By now, you’ve done the groundwork: → You’ve cleaned your Salesforce org → You’ve aligned your O2C data across CRM, ERP, and MES → You’ve built a real-time, unified view in Salesforce Data Cloud Now comes the exciting part: Using Agentforce to automate the work that slows your teams down. But...
Agentforce can automate quotes, track orders, and even remind customers to pay on time. But none of that matters if your team doesn’t trust it. The truth is, in most manufacturing companies, the biggest blocker to automation isn’t the tech. It’s the people. → Sales reps fear losing...
You’ve cleaned up technical debt. Your workflows are stable. Now it’s time to make them intelligent. But here’s the catch: AI agents can’t operate without the right data. And in most discrete manufacturing businesses, that data is scattered across too many systems. Sales quotes live in CRM. Order statuses sit in ERP. Machine-level...
If you're in discrete manufacturing, chances are you’ve invested in Salesforce to improve how your business runs — from sales to service. But as time passes, something happens quietly in the background: → New workflows get layered on top of old ones → Custom fields are...
You’ve cleaned your org. You’ve aligned your data. You’ve launched Agentforce for targeted use cases. Your team is trained, involved, and aligned. But there’s one question left: How do you know it’s working? Without the right success metrics and feedback loops, even the best automation can go off course. That’s why the...
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