Introduction
What is Salesforce?
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their sales, customer service, marketing, and other operations. It centralizes customer data, automates workflows, and provides analytics to improve customer engagement and streamline business processes.
What is CogniVis AI?
CogniVis AI is a platform that enables you to pull data from different
sources and combine them with each other to
create practically useful AI tools. Sources may include
your internal company knowledgebase and a variety of
most popular business apps like GitHub, Jira, Slack,
and more.
This enables you to easily create
AI chatbot assistants (internal),
custom generators and even
embeddable AI chat widgets trained on your data.
How CogniVis AI works with Salesforce?
The Salesforce Connector integrates directly with your Salesforce CRM, extracting valuable customer and sales data to generate insights, reports, and actionable information.
What exact sources are pulled:
- Leads and Opportunities
- Lead name
- Opportunity title
- Opportunity stage
- Opportunity closing date
- Opportunity value
- Lead and opportunity status (open/closed)
- Customer Accounts
- Account name
- Account industry
- Account status
- Contacts and Activities
- Contact name
- Contact email
- Activity type (calls, meetings, tasks)
- Activity completion status
Configuration
Generate a Security Token
To connect CogniVis AI with Salesforce, you need to generate a Security Token in Salesforce. This token will be used to authenticate the connection between CogniVis AI and Salesforce.
Sign In
Sign into your Salesforce account.
Navigate toSecurity Token
Click on your avatar (top right corner) and go to settings.
Then, in the side navbar, select reset my security token.
Generate a Security token
After pressing the Reset Security Token button, you will receive an email containing your Salesforce username and security token.
Add the connector to CogniVis
Navigate to CogniVis Connectors
In your platform, go to the Admin Panel, which you can find in the top right corner of the screen.
Go to the Add Connector section in the menu on the left side of the screen.
Then, search for and select the Salesforce connector.
Provide details
Enter your Salesforce username, password, and Security Token.
Specify access and objects
After specifying the object types and deciding whether the documents should be public or not, press the connect button.
Free trial
If you are interested in creating your own automations and workflows with artificial intelligence based on your data, you can request a free trial of our solution. Please book a demo with us to get started.
book a demoOn-premise
Enterprise organizations can choose to deploy this connector on-premise. On-premise deployment provides additional security and privacy, it means that the connector will be hosted on your own servers which you can control and manage.
This option is suitable for organizations that have strict data privacy and security requirements, want to integrate with their existing infrastructure, or need to comply with specific local regulations.
Contact our team & learn about options of deploying this connector on premise.
book a demo learn more about on-premise aiUse cases
Check out potential benefits and use cases for this connector.
Enhanced Lead Prioritization
By analyzing lead names, opportunity stages, and closing dates, AI can prioritize leads based on their likelihood to convert, enabling sales teams to focus their efforts more effectively and increase conversion rates.
Opportunity Forecasting
Utilizing opportunity titles, stages, and values, AI can generate accurate sales forecasts, helping businesses anticipate revenue streams and make informed decisions on resource allocation and strategy adjustments.
Customer Segmentation
By examining account names, industries, and statuses, AI can segment customers into meaningful groups, allowing for targeted marketing campaigns and personalized customer interactions that improve engagement and satisfaction.
Contact Management Automation
AI can streamline contact management by automatically updating contact names and emails, ensuring that your CRM remains up-to-date and reducing manual data entry efforts, thus saving time and minimizing errors.
Activity Insights and Optimization
Analyzing activity types and completion statuses, AI can provide insights into team productivity and recommend workflow optimizations, leading to more efficient task management and improved overall team performance.
Account Health Monitoring
By monitoring account statuses and activities, AI can identify signs of customer dissatisfaction or account churn, enabling proactive measures to retain clients and maintain strong customer relationships.
Sales Strategy Enhancement
With insights from leads, opportunities, and customer accounts, AI can suggest strategic adjustments to improve sales tactics, align with market trends, and enhance overall business growth potential.
Customizable Reporting and Dashboards
AI can generate customized reports and dashboards using extracted Salesforce data, providing decision-makers with easy access to actionable insights and fostering a more data-driven culture within the organization.
Improved Customer Engagement
By leveraging contact and activity data, AI can offer personalized engagement strategies, ensuring that sales and support teams interact with customers most effectively, enhancing satisfaction and loyalty.
Automated Follow-Up Reminders
AI can set automated reminders for follow-ups based on opportunity and activity data, ensuring no potential sales opportunities are missed and nurturing leads through well-timed interactions.