Improve employee happiness by 16%
Never miss another update with real-time Salesforce data
Make better use of your Sharepoint Search investment
Install the Sharepoint Search integrationYou can simply add our adenin platform to Sharepoint Search by following the below button
by securely authenticating and selecting a data source
Salesforce
and never risk Sharepoint Search 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.
Users rely on Google's famous answer boxes for most casual queries, such as the weather forecast or answers aggregated from the top results. With this channel, you can add a similar experience to your SharePoint intranet.
We call them Answer Cards, because they are made using Adaptive Cards. And it can have a transformative effect on your SharePoint search experience:
Create your own Adaptive Cards with live data from 3rd party apps, for example by starting off with a template
Teach the built-in AI to recognize natural language commands users might say when they would like to see your Card
Find all your Adaptive Cards with the Answer Card web part for SharePoint that lets you enter natural full-length questions or short commands
Build a bank of QnA knowledge with Digital Assistant that can give further answers to SharePoint users, for example for FAQs
See an Answer Card in-between the PnP Search box and PnP Search Results
Built as an open-source SharePoint extension that's maintained by Microsoft, PnP Modern Search is a popular replacement for SharePoint's built-in more limited search experience. It offers more granular search UI options, for example extra refiners, search suggestions and control over how results are displayed.
If you already use PnP Modern Search, the Answer Card web part can be switched into a PnP mode where it receives the search input directly from PnP's search bar.
This effectively makes the web part an additional improvement to search pages previously made with PnP Modern Search. The best thing is, if the Answer Card web part doesn't find a suitable Card to show the user, it stays completely hidden.
Making your first Adaptive Card for your new SharePoint search is easy with the built-in Adaptive Card Designer. Simply add the Answer Card web part to your SharePoint page, and then open the configuration panel.
There you can simply click on Add new Answer Card to bring up an empty new Adaptive Card in the built-in Designer. The Adaptive Card Designer is a graphical designer that allows you to drag-and-drop different elements into your Card.
You can even teach the built-in natural language processing to recognize this Card through user questions, by clicking on Add training phrases. Once you have a design saved, just search for it in the Answer Card web part by asking it one of the pre-trained sentences.
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