#salesforce cloud quick start

[ourjobagency]

Salesforce Sales Cloud is designed to drive business growth by empowering sales reps to work faster and smarter. Manage and Convert more leads, close more deals, and understand the health of your Sales pipe Line and Opportunities. Help the entire organization by ensuring transparency combined with optimal governance.

Supercharge your business with Salesforce Cloud Quick Start. Seamlessly adopt the power of the cloud with our accelerated implementation solution.https://qrsolutions.com.au/sales-cloud-quick-start-pack/

[incloudca]

What is an ERP system and CRM Consultant Service?

Enterprise resource planning (ERP) and customer relationship management are often the two main software options businesses choose when attempting to automate essential business processes (CRM). CRM helps organizations manage how customers interact with their companies, while ERP connects financial and operational systems to a single database to help businesses run successfully.

 Both are essential data storage facilities. Both cover several departments, and although they occasionally share a platform, the software is frequently purchased independently and integrated as required.

 Salesforce quick launch services

 Salesforce quick launch montreal services enable customers to quickly access employee, partner, and location information. You can benefit from the experience and skills of our Salesforce experts, who provide quick launch services to clients looking for an end-to-end solution. You will receive a consultant with an in-depth knowledge of the Salesforce platform and its different features, as well as be able to make full use of all your data.You can have a good idea about what your business is capable of doing.

 Salesforce is an excellent enterprise resource for improving a business's efficiency. Companies can save time and money by utilizing Salesforce smb Montreal tools and modules.

  Custom development services

 Custom development services are one of the most important elements needed for the success of any business. It can help in various aspects, like the quick response to user requirements and predictive analytics. At incloud, prioritize ensuring you get what you need for custom development services. Custom development services through Software systems play an important role in your business.It can add value to your company and help you to transform from a small firm to a big one.

 We want to understand our clients' requirements, industry and technology environment before we start working with them. We offer bespoke development services to supplement our product line and give our customers more support. Our custom development services won't interest you if you're looking for low-cost development choices with fixed hourly rates or a consultancy arrangement.

 Marketing automation services

 The term "marketing automation" refers to software solutions that support firms in automating their lead generation, sales engagement, and ROI activities. You should thoroughly investigate your target market to target your campaigns better using a marketing automation tool. The gist is that marketing automation creates leads and converts them through personalization. You can use it to look for potential leads and manually and automatically sort through the results to find the best prospects.Consult incloud for excellent salesforce marketing cloud integrators services for your business.

 Business transform services

 A business must re-evaluate all areas of its operations to make a significant business transformation. This adjustment is required to maintain growth in today's fiercely competitive markets. Every organization needs a distinct transformation strategy focused on the client and the employees who carry out the task. Although they are frequently implemented separately, many businesses are using all three to boost the value they offer. These consist of utilizing data, implementing new technology, and concentrating on solutions.

 A CRM consultant is important for any company to have. It is not enough to have the latest software version installed; everyone knows how to use it. Electronic Data Processing (EDP) software needs planning, training and good IT policies to be effective. Delivering an excellent customer experience — and establishing a clear vision and strategy to get there — is important, regardless of whether a firm transforms via digital, solution, data, or all three.

[mindmatricks01]

learn salesforce

Mastering Salesforce: A Comprehensive Guide

Salesforce, a cloud-based customer relationship management (CRM) platform, has revolutionized the way businesses interact with customers and manage operations. Whether you're a budding entrepreneur, a seasoned sales professional, or an IT enthusiast, learning Salesforce can significantly enhance your career prospects and business outcomes. This article provides a step-by-step guide to mastering Salesforce, from understanding its basics to exploring advanced functionalities.

Understanding Salesforce

Salesforce offers a suite of applications designed to help businesses streamline processes and foster better customer relationships. At its core, Salesforce includes the following:

Sales Cloud: Automates sales processes, tracks customer interactions, and provides comprehensive analytics.

Service Cloud: Enhances customer support with features like case tracking and social networking plug-ins.

Marketing Cloud: Manages marketing campaigns across various channels, offering tools for email marketing, social media engagement, and more.

Commerce Cloud: Enables businesses to create seamless online shopping experiences.

Community Cloud: Facilitates collaboration among employees, partners, and customers through branded community spaces.

Analytics Cloud: Provides powerful data insights through reports and dashboards.

App Cloud: A platform for developing custom applications to meet unique business needs.

learn salesforce

Getting Started

1. Sign Up for a Salesforce Account

Begin your Salesforce journey by creating a free account. Salesforce offers a 30-day free trial, which is ideal for exploring the platform's features and functionalities.

2. Familiarize Yourself with the Interface

Take time to navigate through Salesforce's user-friendly interface. Key components include:

Home Page: Displays your tasks, events, and performance metrics.

App Launcher: Provides access to various Salesforce apps.

Tabs: Navigate to different sections such as Leads, Accounts, Contacts, Opportunities, and Reports.

3. Trailhead: Salesforce’s Learning Platform

Salesforce Trailhead is an invaluable resource for learners of all levels. It offers interactive, self-paced learning modules on a wide range of topics, from basic CRM concepts to advanced Salesforce development.

learn salesforce

Core Concepts and Features

1. Objects and Fields

Objects: Represent database tables in Salesforce. They are classified into Standard Objects (predefined by Salesforce, e.g., Accounts, Contacts) and Custom Objects (created to meet specific business needs).

Fields: Represent columns in database tables, holding data about the objects.

2. Records

Instances of objects, similar to rows in a database table, holding individual data entries.

3. Relationships

Define how objects relate to each other. Common types include Lookup Relationships and Master-Detail Relationships.

4. Automation Tools

Workflow Rules: Automate standard internal procedures and processes.

Process Builder: An advanced tool to automate business processes using a visual interface.

Flow Builder: Creates complex automations with various elements like variables, logic, and user interaction.

5. Reports and Dashboards

Reports: Allow you to analyze data by creating detailed, customizable reports.

Dashboards: Provide a visual representation of report data, enabling quick insights.

Advanced Topics

1. Apex

Salesforce’s proprietary programming language, similar to Java, used for building complex business logic and customizations.

2. Visualforce

A framework for building custom user interfaces, which can be completely customized to meet specific business requirements.

3. Lightning Components

A modern framework for developing dynamic web applications for mobile and desktop devices within Salesforce.

4. Integrations

Salesforce can integrate with other systems and applications through APIs, enabling seamless data exchange and process synchronization.

Tips for Effective Learning

Set Clear Goals: Define what you want to achieve with Salesforce, whether it’s improving your sales processes, enhancing customer service, or developing custom applications.

Join the Community: Participate in Salesforce communities, forums, and local user groups to network, share knowledge, and get support.

