Welcome
Optimize Your Salesforce Instance
We specialize in providing Salesforce implementation, customization, and optimization services through AI and automation.
About Salesforce Assistance
Sales Cloud
Service Cloud
Service Cloud
- Data Management
- Data integrity and migration
- Web to lead
- Auto response, queues and routing
- Marketing Campaigns
- Reporting and Dashboards
- Salesforce Features
- Lightning App Builder
- Business Processes
- Security and Access Control
- Flow and Migrating to Flow
- CRM Analytics
- Sales and Communication
- Sales Dialer and Call Monitoring
- Salesforce Billing
- Forecasting
- Integrations
- AppExchange
- Training
Service Cloud
Service Cloud
Service Cloud
- Data Management
- Data migration and integration
- Web to case
- Auto response, queues, routing, and escalations
- Salesforce Features
- Console
- Knowledge
- Business Processes
- Flow and Migrating to Flow
- Integrations
- AppExchange
- Analytics
- Reports and Dashboards
- Training
- Adoption
- Security
- Access Control
AI
Service Cloud
AI
- Einstein
- Activity Capture
- Advanced analytics dashboard
- Automated Contacts
- Einstein Lead Scoring
- Einstein Opportunity Insights and Scoring
- Deal Predictions
- Follow-up Reminders
- Key Moments
- Einstein Account Insights
- Einstein Forecasting
- Einstein Engagement Frequency
- AI for reading and routing email to case
- AI for case notes prompting solutions while the agent is typing notes
- Chatbots using AI