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BNB Tech Source Inc
6909 W Ray Rd #15-143
Chandler, AZ 85226
Info@megnity.com
Home
About Us
Services
Salesforce
Agentforce
Data Cloud
AI & Data Advisory Services
Platform Services
Integration Services
Migration Services
AI Solutions
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LLM Solutions
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AIOps
Digital Maturity Transformation
Data Services
Data Analytics & Data Science
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Unified Data Management
Databricks
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Solutions
Agent Library - AgentForce Solutions in Action
Echo - Ecommerce Customer insights
Legacy - NonProfit Visitor Analytics
Compass - Finance Industry customer experience
Prophesy - Real Estate Buyer Behavior
Data Pathfinder - Enhanced Data Explorer
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Blog
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Salesforce
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Data Cloud
AI & Data Advisory Services
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AIOps
Digital Maturity Transformation
Data Services
Data Analytics & Data Science
Data Engineering
Data Governance
Unified Data Management
Databricks
Databricks
Databricks + Salesforce
Solutions
Agent Library - AgentForce Solutions in Action
Echo - Ecommerce Customer insights
Legacy - NonProfit Visitor Analytics
Compass - Finance Industry customer experience
Prophesy - Real Estate Buyer Behavior
Data Pathfinder - Enhanced Data Explorer
Industries
Life Sciences
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Retail
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BNB Tech Source Inc
6909 W Ray Rd #15-143
Chandler, AZ 85226
Info@megnity.com
Explore All Our AgentForce Solutions in Action
Visualize the future of Salesforce with our AgentForce solutions
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Agent Library
Agent Library
Agent for Voice Assistance
Voice-Driven Comments:
Add notes and updates to opportunities instantly using only your voice.
Command-Based Discounts:
Apply product discounts quickly with simple, natural voice commands.
Seamless Record Management:
Update customer and opportunity records effortlessly across both mobile and desktop.
On-the-Go Productivity:
Save time between meetings by eliminating typing — stay focused on selling.
Agent for Call Logging
Voice-Powered Capture:
Log customer calls and consultations instantly using natural voice input.
Automatic Transcription:
Convert speech to text in real time, with product names and key details recognized automatically.
Smart Record Updates:
Update opportunity fields and customer records seamlessly without manual effort.
Structured Summaries:
Generate clear, searchable post-call notes that support accurate follow-ups and smarter decisions.
Agent for Call Logging
Voice-Powered Capture:
Log customer calls and consultations instantly using natural voice input.
Automatic Transcription:
Convert speech to text in real time, with product names and key details recognized automatically.
Smart Record Updates:
Update opportunity fields and customer records seamlessly without manual effort.
Structured Summaries:
Generate clear, searchable post-call notes that support accurate follow-ups and smarter decisions.
Agentforce for Slack (Agentorce + Slack Integration)
In-Slack Quote Creation:
Sales reps can create and compare quotes directly in Slack, reducing time and improving accuracy.
Instant Quote Comparison:
Automatically highlights differences between new and previous quotes — pricing, discounts, and configurations.
Smart Order Tracking:
Customer Service Repcan check order status, track shipments, or raise support cases — all within Slack.
Salesforce Sync:
All updates are instantly reflected in Salesforce, ensuring data consistency.
Multi-Agent, Multi-Org Ready:
Supports multiple Salesforce orgs and AgentForce instances in one Slack workspace.
Agent for Sales Opportunity Summary
Flow Integration:
Created a flow to fetch open opportunities for specific accounts.
Opportunity Management:
Added a new topic in Agentforce for real-time opportunity summaries.
Automated Insights:
Agent provides opportunity counts, stages, and next action recommendations.
Contextual Updates:
Automatically delivers insights based on account name input.
Agent for Sales Opportunity Summary
Flow Integration:
Created a flow to fetch open opportunities for specific accounts.
Opportunity Management:
Added a new topic in Agentforce for real-time opportunity summaries.
Automated Insights:
Agent provides opportunity counts, stages, and next action recommendations.
Contextual Updates:
Automatically delivers insights based on account name input.
Agent for Quote Automation
Automated Quote Generation:
Generate accurate quotes directly from opportunity records using natural language.
Real-Time Updates:
Modify quantities, apply discounts, and remove products with simple commands.
Efficient Case Management:
Automates case creation, updating, and verification for streamlined workflows.