Practice Regularly: Use Trailhead and your Salesforce org to practice regularly. Hands-on experience is crucial for mastering Salesforce.

Stay Updated: Salesforce releases new features thrice a year. Stay informed about the latest updates and incorporate them into your learning.

Conclusion

Learning Salesforce opens up a world of opportunities in various domains like sales, marketing, customer service, and IT development. By leveraging resources like Trailhead and actively engaging with the Salesforce community, you can build a solid foundation and gradually advance to more complex functionalities. Whether you aim to improve your business processes or enhance your professional skills, mastering Salesforce is a valuable investment in your future.

[techforce-services]

Salesforce Financial Services Cloud and Marketing Automation

With the help of Salesforce Financial Services Cloud (FSC), financial institutions can leverage advanced marketing automation tools to create hyper-personalized and data-driven marketing strategies. In this blog, we explore the synergy between Salesforce Financial Services Cloud and marketing automation, the AI capability within Salesforce, and how Salesforce consulting services play a vital role in realizing the same.

What is Marketing Automation in Financial Services

Financial services marketing automation refers to software and technology that automates marketing tasks and workflows while enabling marketers to perform the tasks and workflows in a more effective and efficient manner.

Marketing Automation in Financial Services: Marketers in financial services are starting to realize its wide advantages in customer engagement, lead generation, and campaign management. Financial institutions can devote more time to developing trust and loyalty by automating repetitive tasks.

Personalised Customer Engagement: With marketing automation, financial institutions can design marketing campaigns that are centric to their clients. Access to data from all touchpoints enables institutions to customize their messaging for each individual client segment.

Converting and Nurturing Potential Leads: Besides, automation tools can also be of help to financial institutions in quick lead conversions & nurturing. Automated workflows help leads to be responded to quickly and content to be displayed at the right time to increase conversions.

Easy Campaign Management: Marketing automation makes the management of complex marketing campaigns easy. Institutions have the ability to quickly build, deploy, and track campaigns across a network of multiple channels providing synchronized messages.

Salesforce Financial Services Cloud: Integrated Marketing Automation

Salesforce Financial Services Cloud offers robust marketing automation capabilities. The integration delivers a holistic view of customers to financial institutions and consistent execution of marketing programs.

Single View of Clients: FSC creates a single unified view of all the interactions clients had across the touchpoints on one platform by aggregating the data from all the sources into a single unified platform. A holistic view provides a deep understanding of clients for financial institutions, promoting better-targeted marketing efforts.

AI-Driven Insights: AI in Salesforce improves marketing automation processes by generating predictive analytics and intelligent insights. AI has the ability to recognize patterns and trends in customer behavior, so firms can use this data to predict customer needs and design advertisements. AI can, for example, be used to forecast when a client is likely to be attracted to a certain financial product, and, thereby, the scheduling and content of marketing communications can be more timely and relevant.

Seamless Integration with Marketing Cloud: Salesforce Financial Service Cloud integrates seamlessly with Salesforce Marketing Cloud as well, which is a pioneer in Marketing Automation solutions. This is a purpose-built integration that allows financial services companies to use more sophisticated marketing tools including email marketing, social media advertising, and personalized content delivery.

Main Benefits of Marketing Automation in Salesforce Financial Services Cloud

The following are some of the key benefits that financial institutions stand to gain from integrating marketing automation with Salesforce Financial Services Cloud:

Better Customer Experience: The customer experience is greatly enhanced through personalized and timely marketing messages. Financial institutions can better relate to their clients with relevant content that resonates with their audience when they understand client needs and preferences.

Saves Time: Automation tools help to simplify the marketing workflows, thus, minimizing the effort exerted in the management of campaigns. This rise in productivity means that instead of marking mundane, repetitive tasks off their checklists, marketing teams can now concentrate on strategic initiatives.

Higher Conversion Rates: Marketing campaigns that have not only been personalized but delivered at the correct time will convert more leads to clients. Automated marketing care strengthens leads down the sales channel with important and interesting material.

Data-Driven Decision Making: Marketing automation will give you insane insights into how your campaigns are performing and how your clients are behaving. This data could be leveraged by financial institutions to increase their conversion rates for marketing strategies and execute better decisions.

Implemented with the Help of Salesforce Consulting Services

Marketing automation in Salesforce Financial Services Cloud can be tricky and it is strategic to rely on the expertise of the Salesforce consulting services team for successful deployment. Together, these services offer specialized staff and strategic counsel to optimize the effectiveness of FSC and marketing automation tools by financial institutions.

Customized Implementation: Salesforce consulting services help in providing customized implementation strategies based on the peculiar requirements of financial institutions. The basic functionality of consultants is to track a process or build a roadmap to connect with FSC to write a customized filter.

Integration and Customization: Financial institutions have diverse and complex IT ecosystems with a mix of legacy systems and 3rd party applications. These Salesforce consultants help in setting up FSC, syncing with other systems for easy flow of data, and processes, and making tasks more efficient.

Education and Support: Marketing automation only works if people actually learn how to use it. Thus, Salesforce consulting services provide a rigorous training program to make sure your marketing team is skilled enough to use it. Consultants also offer continued assistance in resolving problems as well as for performance tuning.

Enabled with Salesforce Financial Services Cloud in Melbourne

Beginning to gain widespread adoption in Melbourne - already a leading Australian city for financial services and the 19th biggest banking center in the world - Salesforce Financial Services Cloud is proving to be a key player for institutions as they seek digital transformation. This is the future with Salesforce Melbourne being the pioneer in this revolution and using FSC offering and automation of marketing to take client engagement and operational efficiency to another level.

Innovation and Growth: Financial institutions in Melbourne are now using FSC to drive new marketing solutions that keep abreast of the changing needs of customers. These institutions integrated Artificial intelligence and other leading-edge technologies to provide personalized, quick as well as safe services.

Collaborative Ecosystem: The financial sector in Melbourne can benefit from a strong ecosystem of financial Salesforce consulting services. Melbourne consultants partner with financial institutions to bring the secure deployment and lifecycle management of FSC and marketing automation tools, supporting continuous improvement and innovation.

In conclusion

Salesforce Financial Services Cloud with marketing automation provides the tools you need to better connect with customers and generate leads, giving your financial services vertical a competitive edge. That same process is only amplified when you add AI on top of Salesforce, where you also then get predictive insights, as well as intelligent automation. With the future in mind, Salesforce consulting services were about to become an even more essential strategic weapon to get the most out of the exact desired outcome of the financial institution. Financial Services Cloud is driving innovation and digital transformation for financial institutions in the industry with Salesforce Financial Services Cloud in Melbourne. Through the use of FSC and marketing automation, they provide personalized and efficient as well as secure services that are consistent with their customers' changing expectations and help them stay ahead in a competitive market. A hopeful New Era of Data-Driven Client-Centric Growth in Financial Services with Salesforce Financial Services Cloud and marketing automation.

