Improve employee happiness by 16%
Never miss another update with real-time Salesforce data
Make better use of your Microsoft Teams investment
Install the Microsoft Teams integrationYou can simply add our adenin platform to Microsoft Teams by following the below button
by securely authenticating and selecting a data source
Salesforce
and never risk Microsoft Teams users missing another update
Understand and engage with your customers better than ever with the Salesforce app for Digital Assistant. Keep on top of individual customer tasks and leads and get instant notifications when something new needs your attention. Additionally you can pin Cards to your Board which allows you to better monitor your contacts.
See your open Salesforce leads in a simple Adaptive Card list, that you can easily customize with the Adaptive Card designer by clicking on ··· → Edit in Designer
Similar version: Sorted by priority
Get a version of your leads where they are sorted by priority (requires Priority to be an available field in your Salesforce instance)
Get an Adaptive Card with a list of your Salesforce events conveniently on your Digital Assistant Board
See a list of your open Salesforce tasks conveniently on your Digital Assistant Board
Similar version: Sorted by priority
Get an alternative version of this Card where your tasks are sorted by priority (requires Priority to be an available field in your Salesforce instance)
See a list of your Salesforce cases so you quickly spot whenever you have a new case open, without having to manually check your inbox. Perfect for when Salesforce cases go to a shared mailbox.
Similar version: Sorted by priority
Get an alternative version of this Card where your cases are sorted by priority (requires Priority to be an available field in your Salesforce instance)
Create new leads in your Salesforce account with this easily adjustable Adaptive Card form. Just fill it out, and without having to leave your Assistant, you can create a new Salesforce lead.
Open a new case directly in Salesforce without breaking your flow. This Adaptive Card can be easily pinned to your Board or embedded into any other channel where your Digital Assistant is available
Make new events for your Salesforce account without having to go out of your way to open Salesforce in a new tab. Perfect for when you had a passing thought, are currently on the phone with a customer, or just don't want to break your flow.
Quickly add a new task or reminder to your Salesforce account, by placing this Card in a convenient spot such as your Board
Using the built-in Adaptive Card designer you can easily make your own Adaptive Cards using Salesforce's RESTful API. Let Digital Assistant handle all the pesky authentication, and just point the designer to a SOSL search of your choosing by clicking on the Connect to data source and entering the connection string /services/data/v54.0/query?q= followed by your URL-encoded SOSL search string.
Ask your smart assistant as if it was just another colleague, with the intelligent chatbot for Microsoft Teams. Just ask it any question and have it pull up real-time information, or browse your pinned Cards.
The Assistant app for Microsoft Teams is a great way to upgrade your Digital Workplace experience to include an easy point of access to any other cloud apps you use in your organization. Any app Digital Assistant is connected to can be queried from the chatbot feature in the Assistant Teams app, just use a natural question and the AI engine will match your intent to available Cards.
Using Adaptive Cards, the Digital Assistant bot sends responses in the form of interactive Cards. See rich media responses including images, charts and graphs, fill out forms on-the go, and take actions with Adaptive Card buttons directly from within Microsoft Teams.
Directly look up data from any other cloud application with the conversational chatbot interface
Get real-time information in the form of Adaptive Cards which can be customized to include different layouts, interactive buttons or even charts
Access Cards pinned to your Board and browse your latest notifications from the Board and Notifications tab
Add the Assistant to group chats to pull up vital data in your group conversation and add context without having to link out to another page
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