December Recap: Salesforce Insights #1
Welcome to the first edition of Salesforce Insights from ENWAY. Here, we've curated our top Salesforce tips & advice to keep you informed and inspired. Let's take a look back at some of the highlights from December.
Salesforce OmniStudio Overview
Salesforce OmniStudio is a user-friendly development platform that enables businesses to quickly and easily build personalized apps with minimal coding.
In the latest ENWAY video, our colleague and certified OmniStudio Developer gives you an overview of this tool and shows its main components.
Watch the full video on YouTube: https://lnkd.in/dB39c9bX
Salesforce Reminder
Want to keep your Salesforce data safe from unauthorized access? Start from these 4 steps:
1?? Enable API Access Control: Request it from Salesforce Customer Support.
2?? From Setup, in the Quick Find box, enter API Access Control, and then select API Access Control.
3?? Limit API access:
? For admins: Only allowlisted apps can access APIs.
? For customers and partners: Only installed apps can access APIs.
4?? Approve specific connected apps: Grant users access through profiles/permission sets.
If you would like to read more: https://lnkd.in/dksyupkM
3 Apps for Efficient Lead Assignment in Salesforce
In Salesforce, you can automatically assign leads to the most appropriate sales reps based on specific criteria. Here is our pick of tools that enhance the in-built functionality and deliver advanced routing solutions.
We've picked the 3 #AppExchange apps to help you assign the right lead to the right manager at the right time.
领英推荐
What's included:
For links and details, read the full post here.
Salesforce Features Explained: Surveys
Here, we explain what surveys are, why they are helpful, and what their advantages are in Salesforce.
How Will Ai Impact the Digital Transformation of Your Business? 3 main trends for 2024
McKinsey & Company's latest research suggests that generative AI has the potential to contribute between $2.6 trillion and $4.4 trillion annually. We chose 3 key insights from the company's "The state of AI in 2023" that could influence the automation of your business in 2024.?
Trend #1 - Multifunctional use of AI
According to the McKinsey report, using AI in just 4 functions — customer operations, marketing and sales, software engineering, and R&D — could account for ≈ 75% of the annual value from generative AI use cases.
Trend #2 - Roles Reshaping
As stated in the McKinsey survey, around 4 in 10 respondents expect more than 20 percent of their companies’ workforces will be reskilled, not decreased.
Trend #3 - Security and Trust
According to the survey, only 21% of respondents using AI have established policies governing employees’ use of generative technologies. Inaccuracy and cybersecurity are the main risks when using AI.
To Wrap It Up, There’s Some Great Wisdom...
Kids, don't listen to Kermit, don't test in prod!
We hope this collection of cool posts brings you some good vibes and fresh ideas. Subscribe to our newsletter and stay tuned for more content!