[infodrivesolutions01]

From Data to Magic: How Salesforce Uses Data Cloud to Transform Marketing Strategies

In today's competitive business landscape, leveraging data effectively is crucial for delivering personalized and impactful customer experiences. At Salesforce, we harness the power of Data Cloud to transform our marketing strategies and achieve what we call "customer magic." Here’s a closer look at how we do it, and how InfoDrive Solutions can help your business achieve similar success.

1. Start Small and Focus on Value

When embarking on a data-driven marketing journey, it’s easy to get overwhelmed by the sheer volume of data available. Instead of trying to compile all your data upfront, it’s more effective to focus on key use cases that deliver immediate value. This approach helps in balancing quick wins with long-term goals, building momentum that can drive broader adoption across the organization.

Quick Wins for Early Success

To illustrate, Salesforce identified a quick win by utilizing our customer data platform to alert sales teams about key customer and prospect activities on our website. For instance, when a prospect visits a specific product pricing page, sales reps receive insights that help them prioritize accounts and engage in more meaningful conversations. This initial success not only demonstrated the value of our data platform but also garnered support for further initiatives.

2. Treat Your Unified Customer Profile Like a Product

At Salesforce, we believe that the unified customer profile should be treated with the same rigor and strategic importance as our core products and services. This mindset ensures that the profile receives the attention and resources needed to truly drive customer success.

Product Management Approach

We collaborate with internal partners, applying agile development processes to build and refine the unified customer profile. By defining clear objectives and continually measuring adoption, we ensure that our customer profile evolves in alignment with the needs of our users. This approach has enabled us to scale efficiently, maintain high-quality standards, and foster innovation, all while keeping customer success at the forefront.

3. Focus on Data Quality Over Quantity

Quality trumps quantity when it comes to customer data. While it might be tempting to gather every available data point, prioritizing the most meaningful information is far more effective.

Curating Meaningful Data

Salesforce collects hundreds of data points from website interactions, but we focus on the top 10 to 20 fields that provide the most value. These include pages visited, products explored, responses to offers, industry, and geographic location. Our data strategy team meticulously evaluates and classifies data to ensure it meets our standards before integrating it into our customer data platform. This emphasis on data quality ensures that our platform delivers accurate and actionable insights, benefiting everyone who uses it.

4. Personalize Customer Interactions

Effective marketing hinges on the ability to deliver personalized experiences. Salesforce’s Data Cloud allows us to understand customer behavior deeply and tailor interactions to meet individual needs and preferences.

Leveraging Personalization

Using our customer data platform, we create personalized marketing campaigns that resonate with our audience. For example, we can send targeted email campaigns based on specific user actions or preferences, increasing engagement and conversion rates. This level of personalization not only enhances customer satisfaction but also drives business growth.

5. Drive Innovation Through Data-Driven Insights

Data-driven insights are the foundation of innovation at Salesforce. By continuously analyzing customer data, we can identify emerging trends and adapt our strategies accordingly.

Innovative Strategies

Our ability to quickly pivot and innovate is powered by real-time data insights. For instance, if we notice a surge in interest for a particular product feature, we can expedite development and marketing efforts to capitalize on this trend. This proactive approach helps us stay ahead of the competition and meet the evolving needs of our customers.

6. Foster Cross-Functional Collaboration

Successful data-driven marketing requires collaboration across various departments. At Salesforce, we foster a culture of cross-functional teamwork to ensure that our data initiatives are well-coordinated and impactful.

Collaborative Efforts

By bringing together marketing, sales, IT, and data teams, we create a unified strategy that leverages the strengths of each department. Regular meetings, shared goals, and integrated tools facilitate seamless collaboration, resulting in more cohesive and effective marketing campaigns.

7. Ensure Compliance and Build Trust

In an era of increasing data privacy concerns, ensuring compliance and building trust is paramount. Salesforce is committed to maintaining the highest standards of data security and privacy.

Data Security Measures

Our data strategy includes robust security protocols and regular audits to safeguard customer information. We adhere to industry standards and regulatory requirements, ensuring that our data practices are transparent and trustworthy. This commitment to data security not only protects our customers but also strengthens our brand reputation.

8. Measure and Optimize Performance

Continuous measurement and optimization are key to maximizing the impact of data-driven marketing. At Salesforce, we use advanced analytics to track the performance of our marketing efforts and make data-informed decisions.

Performance Analytics

We monitor key performance indicators (KPIs) to assess the effectiveness of our campaigns and identify areas for improvement. This iterative process allows us to refine our strategies, enhance our targeting, and ultimately achieve better results. By leveraging analytics, we ensure that our marketing initiatives are always aligned with our business objectives and customer needs.

Conclusion

The role of software development and data management in driving business growth cannot be overstated. Salesforce’s use of Data Cloud for marketing exemplifies how a strategic approach to data can deliver remarkable customer experiences and drive business success. By starting small, focusing on value, treating the unified customer profile as a product, prioritizing data quality, and fostering collaboration, businesses can harness the power of data to achieve their goals.

At InfoDrive Solutions, we specialize in helping businesses leverage Salesforce and other technologies to drive growth and innovation. Our team of experts is dedicated to delivering customized solutions that meet your unique needs and propel your business forward.

Get a FREE Consultation! Reach out to us at contact@infodrive-solutions.com to discuss how we can help you leverage Salesforce and Data Cloud to deliver exceptional customer experiences and drive business growth.

As a Salesforce Managed Service Provider, InfoDrive Solutions is your trusted partner in navigating the complexities of data management and software development to achieve unparalleled business growth.

[manrastechnology]

The Ultimate Guide to the Customer Experience with Salesforce Commerce Cloud

Why a positive customer experience is important?

Customer experience is important for creating a bond of trust between the customers and the firm. Positive feedback from customers increases the chances of referrals and bigger orders for your brand. Manras looks forward to offering excellent customer service unique from other companies. Customers can leave after a bad experience. Engaging with customers provides helpful suggestions to improve goods, services, and procedures.

Given below are some of the tips for improving Customer Experience with Salesforce Commerce Cloud:

Understanding Customer Experience:

Customer experience (CX) is the relationships a customer has with a company. It involves both direct and indirect connections, such as going to a website or watching an advertisement, as well as making a purchase or getting in touch with customer service.

Personalization of Shopping Experience: 

As a growing firm, the staff has to keep track of the entire customer base. You need to collect useful data like their purchase history, browsing history, demographics, and preferences. Divide your customer base into groups based on factors like demographics, purchase history, or interests. This will help you to target groups with personalized offers and recommendations.

