登录查看更多内容

What Salesforce features should you integrate with to maximize your ROI?

由人工智能和领英社区提供技术支持

Salesforce is a powerful enterprise software that can help you manage your customer relationships, sales, marketing, service, and more. But to get the most out of it, you need to integrate it with other systems and tools that can enhance its functionality and efficiency. In this article, we will explore some of the key Salesforce features that you should integrate with to maximize your return on investment (ROI).

此文章中的业界达人

由社区从 3 条内容中精选。了解更多

Coby Litvinsky

Versatile Tech Leader | Data & Product Innovation | Strategic Engineering & Platform Execution

1 Data Integration

Data integration is the process of connecting and synchronizing data from different sources and formats into a unified view. Data integration can help you improve your data quality, accuracy, and completeness, as well as reduce data silos and duplication. Salesforce offers various data integration features, such as APIs, connectors, data loader, and data import wizard, that can help you integrate your data with external systems, such as ERP, CRM, BI, or cloud applications. By integrating your data, you can gain more insights, make better decisions, and optimize your business processes.

添加您的观点

Coby Litvinsky

Versatile Tech Leader | Data & Product Innovation | Strategic Engineering & Platform Execution
举报内容
Tools like jsforce enable access to Salesforce API’s/apps and unlock abilities to both read and write data from your custom applications. For example, you’re designing an analytics dashboard for sales inspection/ performance. You could visualize data by geography, amount, quarter, sales stage, etc… all via the API. It’s also extremely useful for automation and reducing manual updates, common scrubbing tasks, freeing up more time for account reps, field, and support personnel.

已翻译

赞

2 Workflow Automation

Workflow automation is the process of automating repetitive and manual tasks that involve multiple steps and people. Workflow automation can help you save time, reduce errors, and increase productivity. Salesforce offers various workflow automation features, such as process builder, flow builder, approval processes, and workflows, that can help you create and manage complex business logic and workflows. By integrating your workflow automation features with other systems, such as email, messaging, or document management, you can streamline your communication, collaboration, and documentation.

添加您的观点

Kris McCabe, (Award DM), Advanced RITTech, MBCS

Principal Technical Leader | Multi-Cloud Consultant & Architect | Salesforce Course Author on Udemy
举报内容
To maximize ROI in Salesforce for workflow automation, use Process Builder for basic automation and Flow for complex processes. Apex Triggers offer custom solutions where necessary. Build and customize applications with the Salesforce Lightning Platform. Monitor user workflows and experience with Salesforce Reports and Dashboards, and leverage Einstein Analytics for AI-powered insights. Integrate with external systems using Salesforce API, streamline internal communications with Chatter, and automate emails using templates and alerts. Explore AppExchange for additional specialized tools. These integrations enhance efficiency, streamline processes, and support informed decision-making, boosting ROI.

已翻译

赞

3 App Integration

App integration is the process of connecting and exchanging data and functionality between different applications. App integration can help you extend your capabilities, customize your user experience, and leverage best-in-class solutions. Salesforce offers various app integration features, such as AppExchange, Lightning Platform, and MuleSoft, that can help you integrate your apps with thousands of third-party apps and services, such as accounting, e-commerce, social media, or analytics. By integrating your apps, you can create a seamless and integrated ecosystem that meets your specific needs and goals.

添加您的观点

Oleh Polotskyi????

?? IT Leader | ??Cyber Security | ICP-APM | ICP-ATF | ???Automotive | Opinions strictly my own
举报内容
Connect different parts of Salesforce like Sales, Service, and Marketing for a smoother business flow. Add Analytics and other features to make smarter decisions. Also, link with other apps to avoid hassles and ensure your setup suits your business as it changes over time. This helps you get more value from your investment.

已翻译

赞

4 AI Integration

AI integration is the process of embedding artificial intelligence (AI) into your applications and processes. AI integration can help you enhance your intelligence, innovation, and impact. Salesforce offers various AI integration features, such as Einstein Platform, Einstein Analytics, and Einstein Voice, that can help you integrate your AI with your data, analytics, and voice. By integrating your AI, you can unlock new insights, predictions, and recommendations, as well as automate and simplify your tasks and interactions.

添加您的观点

5 Security Integration

Security integration is the process of ensuring the security and compliance of your data and applications across different systems and platforms. Security integration can help you protect your assets, reputation, and trust. Salesforce offers various security integration features, such as encryption, authentication, authorization, and auditing, that can help you integrate your security with your data, apps, and users. By integrating your security, you can ensure the confidentiality, integrity, and availability of your information and services.

添加您的观点

6 User Integration

User integration is the process of enabling and empowering your users to access and use your applications and processes. User integration can help you improve your user satisfaction, engagement, and retention. Salesforce offers various user integration features, such as identity, single sign-on, communities, and portals, that can help you integrate your users with your identity, access, and collaboration. By integrating your users, you can provide a consistent and convenient user experience across different devices, channels, and networks.

添加您的观点

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

添加您的观点

Enterprise Software

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

What Salesforce features should you integrate with to maximize your ROI?

1

2

3

4

5

6

7

1 Data Integration

2 Workflow Automation

3 App Integration

4 AI Integration

5 Security Integration

6 User Integration

7 Here’s what else to consider

Enterprise Software

给文章评分

感谢您的反馈

更多Enterprise Software相关文章

更多相关阅读内容

What Salesforce features should you integrate with to maximize your ROI?

1

2

3

4

5

6

7

1 Data Integration

2 Workflow Automation

3 App Integration

4 AI Integration

5 Security Integration

6 User Integration

7 Here’s what else to consider

Enterprise Software

给文章评分

感谢您的反馈

查看其他技能