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Ideaport Riga blog: Future of CRM - Salesforce, Siebel, and Gen AI solutions

Improving Salesforce UX: A Phased Approach and Choosing Between Internal and External UX Team

To make Salesforce CRM highly effective for business and ensure widespread user adoption, a great user experience (UX) is crucial. The optimal method to accomplish this is through a phased approach to UX design, which has demonstrated itself as the gold standard best practice.

This article will explore the different phases of improving Salesforce UX and discuss the advantages of partnering with external resources for UX design.

Improving Salesforce UX: a Business Case

Enhancing the user experience (UX) of Salesforce is not only crucial for user satisfaction but also holds significant business value. In this blog post, we will explore the monetary impact of improved UX and highlight the additional benefits that come with it, such as better decision-making, unlocking innovation, and higher return on investment (ROI) in Salesforce.

Train your Einstein Chatbot using ChatGPT

It is no surprise that Digital service channels are being used a lot more than before the pandemic. Consumers have embraced self-service, chatbots and live chat more in recent years, raising the digital expectation bar. By providing a poor Chatbot experience to your customers, you run the risk of customer churn. Since the rise of ChatGPT, we recommend that organizations invest in the latest generation of chatbots (like Einstein Chatbot) and pay closer attention to chatbot experience design and shift from menu-based to NLP-based or hybrid bots.

All you need to know about Salesforce and Streaming

After reading this article you will:

#1: have a better understanding of the Streaming approach that can be used to integrate with Salesforce;
#2: see the pros and cons of this approach;

#3: know a little more about Apache Kafka;

#4: see how you can maintain your integration;

#5: see how streaming works in practice;

#6: have more food for thought ;)

Shall we begin?

Integrating SalesForce and DropBox

This article will guide you through configuring integration between SalesForce and DropBox, how to avoid user interaction to grant access to DropBox and also how to keep SalesForce notified about changes in DropBox.

There are some situations when you think it would be good to take files from DropBox, parse it in SalesForce and make some operations according to parsed data within SalesForce. Even more, it would be good if SalesForce could take required action right after the file has been changed or uploaded to DropBox.

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