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Average Ratings 0 Ratings
Description
Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.
Description
Salesforce Koa represents the company's inaugural CRM reasoning model tailored for Agentforce, developed using NVIDIA Nemotron and enhanced by 27 years of accumulated Salesforce CRM expertise to navigate intricate, multi-step tasks in enterprise environments. Rooted in nearly three decades of CRM application experience, it has undergone additional training on a unique synthetic dataset that reflects authentic business processes, workflows, and operational regulations. The scenarios employed during training are designed to replicate the reasoning, tool utilization, and decision-making processes that Agentforce agents engage in throughout the customer journey, which includes activities like lead generation, opportunity qualification, and service case resolution, applicable across over 14 different sectors. Koa is specifically crafted for precise CRM functions and is assessed using Salesforce CRM Bench, incorporating genuine workflows such as opportunity updates, case routing, and follow-up scheduling. According to Salesforce, Koa achieves an 11% increase in accuracy for selecting appropriate actions and recalls customer context with a reliability that is 2.1 times greater than previous models. This innovative approach not only enhances efficiency but also significantly improves the overall customer experience across the board.
API Access
Has API
API Access
Has API
Pricing Details
$100 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/agentforce/koa/
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports