Salesforce

Innovations and Key Trends at Dreamforce 2024 

Dreamforce 2024, held from September 17-19 in San Francisco, was the world’s largest AI event, showcasing innovations like Agentforce, the first platform for building autonomous agents. Attendees enjoyed transformative keynotes, groundbreaking product launches, and hands-on learning sessions. 

In today’s blog post, we dive into the firsthand experience of our Managing Partner, Alexandre Bento, at Dreamforce 2024. Through his insights, discover the latest innovations and key trends from the world’s largest AI-focused event.  

Alexandre, what were the main trends highlighted at Dreamforce 2024?

Dreamforce 2024 was truly a pivotal event, with two major trends standing out: Agentforce and Data Cloud. Agentforce represents a significant leap in AI technology, introducing autonomous agents capable of handling complex tasks independently. These agents, evolving from the “Copilot” model, are now able to make decisions and execute actions based on real-time data within Salesforce, offering seamless AI integration into business processes. This allows businesses to automate operations more efficiently while maintaining accuracy and speed in decision-making. 

Data Cloud plays a crucial role in supporting this transformation, providing real-time data that powers these AI agents, enabling personalisation and improving operational efficiency. This advancement allows businesses to make informed, agile decisions, transforming how they leverage data across the enterprise. 

Additionally, Tableau Einstein was a standout innovation this year. This next-generation analytics platform combines the power of Tableau with AI, providing predictive and contextual insights directly within workflows. Integrated with Salesforce, it enables businesses to make strategic decisions faster and more effectively. These innovations show that AI and data analytics are becoming deeply embedded in daily operations, elevating automation and personalisation to new heights. 

Which keynote or session was the most impactful for you and why? 

The Main Keynote was the most impactful for me, especially because of the Agentforce announcement and the live demo. Seeing a real-world application of AI-powered agents in action was a game-changer, showcasing how these tools can revolutionise business processes through automation and data-driven decision-making. 

What insights did you gain from the keynote speakers or Salesforce leaders? 

One of the key takeaways from the Salesforce leaders was the emphasis on how fast the business landscape is changing, especially in how customers interact with services. Agentforce will play a pivotal role in reshaping customer engagement through automation, making these interactions faster, smarter, and more efficient. 

Did you see any new Salesforce features or innovations that caught your attention? 

Yes, without a doubt, Agentforce was the highlight. It’s pushing business automation to the next level, allowing AI agents to autonomously handle tasks like customer service inquiries and sales lead qualification. This kind of innovation can significantly streamline operations for businesses. 

How could these innovations impact Target Everest’s clients? 

Agentforce could have a massive impact on our clients by fully automating their customer support journeys. By implementing these AI agents, we can help our clients provide faster, more efficient service, reducing the need for manual intervention and improving overall customer satisfaction. 

Did you participate in any technical sessions or workshops? How was the experience? 

Yes, I took part in several hands-on sessions focused on Agentforce and Data Cloud. These sessions were incredibly valuable for deepening my knowledge of these products. It’s a great opportunity to gain insights, learn new skills, and get a first-hand look at the tools before they’re fully available to the broader community. Plus, the exclusive Salesforce swag was a nice bonus! 

Did you learn anything new that we can apply to our projects? 

Definitely! Once available, we can apply the Agentforce Service Agent to automate customer support processes for our clients. This will greatly improve efficiency and enhance the customer experience, allowing businesses to operate more smoothly. 

How do the discussions at Dreamforce reflect upcoming market trends? 

The discussions at Dreamforce clearly show that Salesforce is deeply attuned to its customers’ evolving needs. Salesforce is a customer-centric company, and the innovations they are introducing—like Agentforce—are directly aligned with what customers are seeking: more personalised, efficient, and data-driven customer experiences. 

Any insights on the future of CRM and digital transformation that our clients should know? 

The biggest realisation from Dreamforce is that the future of customer engagement and interaction will rely heavily on text, voice, and visual inputs. Businesses need to adapt to this new reality quickly by upgrading their digital systems to support these interaction methods. Otherwise, they risk becoming outdated and irrelevant. 

