Peeklogic Digest: September 2024
Sergii Grushai
CEO & Founder at Peeklogic | I Make Salesforce = ROI | Salesforce Integration & Implementation | AppExchange and Custom Development | Data Migration
September has been another exciting? month, filled with activities and innovations both at Peeklogic and across the Salesforce community. From wrapping up Dreamforce to sharing valuable insights on Salesforce and NetSuite integrations, we have a lot to talk about. Let’s dive into the latest updates and developments.
Wrapping Up Dreamforce 2024: Highlights and Our Team’s Experience
Dreamforce 2024 was an unforgettable event! Our team was soaking in the vibrant atmosphere and connecting with the Salesforce community. We’ve shared our key takeaways, including major announcements like improvements to Einstein AI and new product releases. Peeklogic had the opportunity to meet partners, customers, and fellow innovators, and we’ve summed up the highlights in our latest blog. It was truly an exciting experience, and we’re already looking forward to next year!
Why You Should Integrate Salesforce & NetSuite
In our new article, we explore the top reasons why integrating Salesforce and NetSuite can unlock efficiency and drive growth for businesses. By aligning your CRM and ERP systems, you can improve data accuracy, streamline processes, and foster better collaboration across departments. We break down the benefits of this integration, showing how it can transform operations and provide a competitive edge in today’s fast-paced business world.
Salesforce Health Check: The Key to Optimizing Your CRM
Are you getting the most out of your Salesforce setup? Our latest blog explains the importance of a Salesforce Health Check, which helps identify gaps, potential risks, and areas for improvement in your CRM system. With our detailed guide, you can ensure your Salesforce platform is optimized for peak performance, delivering the best possible results for your business. Don’t wait until something breaks—stay ahead with a proactive health check.
Salesforce Agile Accelerator and Jira Integration
In this article, we delve into how integrating Salesforce Agile Accelerator with Jira can help teams stay agile while ensuring seamless project management. This integration allows users to synchronize tasks and issues across both platforms, fostering collaboration between development and business teams. Whether you’re managing sprints or tracking project progress, our guide outlines how to get the most from this powerful duo.
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How to Integrate Flosum and Jira: A Step-by-Step Guide
Flosum is a popular solution for DevOps on Salesforce, and when integrated with Jira, it becomes even more powerful. Our blog offers a step-by-step walkthrough of this integration, enabling teams to track deployments, manage releases, and resolve issues faster. With the combined capabilities of Flosum and Jira, your organization can achieve greater agility and control over the development process.
How CRM and ERP Integration Strengthens Businesses
Our blog on CRM and ERP integration highlights how bringing these two systems together can lead to better decision-making and more efficient business processes. We discuss the challenges of managing separate systems and how a unified approach can solve them. From improving customer insights to streamlining supply chains, this integration is essential for businesses looking to stay competitive in today’s marketplace.
Salesforce News: What is Agentforce?
Salesforce continues to innovate, and this month they announced Agentforce, a new solution aimed at transforming customer support experiences. Agentforce integrates AI-driven features to enhance service workflows, enabling agents to deliver faster, more personalized support.
There have been rumors swirling in the Salesforce community thar Agentforce is just a rebranded Copilot — but that's simply not true. While Copilot was a step forward, Agentforce represents the culmination of all Einstein products, and Copilot now only makes up about 25% of what Agentforce can do.
What is Agentforce? Agentforce brings together two powerful elements:
?? Assistant: A conversational interface that interacts with all your Salesforce apps, data, and automation. It takes over repetitive tasks, letting employees focus on higher-value work.
?? Agent: The latest pattern that introduces GPT-driven automation capable of working independently from humans. These agents are more than just chatbots; they can autonomously interact with customer data, automate business processes, and even escalate issues when needed.
How Does Agentforce Work? Agentforce uses Large Language Models (LLMs) and Large Action Models (LAMs) to interpret natural language and translate it into business actions. These agents can serve a variety of roles, from sales coach to customer service rep, offering robust L1 support. They integrate with Omni-flows, APIs, and Salesforce Data Cloud, handling complex tasks with ease.
Book a consultation with us to discover how to implement and use Agentforce for your unique business need
Co-Founder of Altrosyn and DIrector at CDTECH | Inventor | Manufacturer
1 个月The integration of Salesforce and NetSuite offers robust benefits for businesses seeking unified CRM and ERP solutions. This synergy streamlines workflows, enhances data visibility, and optimizes operational efficiency. However, achieving seamless data synchronization between these platforms can present complex challenges. How would you address potential data conflicts arising from concurrent updates in both systems?