Salesforce Commerce Cloud offers tools for keeping track of customer inquiries, providing support, and taking care of issues properly. This helps to build trust and loyalty among users.

Smooth shopping experience: 

One of the best ways to smoothen the shopping experience is to start by improving page loading times, simplifying the checkout process, and minimizing the time to complete a purchase. You can also provide better product descriptions, images, specifications, and reviews, to help customers. You can also simplify the returns for your customer base.

Salesforce Commerce Cloud helps users enjoy a smooth and easy checkout process. It has options for guest checkout, saved payment methods, and even flexible shipping choices. This makes it quick and easy to complete transactions.

Improving Customer Service and Support:

All the firms can start by providing support through phone, email, live chat, social media, and self-service portals to meet customers where they are. You can also use customer relationship management (CRM) software like Salesforce Commerce Cloud to track and manage customer interactions effectively. Another good solution is to provide automated order status notifications, troubleshooting tips, and follow-up communication after issue resolution.

Salesforce Commerce Cloud will collect feedback from customers through surveys, reviews, and feedback forms. They will make use of insights from customer feedback to identify issues and opportunities to improve the customer experience. Manras makes use of analytics and reporting tools to identify trends, patterns, and areas for improvement.

Conclusion:

Salesforce Commerce Cloud, also known as Salesforce B2C Commerce, is a cloud-based eCommerce platform that is made to help businesses. It helps in creating unique, smooth, and user-friendly experiences. It can work across different channels, like web, mobile, social, and more. 

Manras offers you Salesforce Commerce Cloud integration services in your system, which keeps track of customer inquiries, provides support, and takes care of issues properly. This helps to build trust and loyalty among users. 

With Manras consultation of Salesforce integration users can browse and buy from their smartphones because it has mobile-friendly features that ensure a smooth and simple shopping experience.

With the help of Manras salesforce integration specialist your clients can browse and buy from their smartphones because it has mobile-friendly features which ensure a smooth and simple shopping experience.

Now keep track of customer inquiries, provides support, and takes care of issues properly. 

Read More: https://www.manras.com/the-ultimate-guide-to-the-customer-experience-with-salesforce-commerce-cloud/

[jcmarchi]

Messaging your AI pricing model

New Post has been published on https://thedigitalinsider.com/messaging-your-ai-pricing-model/

Messaging your AI pricing model

This article is based on Ismail Madni’s brilliant talk at the Product Marketing Summit in Austin, hosted by our sister community, Product Marketing Alliance.

More and more AI capabilities are being added to product roadmaps every single day. Even companies that aren’t using true AI are still incorporating increasingly advanced capabilities into their product. 

This gives us all a golden opportunity to rethink how we price our offerings and the story behind that pricing – and that’s what I’m excited to talk to you about today.

A brief history of software pricing models

Let’s start by taking a quick look at the history of software pricing models. 

We need to understand not just pricing and packaging, but also the storytelling around it. However, back in the 80s and 90s, there really wasn’t much of a pricing story to be told. It was mostly one-time, large upfront purchases for on-premise software. You’d have some annual maintenance fees too. The story was just “this is the cost versus the value.”

In the late 90s and early 2000s, we saw the rise of cloud products with subscription models like Salesforce – monthly, annual, or multi-year recurring payments. It was cheaper upfront and the products were constantly updated, so there was real value there. But the pricing story didn’t evolve much – it was just “it’s cheaper to buy with a subscription.”

Today, we see a lot of subscription and usage-based pricing models. I’m a big fan of usage-based pricing because it directly ties the cost to the value the customer receives – the actual outcomes you’re providing them. It’s much more of a pay-as-you-go approach. 

There are tons of examples of usage-based pricing in B2B – examples like Zapier (per task/zap), Eventbrite (per event), Snowflake, and AWS (per resource). Their pricing directly ties to the outcomes being delivered. It’s a win-win – vendors have to keep providing value, while customers only pay for what they actually use. 

How to tell a story with usage-based pricing

AI capabilities fit beautifully into the usage-based approach and the stories you can craft around it. The usage metrics you select as pricing inputs can directly shape that narrative.

Are you creating new workflows and saving time? Are you making people more efficient? Broadly speaking, AI is going to do one of those things – help users move faster, be more productive, save money, or enable new ways of working. 

How to craft compelling messaging around your pricing strategy

To see how you can use your pricing model as the foundation of a story that resonates with buyers, let’s look at a couple of real-world examples – one from Intercom and one from GitHub.

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Boomi on Azure

Boomi on Azure: Powering Your Cloud Integration Strategy

Organizations rapidly migrate their applications and data to platforms like Microsoft Azure in today’s cloud-centric world. This transition unlocks scalability, flexibility, and cost efficiency. However, ensuring seamless communication between these cloud-based systems and any remaining on-premises applications becomes a critical challenge. This is where Boomi comes in as a powerful iPaaS (Integration Platform as a Service) solution.

What is Boomi?

Boomi is a market-leading iPaaS that provides a unified platform for streamlining application and data integration across various environments. Its key features include:

Drag-and-drop interface: Boomi’s visual interface eliminates the need for complex coding, enabling technical and non-technical users to design integrations.

Pre-built connectors: Boomi offers a vast library of connectors for popular cloud and on-premises applications, including those within the Azure ecosystem.

Data transformation and mapping: Seamlessly transform data formats to ensure compatibility between disparate systems.

Master data management: Manage and synchronize master data across your enterprise.

API management: Build, deploy, secure, and manage APIs.

Why Choose Boomi on Azure?

Deploying Boomi on Azure delivers a powerful combination of benefits:

Azure Integration: Boomi’s deep integration with Azure services (such as Azure Blob Storage, Azure SQL Database, Azure Functions, and more) enables you to build robust, high-performance hybrid integrations.

Global Reach: Leverage Azure’s global data centers for your Boomi Atoms (runtimes). This ensures low-latency integration processes, no matter where your data or applications reside geographically.

Scalability: Easily scale your Boomi deployment within Azure as your integration needs grow.

Security: Azure provides robust security controls and certifications, helping keep your integrations and data safe.

Cost-Effectiveness: Pay-as-you-go pricing models with Azure and Boomi allow you to optimize costs based on usage.

Real-World Use Cases

Here are typical examples where Boomi on Azure adds value:

SaaS Integration: Connect Azure-based services to other SaaS applications (like Salesforce, Workday, etc.) or on-premises systems.

Customer Data Synchronization: Ensure customer data is consistent across Azure-based CRM systems, on-premises databases, and other applications.

B2B/EDI Integration: Connect with external partners and manage electronic data interchange (EDI) transactions.

