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How to Set up the Basics for Omni Studio Document Generation in Revenue Cloud?
Looking to simplify document generation in Salesforce Revenue Cloud? This guide walks you through the essential setup for OmniStudio, including permissions, templates, and automation. Watch now to optimize your document workflows and boost efficiency!
Can Agentforce pull information from external systems for agents
Tired of switching between multiple systems to get the data you need? Agentforce integrates with external services, providing agents with real-time, actionable insights directly in Salesforce. Learn how this AI-powered solution boosts efficiency, eliminates manual searches, and improves customer interactions.
How to use Agentforce/Einstein Co-Pilot in Marketing Cloud Growth?
Marketing teams are constantly striving to connect with customers effectively, but the struggle to keep up with manual tasks and leverage data can be overwhelming. Imagine a world where AI streamlines your marketing efforts, empowers you to create impactful campaigns, and deepens your customer connections.
AI News: GPT-4.5, XAI’s Grok 3, and OpenAI’s Deep Research tool
Big changes are coming in AI! OpenAI is set to release GPT-4.5, XAI’s Grok 3 is making waves, and new AI agents like OpenAI’s Deep Research are changing the game. How will these updates impact the AI landscape? Watch now to get the latest insights!
How does Agentforce enhance lead conversion
Struggling to convert leads efficiently? With Agentforce’s AI-powered recommendations and automated outreach, sales teams can close deals faster than ever. Learn how Agentforce enhances lead conversion with inbound and outbound guidance—watch now!
Can Agentforce generate custom case reports?
Curious if Agentforce can generate custom case reports? While this feature isn’t available yet, Agentforce still streamlines case management by allowing agents to update, comment on, and close cases effortlessly. Learn how AI-driven automation is shaping the future of customer support!
Does Agentforce support omni-channel routing
Struggling with managing customer service workflows across multiple channels? Agentforce’s omni-channel routing capabilities can help! Learn how it seamlessly directs tasks, optimizes agent workloads, and ensures customers get the right help—fast. Watch now to see it in action!
How do I setup a Product Configuration Rule
Struggling with complex product configurations in Salesforce Revenue Cloud? This guide breaks down how to set up Product Configuration Rules to streamline your sales process. Learn how to define rules, apply conditions, and automate product configurations—making your sales team more efficient than ever!
How Attributes replace the need for ‘Twin Field’ functionality in Revenue Cloud
Still using Twin Fields in CPQ? There’s a better way! With attributes in Revenue Cloud, you can eliminate complex field mapping and let data flow automatically from quotes to orders and beyond. Watch now to see how you can simplify your CPQ setup and make it more flexible.
How does Agentforce utilize AI and machine learning?
Want to boost sales, provide lightning-fast customer service, and create a seamless shopping experience? Agentforce, powered by the dynamic duo of AI and machine learning, is transforming how businesses operate.
How can Agentforce enhance the quoting experience?
From suggesting relevant products and pricing to recommending optimal presentation strategies, Agentforce streamlines the entire process. Want to create quotes that convert and close deals faster?
Does Revenue Cloud track attribute changes on my products on amendments?
Tracking subscription changes manually can lead to errors and frustrated customers. Salesforce Revenue Cloud automates the process, ensuring every update is accurate and seamless. Learn how to simplify subscription management for your business today!
