Salesforce Sidekick-AI Salesforce task assistant

Example

A user needs to configure a new Sales Cloud feature, such as Opportunity Scoring. Salesforce Sidekick guides the user through each step, from enabling the feature to customizing the scoring model based on the organization’s specific sales data.

Scenario

In a scenario where a sales manager wants to implement AI-driven Opportunity Scoring to enhance the sales team’s productivity, Salesforce Sidekick would help by explaining the steps to enable the feature, configure the scoring model, and integrate it into existing workflows.

Example

A developer needs to write an Apex class for automating data updates across multiple objects. Salesforce Sidekick offers guidance on structuring the class, using best practices for data manipulation, and ensuring the code is optimized for performance.

Scenario

For a scenario where a company needs to automate weekly updates to all records in a custom object, Salesforce Sidekick would provide a detailed approach to writing the required Apex code, including triggers or batch processes, and ensuring it follows best practices.

Example

A Salesforce admin encounters a 'Field Integrity Exception' error when attempting to update records through a custom flow. Salesforce Sidekick helps by diagnosing the error, identifying the root cause, and suggesting corrective actions to resolve the issue.

Scenario

In a real-world scenario, a business user reports that they are unable to update certain records due to an unknown error. Salesforce Sidekick would walk the admin through troubleshooting steps, including checking field dependencies, validation rules, and flow configurations to pinpoint and resolve the error.