Techilan Pvt Ltd

EINSTEIN BOT STRUCTURE

The main intention of creating bot in our project is to improve customer service through AI-powered NLP and NLU chatbot. And to minimize the efforts of sales agents who were attending each and every customer’s chat request. So now we don’t need Sa’s 24/7 to solve customer queries. The bot provides services like renewal process, to report issues, information management, schedule meetings, answer FAQs, Customer Identification and Authentication etc.

SALESFORCE PLATFORM BASICS

Salesforce is a cloud-based platform that provides software and services to create relevant customer experiences. Starting as Software-as-a-service (SaaS), Salesforce is based on a multi-tenant architecture. This means that multiple customers share common technology and all run on the latest release. There is no worry about the application or infrastructure upgrades, as they happen automatically.

DATA MANAGEMENT

Data management is never easy & things become a little more complex when the data is huge in volume & resides within a Salesforce system. Data management in Salesforce deals with Import/Export of data or records to/from a Salesforce organization. Data can be easily imported into Salesforce through various tools provided by Salesforce. Supported data sources include any program that can save data in the comma delimited text format (.csv).

DATA MODELING

Data modeling is the process of creating a visual representation of either a whole information system or parts of it to communicate connections between data points and structures. Simply it’s a way to model what database tables look like in a way that makes sense to humans. Salesforce Data Model is essentially the manner in which tables of data are represented within your Salesforce database to make them understandable to anyone who views them.

DATA SECURITY IN SALESFORCE

Salesforce is built with security to protect your data and applications. You can also implement your own security scheme to reflect the structure and needs of your organization. However, protecting your data is a joint responsibility between you and Salesforce. The Salesforce security features enable you to empower your users to do their jobs safely and efficiently.Salesforce Data security deals with the security and sharing settings of data as.

Entitlement Management for Lightning Experience

Entitlements in Salesforce enable agents to instantly find out whether the customers are eligible for support, match customers with the appropriate level of service, and manage customer service costs more effectively. So, by creating service timelines for cases, now agents and managers can easily track the progress against service milestones to make sure service level agreements are being met.