Practical guidance
Insights
What to consider when connecting Salesforce, building apps and introducing AI into your business.
Mobile
Connecting Salesforce with a mobile app
A customer checking an order on a phone needs a different app from an employee recording a visit. Before connecting either one to Salesforce, decide what people need to do and which data they can use.
Read the guideAIAI prospecting and human approval
An AI agent can find potential customers, research their businesses and draft a follow-up. Before letting it contact anyone, decide which actions need a salesperson’s approval.
Read the guideMarketing automationKeeping marketing and sales connected
Someone responds to an ad, but the salesperson sees only a name and an email address. Connecting marketing to Salesforce should also bring over the campaign, the person’s request and the information needed to follow up.
Read the guide