Salesforce Headless Partner Cloud: Manage Deals with SMS
In this video, we’ll show you our PRM Agent, which allows your sales team and partners to create and manage leads and opportunities in Salesforce Partner Cloud directly from SMS.
A partner can simply send a message to the agent asking it to show the list of all their current deals. The agent responds with a summary of their leads and opportunities. It’s also possible to ask the agent to add a new lead in plain English. The agent asks a follow-up question, the partner provides the additional information, and that’s it! The new lead has been successfully created in Salesforce. Internally, you can see the newly created lead populated with the information the partner provided through SMS. It’s that simple!
You might also be interested in videos
Today, we’ll show you our PRM Agent, which allows your sales team and partners to create and manage leads and…
In this video, we’ll cover in-app guidance functionality for your partner portal. In-app guidance can be used to promote feature…
This video focuses on Loyalty Management. You’ll see how you can use this feature, often associated with consumer retail, in…
In part 6 of our Salesforce Partner Cloud Fundamentals series we continue with an overview of Partner Tracks. Partner Tracks…
In our previous video, we talked about Account Plans and how they help you develop and follow strategies for your…
We’re continuing our Salesforce Partner Cloud Fundamentals series, and this is part 4 – a quick overview of Account Plans….
This is the third part of our Salesforce Partner Cloud Fundamentals series. We’ll continue exploring the Spiff integration and the…
This is the second part of our Salesforce Partner Cloud Fundamentals series, and today, we’ll take a look at the…
We’re starting a new video series called Salesforce Partner Cloud Fundamentals, and today we’re going to showcase how rebate management…