Microservices Orchestration: Implement API-led connectivity and integrate with various microservices on Azure.

Getting Started with Boomi on Azure

Boomi Account: If you don’t have one, sign up for a Boomi trial account.

Azure Subscription: You’ll need an active Azure subscription to deploy resources.

Boomi Runtime: Deploy a Boomi Atom (a lightweight runtime engine) within an Azure virtual machine or use Boomi’s ARM (Azure Resource Manager) templates for quick Molecule (Kubernetes-based) deployments.

Build Integrations: Start creating your integrations using Boomi’s intuitive drag-and-drop interface.

Boomi’s cloud-native capabilities and its integration with Azure make it an excellent choice for organizations moving towards a cloud-first or a hybrid IT strategy. If you’re looking to simplify your cloud integration challenges, explore the power of Boomi on Azure!

You can find more information about Dell Boomi in this  Dell Boomi Link

 

Conclusion:

Unogeeks is the No.1 IT Training Institute for Dell Boomi Training. Anyone Disagree? Please drop in a comment

You can check out our other latest blogs on  Dell Boomi here – Dell Boomi Blogs

You can check out our Best In Class Dell Boomi Details here – Dell Boomi Training

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SNOWFLAKE SALESFORCE

Snowflake and Salesforce: A Match Made in the Data Cloud

Salesforce is the undisputed king of customer relationship management (CRM), defining how businesses interact with customers. Snowflake is a rapidly growing force in cloud data warehousing, offering near-limitless scalability and a powerful platform for data analytics. When these two powerhouses team up, the result is a turbocharged data strategy for your business.

Why Integrate Snowflake and Salesforce?

Salesforce is a treasure trove of customer data—interactions, purchase history, demographics, and more. But all that valuable data can be siloed, making it difficult to understand your customers and business entirely. Here’s where Snowflake shines:

Centralized Data Warehouse: Snowflake is a central repository for all your business data, including Salesforce data. This breaks down data silos and creates a single source of truth for analytics and decision-making.

Enhanced Analytics: Snowflake’s robust analytics engine allows you to slice and dice your Salesforce data in conjunction with data from other sources. This will enable you to gain deeper insights into customer behavior, campaign performance, and sales trends.

Improved Machine Learning: Snowflake’s scalable computing power unlocks advanced machine learning and AI capabilities. Develop predictive models on your Salesforce data to forecast churn, personalize recommendations, and optimize marketing spend.

Real-Time Action: Snowflake’s near-real-time data ingestion means changes in your Salesforce data are reflected almost instantly in your analytics. This enables timely decision-making and data-driven actions.

How Integration Works

There are a few ways to integrate your Snowflake and Salesforce environments smoothly:

Native Connectors: Salesforce offers native connectors for seamless data transfer to Snowflake. These connectors handle data synchronization, transformation, and secure access.

ETL Tools: For more complex transformations or integration with multiple data sources, third-party ETL (Extract, Transform, Load) tools can bridge the gap between Salesforce and Snowflake.

Snowflake’s BYOL Data Sharing: For a zero-ETL approach, Snowflake’s “Bring Your Own Lake” (BYOL) Data Sharing allows customers to access Salesforce data directly within the Snowflake environment.

Key Benefits

Here’s a quick recap of the benefits this integration brings:

360-Degree Customer View: Unify Salesforce data with other enterprise data to thoroughly understand your customers.

Faster, Data-Driven Decisions: Make informed choices backed by real-time insights from your combined data sets.

Streamlined Operations: Reduce ETL overhead and simplify data management with a centralized platform.

Scalability: Handle massive volumes of data as your business grows, thanks to Snowflake’s elasticity.

Get Started with Snowflake and Salesforce

The journey to a powerful Salesforce and Snowflake integration starts with:

Assessing Your Needs: Analyze what insights you want and what other data sources must be integrated.

Choosing the Right Integration Method: Select the integration approach (connectors, ETL, BYOL) that best suits your needs.

Partnering for Success: Consider working with experienced consultants to streamline implementation and get the most out of the system.

If you’re ready to supercharge your customer insights and drive better business outcomes, integrating Snowflake with Salesforce is a winning strategy.

You can find more information about  Snowflake  in this  Snowflake

Conclusion:

Unogeeks is the No.1 IT Training Institute for SAP  Training. Anyone Disagree? Please drop in a comment

You can check out our other latest blogs on  Snowflake  here –  Snowflake Blogs

You can check out our Best In Class Snowflake Details here –  Snowflake Training

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Tableau Made Simple: Beginner's Tutorial for Quick Learning

Welcome to Tableau Made Simple! In this beginner's tutorial, we'll take you through the essential steps to get started with Tableau. Whether you're new to data visualization or looking to enhance your skills, this guide will help you navigate Tableau's powerful features in easy-to-understand language. By the end of this tutorial, you'll be equipped to create stunning visualizations and gain valuable insights from your data.

1. Introduction to Tableau

Let's begin with the basics. Tableau is a leading data visualization tool that allows users to create interactive and shareable dashboards. It enables users to connect to various data sources, visualize data in different formats, and analyze trends and patterns efficiently. Whether you're working with spreadsheets, databases, or cloud services, Tableau provides a user-friendly interface to explore and present your data effectively.

2. Installing Tableau Desktop

To start using Tableau, you'll need to install Tableau Desktop, the primary application for creating visualizations. You can download a free trial version from the Tableau website and follow the installation instructions. Once installed, launch Tableau Desktop to begin your data visualization journey.

3. Connecting to Data Sources

Tableau allows you to connect to a wide range of data sources, including Excel files, databases like SQL Server and Oracle, cloud services like Google Analytics and Salesforce, and more. To connect to your data source, simply click on the "Connect" option in Tableau Desktop and choose the appropriate connection type. Follow the prompts to establish a connection and import your data into Tableau.

4. Building Your First Visualization

Now that you've connected to your data source, it's time to create your first visualization. Tableau offers a drag-and-drop interface, making it easy to build visualizations without writing any code. Start by selecting the fields you want to include in your visualization and drag them onto the canvas. Tableau will automatically generate a suitable visualization type based on your data, such as a bar chart, line chart, or scatter plot.

5. Customizing Visualizations

Tableau provides extensive customization options to tailor your visualizations according to your preferences. You can adjust colors, fonts, labels, and other properties to enhance the clarity and aesthetics of your visualizations. Experiment with different chart types and formatting options to find the best representation of your data.

6. Adding Interactivity

One of Tableau's key strengths is its interactive capabilities. You can add interactivity to your visualizations by creating filters, parameters, and actions. Filters allow users to dynamically explore data by selecting specific criteria, while parameters enable users to control aspects of the visualization, such as date ranges or categories. Actions enable users to interact with multiple visualizations simultaneously, facilitating deeper insights and analysis.

