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Improve Your Sales Data: Automatically Keep CRM Up to Date
Poor input leads to useless output. Learn how to improve data quality. Eliminate manual data entry, keep CRM records up-to-date with ease, and build a sales data foundation for smarter decisions.
Important: This session is first come, first seated. You do not have a reserved seat.

, Senior Director, Product Management, Salesforce

Role: Sales
Product: Agentforce Sales
Topic: Data
Session Level: Beginner
Session Type: Theater
  • Wednesday, Sep 182:30 PM - 2:50 PM PDT
    (9:30 PM - 9:50 PM GMT)
    Moscone South, LL, Content Pavilion, Stage 7
Session Summary by Einstein: The recent Salesforce conference emphasized the critical role of data integration and management in enhancing customer experiences, showcasing how Salesforce's suite of tools, including Heroku, MuleSoft, and Heroku Connect, can be leveraged to create a unified, golden customer record. The discussions detailed the process of data ingestion, transformation, and synchronization across various platforms to facilitate seamless customer interactions, improve operational efficiency, and empower organizations to make data-informed decisions. Additionally, the integration of this data with AI tools like Agent Force and Prompt Builder within the Salesforce ecosystem was highlighted, demonstrating the potential for highly personalized customer engagement.
Key Takeaways by Einstein:

• Salesforce's Heroku platform is essential for building a golden customer record by integrating data from disparate sources and providing a real-time, operational system of record.

• Heroku Connect plays a pivotal role in synchronizing data between Salesforce CRM and Heroku Postgres, enabling the creation of real-time experiences and applications.

• The integration of Salesforce's AI capabilities with the unified customer data enhances service agents' and marketers' abilities to deliver personalized customer experiences and actionable insights.

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Merlinda Lu

Salesforce Developer, IBM