Our client is a prominent law firm specializing that provides legal services by onboarding lawyers and clients/customers under their platform.
The client faced several challenges hindering their case management and customer service operations.
We assessed their system thoroughly and suggested implementing Einstein Analytics with their Salesforce Service Cloud.
The following steps were taken in the implementation process :
Integration of Einstein Analytics: We accessed the Einstein studio dashboard to integrate Einstein Analytics with their Salesforce Service Cloud. Subsequently, we clicked on 'app launcher,' triggering a pop-up. Within the pop-up, we selected 'analytics studio,' resulting in the opening of a new tab. Then, we navigated to 'data manager' from the left. Clicking on it opened yet another new tab. We selected the 'connect' option from the left menu within this tab. We granted the necessary permissions and successfully integrated Salesforce Einstein Analytics with Salesforce Service Cloud.
We used Einstein Article Recommendations and built an AI model using a simple, three-step wizard by their past/previous cases. The model learns which Knowledge articles have previously assisted agents in resolving cases to suggest articles to assist with new cases.
The implementation of Salesforce Einstein Analytics with Service Cloud yielded significant results for the client:
Salesforce Service Cloud, Einstein Analytics, Chatbot, APIs.
The successful implementation of Salesforce Einstein Analytics and customization of Service Cloud enabled our client, a law firm, to overcome their initial. The streamlined processes, automated solutions, and data-driven insights improved operational efficiency, customer satisfaction, and more informed decision-making. Clients trust CloudCache Consulting and our rich Salesforce professional resources. See our clients' reviews on Fiverr.