7. Creating Dashboards

Dashboards are collections of visualizations arranged on a single screen for comprehensive data analysis. Tableau allows you to create interactive dashboards by combining multiple visualizations, filters, and other components. To create a dashboard, simply drag and drop visualizations onto the dashboard canvas and arrange them as desired. You can also add titles, text boxes, and images to provide context and insights.

8. Sharing Your Work

Once you've created your visualizations and dashboards, you can easily share them with others. Tableau offers various sharing options, including publishing to Tableau Server or Tableau Online, exporting as an image or PDF, or embedding in a webpage or presentation. Sharing your work allows you to collaborate with colleagues, stakeholders, and clients, enabling informed decision-making based on data-driven insights.

9. Learning Resources and Community Support

As you continue your Tableau journey, take advantage of the abundant learning resources and community support available. Tableau offers free training videos, tutorials, and documentation on its website to help you master the tool. Additionally, join the Tableau Community to connect with fellow users, ask questions, and share your experiences. The Tableau Community is a valuable resource for learning new techniques, troubleshooting issues, and staying updated on the latest developments in data visualization.

In conclusion, Tableau is a powerful tool for data visualization and analysis, and this beginner's tutorial has provided you with the foundational knowledge to get started. With its intuitive interface, extensive customization options, and interactive capabilities, Tableau empowers users to create insightful visualizations and drive data-driven decision-making. So why wait? Dive into Tableau today and unleash the full potential of your data!

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Field Service Management Market- Future Growth Prospects for the Global Leaders | Credence Research

The latest market report published by Credence Research, Inc. “Global Field Service Management Market: Growth, Future Prospects, and Competitive Analysis, 2019 – 2027. The field service management market worldwide is expected to grow with a CAGR of 18.0% during the forecast period from 2019 to 2027, starting from US$ 3.01 Bn in 2018. Increasing adoption of cloud-based field service management solutions and mounting demand for agility for quick answers shall drive the field service management market.

Field Service Management (FSM) is a rapidly growing market that encompasses a range of software solutions and tools designed to streamline and optimize the management of field service operations. These operations typically involve the dispatching of technicians or field workers to remote locations to perform tasks such as installations, repairs, maintenance, and inspections. FSM solutions are used across various industries, including manufacturing, telecommunications, utilities, healthcare, and more, where efficient field service is critical to customer satisfaction and operational success.

The adoption of mobile technology has significantly impacted the FSM market. Field service technicians now have access to mobile apps and devices that enable them to receive work orders, access customer information, and update service records while on-site. This mobility not only boosts productivity but also ensures data accuracy and transparency in the field.

The FSM market is also witnessing a shift towards cloud-based solutions. Cloud-based FSM software offers scalability, flexibility, and accessibility, making it an attractive option for businesses of all sizes. It eliminates the need for extensive IT infrastructure and allows companies to easily integrate FSM with other enterprise systems like CRM and ERP, facilitating a holistic view of customer interactions and business operations.

Field Service Management Market Top Report Findings

The Field Service Management Market has emerged as a game-changer in various industries, providing organizations with advanced tools and technologies to streamline their operations. According to recent top report findings, this market is experiencing exponential growth due to its ability to optimize field service processes and improve overall efficiency. One of the key factors contributing to this growth is the increasing demand for real-time monitoring and tracking solutions, enabling companies to manage their workforce more effectively. This includes features such as intelligent scheduling algorithms that prioritize tasks based on technician availability and skill levels, resulting in improved response times and customer satisfaction.

Additionally, these solutions offer comprehensive analytics capabilities that allow businesses to gain valuable insights into their field operations' performance, helping them make data-driven decisions for future improvements. Furthermore, the advent of mobile applications has revolutionized field service management by empowering technicians with instant access to vital information like customer history or inventory status while they are on-site. The integration of emerging technologies like artificial intelligence (AI) and machine learning further elevate the potential of this market by automating certain aspects of decision-making processes or predicting maintenance needs before they occur.

List of the prominent players in the Field Service Management Market:

Oracle

Microsoft, Inc.

ClickSoftware

ServiceMax

Astea

Comarch

Salesforce

Trimble

Field Service Management Market Partners and Acquisitions

The Field Service Management market is witnessing a surge in partnerships and acquisitions as companies strive to enhance their capabilities and expand their footprint within the industry. This trend can be attributed to the increasing demand for innovative technologies that streamline field operations, resulting in improved productivity and customer satisfaction. Market players are strategically joining forces with technology providers, system integrators, and consulting firms to tap into new markets, foster innovation, and gain a competitive edge.

These partnerships also facilitate access to resources, knowledge sharing, and expertise exchange that drive enhancements in solution offerings for businesses of all sizes across various sectors including manufacturing, healthcare, utilities, telecommunications, and transportation. Moreover, through targeted acquisitions of specialized field service management software providers or start-ups with promising solutions on the horizon; organizations are rapidly diversifying their product portfolios while reinforcing their position as reliable end-to-end service providers. The Field Service Management market partners ecosystem is dynamically evolving; driving continuous advancements in this tech-driven sector.

Browse 247 pages report Field Service Management Market By Component (Solution, Service), By Deployment Model (On-premise, Cloud-based), By Organization Size (Large Enterprises, Small And Medium-Sized Enterprises), By End-User (IT Enabled, Healthcare, Energy & Utilities, Manufacturing, Construction And Real Estate, Transportation And Logistics) – Growth, Future Prospects And Competitive Analysis, 2019 – 2027 - https://www.credenceresearch.com/report/field-service-management-market

Field Service Management Market Growth Factor Worldwide

The Field Service Management Market has witnessed significant growth worldwide in recent years, owing to several key factors. One of the primary growth factors is the increasing demand for efficient and streamlined field services across various industries such as manufacturing, healthcare, energy, and telecommunications. Organizations are realizing the importance of optimizing their field operations to improve customer satisfaction and reduce operational costs.

Furthermore, technological advancements in cloud computing, artificial intelligence (AI), Internet of Things (IoT), and mobile applications have revolutionized the field service management landscape by providing real-time insights into field operations, automating manual processes, and enhancing overall productivity. These technological innovations enable businesses to schedule appointments efficiently, track technician locations on a map in real-time, automate work orders through mobile devices while ensuring seamless communication between technicians on-site and back-office staff.

Additionally, these solutions offer predictive maintenance capabilities that help organizations identify potential equipment failures beforehand – eliminating unplanned downtime while improving asset longevity. The increasing adoption of field service management software by small-medium enterprises (SMEs) also contributes significantly to market growth as it helps them achieve operational efficiency similar to larger enterprises within constrained budgets.

