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THE BLOG: WORKFLOW AUTOMATION INSIGHTS

Mastering Salesforce Automation and Workflow Management for Business Success

AI-Powered Lead Assignment in Salesforce

AI-Driven Email Templates in Salesforce

AI-driven email templates in Salesforce can transform your email strategy, with enhanced personalization, efficiency, and accuracy. AI-powered templates dynamically adapt to each recipient, ensuring timely,...

Round Robin Assignment in Salesforce: The AI Effect 

Discover how AI-powered round-robin Salesforce assignment drives efficiency for management of Leads, Cases, and more. This article explores the capabilities and limitations of Salesforce-native round-robin...

Salesforce + Microsoft Outlook: What are your options?  

What are the options for managing Microsoft Outlook calendar and email within the existing Salesforce product stack, and when it might make sense to evaluate...

Managing Customer Service Agent Absence in Salesforce

Managing agent availability can be a hassle, especially without an ‘Out-of-Office’ setting. Q-assign’s new Salesforce feature, 'Keep Available Until,' solves this problem by allowing managers...

Smart Actions: AI-Powered Salesforce Processes at your Fingertips

Smart Actions revolutionizes Salesforce workflows by integrating AI-driven automations that simplify and enhance business processes. Users can leverage AI to automate tasks, enrich data, and...

How Salesforce and AI is About to Transform Banking

Via innovative and streamlined AI-driven operations, traditional banking processes are set to transform....

Einstein Copilot vs AI Services for Salesforce (by Ortoo)

Comparing Salesforce's long-awaited Einstein Copilot with AI Services (on the AppExchange), which offers access to external LLM's like ChatGPT, Gemini and LLaMA...

Case Orchestration: 12 Case Management Hacks

Customer Service leaders and Salesforce Administrators alike are constantly seeking innovative ways to enhance service team performance and customer satisfaction. With the launch of Ortoo’s...