Salesforce Path

One of the main concerns of Salespersons or anyone using Salesforce is not having a complete picture of what stage a lead/opportunity/order/case is in the business process and what needs to be done at different stages to progress it further. A standard page layout doesn’t have the provision to be able to highlight this information in a cleaner way. This...
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Configure Omni Channel in Salesforce

#Omni-Channel can be effectively used to prioritize the work items, we can route the important work items to agents quickly. It is also used to manage the agents’ capacity so that they can be provided with the number of assignments they can handle. Omni-Channel is flexible, customizable feature, most importantly it can be configured declaratively without writing a single line...
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Implementing Sales Cloud Einstein

Sales Cloud Einstein is a complete AI solution for sales teams that increases sales productivity with machine learning and business sentiment analysis. Sales Cloud Einstein includes automation of key processes, lead scoring, and insights about relevant accounts and opportunities. Please review the below table to understand more about Sales Cloud Einstein features. However in this article, we are going to...
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Brand Your Community Snap-ins Chat

Salesforce has introduced a new way of connecting and communicating with customers by using the Live Agent through a lightning component: Snap-ins. We have already written about how to configure the live agent in communities , please find it here which is required to perform the steps mentioned in this article. Now we are going to discuss how to display...
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