What was your overall experience in terms of learning and inspiration at the event? 

Dreamforce was the best event I’ve ever attended. It offered a wealth of well-curated content, training, workshops, and a showcase of cutting-edge innovations. The level of learning and inspiration was truly unmatched. 

Was there anything memorable or unexpected that you’d like to share? 

Yes, one memorable moment was that I was so engaged in the sessions that I completed and passed two Salesforce certifications in a single afternoon! It was a great achievement and a testament to how immersive and motivating the event was. 

Want to know how Target Everest can apply these innovations to your business? Complete the form, and we’ll get in touch with you soon! 

News|Salesforce

Target Everest Partnership with Vera Solutions for Amp Impact on Salesforce

LISBON, PORTUGAL | LONDON, UNITED KINGDOM, July 25th, 2024 — Target Everest is delighted to announce a new partnership with Vera Solutions, a social enterprise and Certified B Corporation. This collaboration is set to empower nonprofit organizations by providing them with strategic solutions that enhance operational efficiency and generate impactful insights, all through the Amp Impact on Salesforce.

Empowering Nonprofits with Amp Impact on Salesforce

Amp Impact empowers nonprofit organizations to replace complex spreadsheets with a flexible, friendly, and integrated technology solution built on the Salesforce platform. As an Amp Impact implementation partner, we will support clients from initial implementation and integration to training and support services.

“At Target Everest, we believe that even small contributions can make a difference. We are happy to announce our partnership with Vera Solutions around Amp Impact, one of the leading cloud-based solutions for grant management and impact measurement. This collaboration enhances our ability to support non-profit organizations by leveraging Salesforce technology to drive impact in the social sector. Together, we aim to create positive change and make a meaningful contribution to improving the world.”

– Alexandre Bento, Co-Founder and Managing
Partner at Target Everest

Together, Target Everest and Vera Solutions are dedicated to providing organizations with the capabilities to become more efficient in grant management, program management, and impact measurement through Amp Impact on Salesforce.

“We’re happy to announce the expansion of our partner program with Target Everest, a Salesforce Consulting Partner with experience delivering solutions for the past 10 years. We look forward to seeing Amp Impact and Target Everest’s consulting team help more nonprofit organizations create meaningful outcomes.”

– Zak Kaufman, Co-Founder and CEO at Vera Solutions.

About Vera Solutions

Vera Solutions is a 5-time Certified B Corporation driven to amplify the impact of the social sector by providing cloud-based solutions for organizations to manage portfolios and programs, deliver projects, optimize grant management, and measure impact. By building on the Salesforce platform, Vera provides flexible, scalable solutions that enable organizations to become more transparent, accountable, and effective. Over $12 billions of programs, grants, and projects advancing the UN Sustainable Development Goals are managed using Vera’s flagship product, Amp Impact.

Having served over 420 nonprofits, foundations, impact investors, social enterprises, UN agencies, and multilateral organizations, Vera’s team has extensive knowledge of the nonprofit sector and deep experience in delivering the right solutions for many organizations.

To learn more about Vera Solutions, please visit https://www.verasolutions.org/.

About Target Everest

Target Everest is a digital consulting organization specialising in Salesforce solutions. With offices in Slovakia, Portugal, and India, we are dedicated to helping businesses maximize their potential through tailored Salesforce implementations and customizations. Target Everest offers a range of services, including Salesforce integration, support, training, and advisory services.

We work closely with non-profit organizations and other entities to enhance our capabilities and effectiveness. At the core of our operations are the values of integrity, commitment, and excellence, which guide us in building lasting relationships based on trust and transparency. Our team of experienced professionals is dedicated to delivering exceptional service and ensuring our clients’ success through the effective use of Salesforce solutions.

Interested to know more about a solution for non profit? Fill in the form below and we’ll be in touch soon.

Salesforce|Tips

Salesforce Email-to-Case Tutorial

What is Email-to-Case?

     

  • Email-to-Case helps automate customer support by converting received emails from customers into cases and auto-populating fields for quick resolution. Email-to-Case on-demand service manages email traffic outside the network’s firewall and limits messages to 25 MB.