Instant Knowledge Support:
Quickly fetches relevant articles for customer queries, boosting response times.
Agent for Quote Generation
Quick Quote Creation:
Generate accurate quotes directly from opportunity records using natural language.
Automated Data Handling:
Agentforce pulls product details, quantities, and pricing from your product catalog, aligning quotes with company policies.
Flexible Adjustments:
Easily modify quantities, apply discounts, and remove products on the fly.
Effortless Finalization:
Generate PDFs and draft professional emails, speeding up the sales process.
Agent for Quote Generation
Quick Quote Creation:
Generate accurate quotes directly from opportunity records using natural language.
Automated Data Handling:
Agentforce pulls product details, quantities, and pricing from your product catalog, aligning quotes with company policies.
Flexible Adjustments:
Easily modify quantities, apply discounts, and remove products on the fly.
Effortless Finalization:
Generate PDFs and draft professional emails, speeding up the sales process.
Agent for Managing Lost Sales Opportunities
Automated Tracking:
Automates capturing lost sales data, reducing manual entry.
Reason Logging:
Collects reasons for lost deals, updating opportunity records in Salesforce.
Instant Updates:
Automatically updates stages to "Closed - Lost" and notifies account owners.
Learning Insights:
Provides actionable insights for future sales strategies.
Agent for Order Tracking ( Experience Cloud)
Seamless Integration:
Salesforce Agent integrated with external vistor website for efficient order tracking.
Quick Order Lookup:
Customers can query order status and past orders without accessing Salesforce directly.
Identity Verification:
Agent verifies customer identity using email and last name.
Live Support:
Easily escalate to live agents for additional support when needed.
Agent for Order Tracking ( Experience Cloud)
Seamless Integration:
Salesforce Agent integrated with external vistor website for efficient order tracking.
Quick Order Lookup:
Customers can query order status and past orders without accessing Salesforce directly.
Identity Verification:
Agent verifies customer identity using email and last name.
Live Support:
Easily escalate to live agents for additional support when needed.
Agent for Order Tracking ( Non Salesforce Website)
External Integration:
Seamless integration of Salesforce Agent with the vistor website.
Identity Verification:
Agent verifies customer identity using email and last name before sharing order details.
Real-Time Updates:
Customers can quickly check order status and past orders without accessing Salesforce directly.
Live Support:
Easily transfer to live agents for additional assistance when needed.
Agent for Order Status & Case Management
Automated Issue Handling:
Quickly resolve missing product issues with intelligent automation.
Identity Verification:
Agentforce verifies customer identity with last name and email before case creation.
Order Lookup:
Displays recent orders for easy selection if order number is forgotten.
Case Creation:
Automatically creates medium-priority cases for missing items with linked customer details.
Agent for Order Status & Case Management
Automated Issue Handling:
Quickly resolve missing product issues with intelligent automation.
Identity Verification:
Agentforce verifies customer identity with last name and email before case creation.
Order Lookup:
Displays recent orders for easy selection if order number is forgotten.
Case Creation:
Automatically creates medium-priority cases for missing items with linked customer details.
Agent for Knowledge Article Support
Instant Information:
Quickly retrieves customer care numbers, setup steps, and FAQs.
Contextual Responses:
Pulls relevant knowledge articles based on customer queries.
Improved Efficiency:
Speeds up response times for common customer requests.
Enhanced Satisfaction:
Provides accurate, real-time support for better customer experiences.
Agent for AI Readiness Assessment
If you're considering Salesforce Agentforce AI, take our AI Readiness Assessment to evaluate your organization's preparedness:
Basic Details:
Agent captures name and email for personalized experience.
Use Case Fit:
Identify relevant AI use cases for your organization.
Salesforce Usage:
Confirm if your organization already uses Salesforce for these jobs.
Data Access:
Check if required data is accessible in Salesforce.
Action Feasibility:
Ensure the necessary actions can be executed via Salesforce.
Agent for AI Readiness Assessment
If you're considering Salesforce Agentforce AI, take our AI Readiness Assessment to evaluate your organization's preparedness:
Basic Details:
Agent captures name and email for personalized experience.
Use Case Fit:
Identify relevant AI use cases for your organization.
Salesforce Usage:
Confirm if your organization already uses Salesforce for these jobs.
Data Access:
Check if required data is accessible in Salesforce.
Action Feasibility:
Ensure the necessary actions can be executed via Salesforce.