Portal | Email2Case Channel » Drop in the number of Cases, decreases the support cost significantly. » In web2case, use standard deflection component: https://help.salesforce.com/s/articleView?id=sf.rss_case_deflection.htm&type=5 » Use auto-response rule to resolve frequently asked questions by embedding the solution/knowledge link in emails. » Use auto-response rule to resolve frequently asked […]