Why to Buy This Report-

The report provides a qualitative as well as quantitative analysis of the global Field Service Management Market by segments, current trends, drivers, restraints, opportunities, challenges, and market dynamics with the historical period from 2016-2020, the base year- 2021, and the projection period 2022-2028.

The report includes information on the competitive landscape, such as how the market's top competitors operate at the global, regional, and country levels.

Major nations in each region with their import/export statistics

The global Field Service Management Market report also includes the analysis of the market at a global, regional, and country-level along with key market trends, major players analysis, market growth strategies, and key application areas.

Browse Complete Report- https://www.credenceresearch.com/report/field-service-management-market

Visit our Website- https://www.credenceresearch.com

Related Reports- https://www.credenceresearch.com/report/saudi-arabia-data-center-market

https://www.credenceresearch.com/report/digital-transformation-market

Browse Our Blog- https://hackmd.io/@vanshikashukla/field-service-management-market

About Us -

Credence Research is a viable intelligence and market research platform that provides quantitative B2B research to more than 10,000 clients worldwide and is built on the Give principle. The company is a market research and consulting firm serving governments, non-legislative associations, non-profit organizations, and various organizations worldwide. We help our clients improve their execution in a lasting way and understand their most imperative objectives. For nearly a century, we’ve built a company well-prepared for this task.

Contact Us:

Office No 3 Second Floor, Abhilasha Bhawan, Pinto Park, Gwalior [M.P] 474005 India

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Trust Greytrix for end-to-end expert Salesforce Consulting Services!

Salesforce is the leading CRM solution worldwide, empowering businesses to exceed customer expectations and enhance their sales, service, and marketing efforts. This cutting-edge cloud-based software is revolutionizing how businesses interact with customers.

Whether you want to tailor Salesforce to meet your business-specific needs or improve your current CRM approach, Greytrix is the best bet for all your Salesforce requirements. As a certified Salesforce Implementation & Consulting Expert, we implement & optimize your business workflows and rules in your Salesforce org. We make sure we’re with you throughout your CRM journey with a well-thought CRM strategy, Salesforce best practices, and methodologies.

Our end-to-end Salesforce consulting services enhance your lead conversion rate, customer experience, and opportunity management. With our Salesforce expertise and unique approach, we help you to unlock most Salesforce Products, starting from Salesforce Service Cloud, Salesforce Marketing Cloud, Salesforce Pardot, and more. As a Salesforce Partner, we help mitigate risk, maximize your investment, and ensure the project’s success.

Moreover, to help you implement Salesforce Products as desired, we go the extra mile to enhance your functionalities by implementing third-party apps like Marketo to automate your marketing activities and Workato to optimize integration experience with seamless data management. Whether you’re looking to implement Hubspot to effectively attract, engage, and convert leads or Ring Central to enhance communication capabilities, we’re here to guide you in maximizing the power of your Salesforce.

If you’re already using Salesforce CRM, we assist you in adopting best practices aligned with industry trends, thereby helping you achieve a better return on investment through valuable consultations.

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Boost Customer Retention

Our Implementation Approach

Experience enhanced operational efficiency with our support! We thoroughly assess your business readiness, ensuring a stress-free and seamless experience. By finely tuning your business operations and introducing efficient workflow automation, we’ll unlock new levels of productivity.

Average Deployment Time: 60-120 Days

Salesforce Suite of Products

Let’s have quick glimpse at our Salesforce Services

Our Unbeatable Salesforce Services

At Greytrix, the path from idea to implementation is hassle-free as our robust Salesforce Services allow us to build a customized solution that best aligns to your business goals. Accelerate your success journey today with our end-to-end Salesforce services (Implementation, Platform Consulting, Customization, Integration, Migration, and Support.)

We go beyond delivering Salesforce Implementation with our Salesforce AMS

We treat your business as our own and take pride in resolving all your challenges. As a long-term Salesforce Implementation Expert & Consulting Partner, we offer in-moment query resolution, expert guidance, and on-demand training sessions to ensure fine-tuned implementation. We guide towards excellence with Salesforce AMS by providing complete ongoing support through 24/7 Support services, Communication Channels, and, Scope strategies

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Are you looking for Salesforce Implementation Expert or Salesforce Consulting Partner? We’ve got you covered! We value your business and want to ensure your success. Our expert team is here to provide the perfect Salesforce implementation for your booming business.

Reach out to us today at salesforce@greytrix.com or call us at 1 888 221 6661 to explore our services and boost your business together! Don’t wait, Act now!

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[ivedatadriven]

Why Power BI Service Is Your Ultimate Decision-Making Companion?

Imagine wading through a sea of complex data, trying to make sense of it all to drive informed business decisions. Sounds daunting, right? Well, not when you have Power BI Service by your side! This innovative software allows you to effortlessly aggregate, analyse, and visualise your data in real-time – enabling you to transform confusion into clarity. In this persuasive blog post, we'll delve into the remarkable capabilities of Power BI Service and discover how it can become your ultimate decision-making companion.

Power BI Service And What It Can Do

Power BI Service is a cloud-based business intelligence tool that allows users to aggregate, analyse, and visualise data in real-time. The software is designed to work seamlessly with other Microsoft products, making it an ideal solution for businesses that use a variety of Microsoft technologies. One of the key benefits of Power BI Service is its ability to provide users with up-to-date information about their business. This means that users can make informed decisions based on the most current data available, rather than relying on outdated information that may no longer be relevant. Power BI Service also offers a number of features that make it easy to create stunning visualisations of your data, which can help you communicate your findings to others in a clear and concise way.

Real-Time Data Updates at Your Fingertips

If you're looking for a business intelligence solution that can provide you with real-time data updates, Power BI Service is the perfect choice. This innovative software integrates seamlessly with existing Microsoft solutions, making it easy to aggregate, analyse, and visualise your data. With Power BI Service by your side, you'll be able to make informed decisions quickly and easily – without being bogged down by complex data.

Seamless Integration with Existing Microsoft Solutions

If you're like most business professionals, you rely on Microsoft products and solutions to get your job done. Power BI Service is designed to seamlessly integrate with the Microsoft products and solutions you already use, making it an ideal solution for those who want to take their data analysis to the next level. With Power BI Service, you can easily connect to data sources such as Excel, SQL Server, Dynamics 365, and Salesforce. You can also leverage the power of artificial intelligence (AI) with Azure Cognitive Services to further enhance your data insights. The bottom line is that Power BI Service gives you the ability to make sense of your data quickly and easily – so you can focus on what's really important: running your business.

