Do you have customer service people who have a hard time finding what they need? Do they waste time jumping between different computer programs? This can cause slow service and unhappy customers. Today, good customer service is super important. A great way to improve it is to use data from other places in your Salesforce system.
1. Sign Up for an Outside Service
First, you set up Salesforce to connect to your other systems. This uses special tools to make a safe link, so Salesforce can understand and use data from other places.
2. Make Actions for Your Team
After Salesforce is connected, you create actions for your team to use in AgentForce.
“These actions are very important because they use the connections you made, letting your team easily get data from other places in their normal work.” -Miles Blake, SOLVD Consultant
3. Connect Actions to What Your Team Talks About
Then, you put these actions into the topics your team talks about with customers in AgentForce. This way, your team always has the right information when they need it, so they can help customers better and faster.
You might wonder how this is different from other Salesforce tools, like Salesforce Connect. Salesforce Connect does let you see outside data, but AgentForce is made just for helping your team help customers.
“Salesforce Connect usually lets you see data, but AgentForce lets your team use outside data in active and changing customer conversations.” -Miles Blake, SOLVD Consultant
Regular ways of connecting programs can be hard and need a lot of computer code. AgentForce makes it easier with simple settings and built-in actions for quick help.
AgentForce can really help your business. When your team can quickly see the right data, they don’t waste time searching or logging into different systems. This makes work easier, helps your team make fewer mistakes, and saves time. In the end, your customers get better, more personal help, and they are happier.
AgentForce and Salesforce’s outside services are a strong combination that greatly improves your team’s work. By connecting outside data to Salesforce, AgentForce makes things easier and helps your team be more effective than other Salesforce tools.
Want to learn more about making Salesforce better and automating your work? Go to SOLVD.cloud or contact us to set up a meeting today.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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