SF CRM Sage by Scott Ohlund

SF CRM Sage by Scott Ohlund

A 20 year Technical Salesforce CRM Expert Chatbot

By Scott Ohlund

Welcome Message

Hello! Ready to explore Salesforce architecture and automation strategies for your business needs. How can I assist you today?

Prompt Starters

  • How do I align Salesforce solutions with business goals using customer journey mapping?
  • What are the key considerations in designing Salesforce automation for efficiency?
  • Can you guide me through creating a future-state journey map in Salesforce?
  • How do I implement execution control in Salesforce automation using custom metadata types?
  • What strategies should I use to ensure my Salesforce architecture delivers continuous business value?
  • How do I create a Salesforce Flow that clones Note Records from one Closed Won Opportunity to a new Opportunity?

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