Email-to-Case Key Features and Benefits

     

  • Seamless association of customer responses with original cases, including attachments, streamlining case management.
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  • Comprehensive case reporting tracks both inbound and outbound emails, providing insights into issue resolution processes.
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  • Flexible routing addresses enable the creation of multiple email addresses for converting customer emails into case fields.
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  • Integration with Assignment Rules, Escalation Rules, Workflow Rules, and Auto-Response Rules ensures smooth operation and enhanced efficiency.

Setup Email to Case in Salesforce with Microsoft 365

Before anything we have to set a couple policies in Microsoft 365 Admin

     

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    • Open the Microsoft Admin
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    • In Admin Centers Tab, go to Security
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    • In Email & collaboration tab, go to Policies & rules
         

      • Here go to Threat policies

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      • Then Anti-spam policies

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    • In here click Create policy > Outbound
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    • Follow these Steps during Policy creation
         

      • Set policy name accordingly
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      • Set user, group or domain to include on this policy

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      • On the Outbound Protection Settings, set the Automatic Forwarding Rules to “On – Forwarding is enabled

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Back to your Salesforce Environment

1. The first step is to enable Email-to-Case in Salesforce

     

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    •  Go to Setup
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    •  In “Quick find”, search and open “Email-to-Case” and click on the “Edit” Button

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    •  Select “Enable Email-To-Case” and “On-Demand Service” then click on Save.

_blank2. Next are the Routing Addresses for Email-to-Case

     

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    •  Click on the “New” button from the Routing Addresses related list (at the bottom of the page)

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    •  Define requirements:
         

      • Set the Routing name for the Email-to-Case. The example used is “Exemplo Email To Case”
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      • Set the Email Address where the requests will be received. In this example the used email was “exemploemailtocase@gmail.com”
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      • Check the “Save Email Headers” Checkbox in the Email Settings
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      • If you are the Owner, Under Case Settings, choose Queue in the Case Owner Dropdownlist and select the corresponding Queue.
        If not, just select User in the Dropdownlist and Insert the User
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      • Define the default case priority according to your needs. In this example we defined it as Medium
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      • Define the case origin. In this example we defined it as Email

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      • Click Save

After Finishing, Salesforce will send you an email to your Email Address to verify the email ID

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    • Salesforce will automatically create an email id for you.
       Copy the generated Email Services Address meanwhile.

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Setup Routing on the Email Provider

3.1. Setting Up Routing/Forwarding Rules is the next step with Gmail

Now it is time to configure our email forwarding setting at our outlook, Gmail, or email provider.

     

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    • Configure your email system to forward messages received at exemploemailtocase@gmail.com to auto-generated service addresses.
      As we are using Gmail for the demo. User Gmail Article for Automatically forward Gmail messages to another account

         

      • In your Gmail, click on the settings  icon, See all settings.
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      • Then Click on Forwarding and POP/IMAP tab.
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      • Then click on the “Add a forwarding address” button.

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      • Add forwarding address as the email provided by Salesforce.

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      • With the email added, you will now see a Confirmation Screen saying forwarding email to auto-generated Salesforce email-to-case email ID.

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When you proceed, a new case will be created in Salesforce where you will have to open a link to confirm the forwarding email.

     

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      • Open the Salesforce case in Services and open the link. This means our email-to-case is working!

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      • After opening the link, click the confirm button to ensure the forwarding is set

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      • With this done, our last step is to go to the Gmail Settings again, and turn the forwarding on for the email we just confirmed, then click Save

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With this, we have concluded the Email-to-Case Setup using Gmail

3.2. Here we will show the steps for Outlook instead of Gmail
     

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    •  Accept the request from Salesforce (an email is sent after creating and configuring email-to-case in salesforce)

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    •  Now we have to Define the forwarding rule

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      • Define criteria as needed for these configuration
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      • In action: Choose “Redirect to” and insert previously copied email
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      • Rule Name: SF Environment – Email-to-case – Account test

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      • (Ex: Forwarding Email – Email-to-Case – Account test)

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