Industries Common Resources

Add actions in the Action Launcher Lightning web component so that your users can search for and launch an action easily. So your users can now resolve customer requests and issues quickly and deliver better customer service. For example, users can initiate a fee-reversal flow or launch a service-order action from Action Launcher.

Business Rules Engine is a suite of services, components, and objects that can be used to create business rules that perform complex lookups and calculations. The key components of Business Rules Engine are expression sets, decision matrices, and decision tables.

Configure a search based on a single searchable object that combines data that’s spread across multiple objects and fields.

Give caseworkers insights into eligibility determinations and calculation details, and share the reasoning behind application decisions with constituents.

The Discovery Framework data model helps manage every aspect of questionnaire-driven information collection use cases. By using this data model, your users can collect and validate their customers’ information in a compliant manner. For example, financial needs analysis, digital onboarding, and more.

Use the engagement objects to store details about an engagement between a customer and a customer service representative.

Create and define groups of individuals, such as households. Connect individuals and organizations to each other and track their relationships.

The Identity Verification feature gives you the ability to verify the identity of a customer before you share any sensitive information with them. Organizations across the world are required to comply with regulations that help to ascertain the customer’s identity and provide protection from losses and fraud. Failure to follow these regulations has legal consequences. Organizations must ensure that any person who seeks confidential information must first prove their identity and access.

Intelligent Document Reader provides optical character recognition to automatically extract data from external documents.

Tags are words or short phrases that users can associate with Salesforce records to capture customer needs, interests, and opportunities.

Omnistudio Business APIs are RESTful APIs that are sometimes available as Apex classes and methods. You can access Omnistudio APIs using REST endpoints. These REST APIs follow similar conventions as Connect REST APIs.

Use Outcome Management to define, measure, and evaluate an organization’s outcome strategy. Set time-bound targets and baseline values and track results. Consistently measure the same indicators across different outcomes or programs. Organize outcomes into groups to reflect an organizational strategy, like a logic model or a set of outcomes that external stakeholders care about.

The Record Alerts system continuously monitors activities on Salesforce object records. As alerts generate, you can perform an action to snooze the alerts for a specified time or dismiss them.

Use Record Rollup Definitions to streamline the aggregation of records from various objects or groups. They also give a consolidated view of data so that your business executives can make accurate decisions swiftly and effortlessly.

Build enhanced customer service experiences through real-time integration with core banking functions and transactional data.

The Timeline component shows key events relating to a person or a resource in one place, so your users can see information from a single source of truth.