Streamline The Decision-Making Process

If you're looking for a business intelligence (BI) solution that can help you make quick, informed decisions, then Power BI Service is definitely worth considering. This cloud-based software provides real-time data updates, so you always have the most up-to-date information at your fingertips. Plus, it integrates seamlessly with other Microsoft solutions like Excel and SharePoint, making it easy to get started with and use on a daily basis.

Power BI Service also offers a number of other useful features, such as:

The ability to create custom dashboards and reports

Advanced data visualisation options

A convenient mobile app for access on the go

Whether you're managing a small business or a large enterprise, Power BI Service can help streamline your decision-making process and give you the insights you need to stay ahead of the competition.

Leverage Advanced Analytics

If you're looking for a business intelligence solution that can help you make sense of complex data and drive informed decision-making, look no further than Power BI Service. This innovative software allows you to aggregate, analyse, and visualise your data in real-time, so you can quickly identify trends and patterns. What's more, Power BI Service integrates seamlessly with existing Microsoft solutions like Office 365 and Dynamics 365, making it easy to get up and running. With its powerful data analysis capabilities and easy-to-use interface, Power BI Service is the perfect tool for anyone who wants to take their business to the next level.

Making Connections Through Visualisation

If you're looking for an innovative way to aggregate, analyse, and visualise your data in real-time, look no further than Power BI Service. This cloud-based solution from Microsoft enables you to make informed business decisions with ease, thanks to its ability to connect seamlessly with other Microsoft products and services. With Power BI Service, you'll always have the most up-to-date information at your fingertips, as the software automatically refreshes data on a regular basis. Plus, it's easy to get started with Power BI Service – simply sign up for a free account and connect it to your existing data sources. There's no need for complex installations or configurations, making Power BI Service the ideal choice for busy professionals who need to make sense of their data quickly and efficiently.

Security & Scalability of Power BI Service

When it comes to making data-driven decisions, time is of the essence. With Power BI Service, you can rest assured that you're always working with the most up-to-date information available. This cloud-based solution automatically refreshes your data in real-time, so you can be confident that you're using the latest insights to inform your decisions.

What's more, Power BI Service integrates seamlessly with a host of existing Microsoft solutions – such as Excel, SharePoint, and Dynamics CRM – making it easy to get started with this powerful tool. 

So, whether you're looking to streamline your decision-making process or simply gain greater insights into your business data, Power BI Service is the ideal solution.

Conclusion

With Power BI Service, you can easily transform data chaos into clarity and make informed decisions with confidence. This innovative software provides real-time updates at your fingertips as well as seamless integration with existing Microsoft solutions such as Excel and SharePoint, making it the perfect decision-making companion for any organisation.

So, if you’re looking for a way to take control of your data – without sacrificing accuracy or speed – then look no further than Power BI Service!

Source From: Why Power BI Service Is Your Ultimate Decision-Making Companion?

[altdigitaltechnologies]

How to build an Einstein Bot?

In this demo project, we have built an interactive bot in a Trailhead Playground. Here we will :

Prepare our Experience Cloud site and run Chat to enable Einstein Bots.

Set up an Einstein Bot.

Add prebuilt dialogs and customize the options menu.

Create dialogs, a submenu, and a dialog group.

Write bot conversations using variables and entities.

To set up Einstein Bots for your production org, we need:

A Service Cloud license

A Chat license

Lightning Experience

Step 1: First create an Experience Builder website to test our Live Web Chat and Einstein Bot. We can simply copy and paste the script provided by Salesforce in the Embedded Service Deployment Settings to use the live chat on our external website.

Step 2 :Enable Chat

Click Bot setup icon in the top left.

Select Salesforce Setup.

You should be returned to the All Sites page in the Service Setup. If not, enter Settings in the Quick Find box, then select Settings.

Copy the URL associated with the site.

Click Service Setup to go to Service Setup Home. Service Setup in the Setup gear dropdown.

Click View All and then search for and select Chat with Customers. Recommended Setup in Service Setup Home

Click Start. For Queue Name, enter FAQs.

For Name This Agent Group, enter Chat Agents.

Click the plus sign next to your name, and click Next.

Keep your agents’ chat workload as is, and click Next.

For Website URL, paste the URL you copied from your site and Click Next.

Click the Service tile, then Next.

Keep Offline Support off, and click Next.

You do not need to copy and paste the Chat code snippet. Your Trailhead Playground already has the Embedded Service Chat code to power chats with your customers on your sites or websites. Click Next, then Done.

Step 3 : Add the Chat widget URL to your site’s security settings to allow live web chat.

From Setup, enter Chat in the Quick Find box, then select Chat Settings.

Copy the URL in Chat API Endpoint. The Chat API Endpoint field on the Chat Settings page.

From Setup, enter Sites in the Quick Find box, then select All Sites.

Click Builder next to your site.

Click the Settings icon Settings icon in the upper left.

Click Security.

Change the default Content Security Policy (CSP) from Strict CSP: Block Inline Scripts and Script Access to All Third-party Hosts (Recommended) to Relaxed CSP: Permit Access to Inline Scripts and Allowed Hosts.

Click Allow in the popup window.

In the Trusted Sites for Scripts below the CSP section, click + Add Trusted Site.

For the Name, enter Chat.

For the URL, enter the URL you copied from Chat API Endpoint in Chat Settings.

Make sure Active is checked.

Click Add Site.

Step 4 : Add Embedded Service Chat to Your Site

Now let’s add Embedded Service Chat to your website so customers can quickly get answers to their questions by chatting with an agent in the browser.

From Setup, enter All Sites in the Quick Find box, then select All Sites.

Next to your site, click Builder.

Click the Components icon Lightning bolt icon in the top-left corner to open Components and scroll to the Support section.

Drag the Embedded Service Chat to the template footer. Scroll down the web page to see the template footer at the bottom of the page. Placing Embedded Service Chat in the template footer allows it to appear on all web pages. Snap-ins Chat component added to the template footer.

Click Publish.

Step 5 : With your bot requirements met, you are ready to enable Einstein Bots.

Within Experience Builder, click the Menu icon and select Salesforce Setup. Salesforce Setup highlighted from the Menu icon drop-down.

From Setup, enter Einstein Bots in the Quick Find box, then select Einstein Bots.

In the Settings area:

Click the toggle next to Einstein Bots to turn it On.

Review terms, and click the I’m authorized by my company to accept these terms checkbox to accept them.

Click Try Einstein.

To provide your customers with a menu of options for interacting with your Einstein Bot, click Drop-down icon next to the Bot Options Menu and select Edit.

Select the Enable Einstein Bots Options Menu checkbox and click Save.

Step 5 : Create a New Einstein Bot

From Setup, enter Einstein Bots in the Quick Find box, then select Einstein Bots.

Click New.

The first screen asks you to select the type of bot to build. Select Start from Scratch and click Next. Read more!!