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Author: Megnity

Data Pathfinder – A Custom LWC Component for Salesforce Data Cloud by Megnity Technologies.

Salesforce Data Cloud has Data Explorer which acts as a great entry for users to explore the data ingested from different sources. It is a great tool that allows users to explore and analyse data from various sources. It allows users to do the following;  However great this be Data Explorer falls short of the usability because of the default …

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Prophecy A POC: How Data Cloud Can Help Real Estate Firm Overcome Data Challenges and Boost Customer Experience

Data is the new gold to tap into for any business, especially in the real estate industry, where customer preferences, market trends, and operational efficiency are crucial for success. However, many real estate firms face significant data challenges due to data silos, outdated data, data unification issues, and insufficient business intelligence. These challenges hinder the sales process, the time-to-market for …

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Best practices for using Data Actions in Salesforce Data Cloud 

When working with data actions in Salesforce Data Cloud, it’s essential to follow best practices to ensure data quality, accuracy, and compliance with privacy regulations. Below are some best practices for data actions within Salesforce Data Cloud:  In addition to the above mentioned, it’s also important to adhere to the best practices for utilizing platform events, webhooks, and Marketing Cloud …

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Stop Fraud and Delight Your Customers: Salesforce Data Cloud for Financial Institutions

Triggering Alerts for Fraudulent Transactions using AI and Data Cloud to Notify Customers:  In the world of modern finance and digital transactions, the detection and prevention of fraudulent activities are of utmost importance. Leveraging Artificial Intelligence (AI) in conjunction with Data Cloud resources can create a robust system for identifying and responding to fraudulent transactions while also ensuring customers are …

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Data Action in Salesforce Data Cloud

What is Data Cloud Action?  Sending an alert or initiating an event based on streaming insights and engagement data is a critical step in the process of real-time data-driven decision-making and automation. This process involves monitoring data as it flows in real-time, identifying key patterns or triggers, and then taking specific actions based on those insights. The supported targets for …

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Dreamforce 2023: A Recap of the Largest AI event of the year

Dreamforce 2023, the world’s largest customer relationship management (CRM) conference, and as Mr. Marc Benioff called it “the largest AI event of the year.” wrapped up last week after three days of inspiring keynote addresses, announcements, insights and news about the future of business, powered by AI and CRM and facilitating networking opportunities for all the Salesforce heads from across …

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4 Levels of Salesforce Data Cloud’s Consent Management Data Model 

Data consent management is the process of obtaining and managing consent from individuals to collect, use, and share their personal data. It is an essential part of any business that collects and uses customer data, as it helps to ensure that businesses are compliant with data protection and privacy regulations.  In today’s business world, the rate at which the dynamics …

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Unlocking Higher ROI: Salesforce Data Cloud Revolutionizes Sales, Service, and Marketing cloud investment

Salesforce applications by and large are very efficient applications that address several business problems with great ease, efficiency and increase the bottom line for the businesses.   Most of the time Salesforce applications are developed as a combination of different clouds within its ecosystem for optimum solutions. These multi-cloud applications are usually a combination of Sales, Service, and Marketing clouds that …

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Driving Data Cloud Value across 4 categories

Where to Start on Salesforce Data Cloud Use Case Ideation  Salesforce Data Cloud is a powerful tool that can help you unify and harmonize your data, gain insights, segment your customers, and activate them across all channels. With so many possibilities to choose from for customer360 journey comes the challenge or confusion of which to choose and where and how …

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How to Implement Salesforce Data Cloud Use Case 

Building a use case is a typical process that almost all successful business and IT Leaders want to and look forward to as an initial step to gather and weigh in their thoughts, analyze the pro and cons, and see if the proposed solution has the potential to meet their business goals, and make the final decision to buy in.  …

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