Unlock Einstein’s lead scoring insights with Salesforce pro Kalpana Chauhan. Boost engagement and conversions through data-driven strategies …
Here are highlights from article Einstein Lead Scoring with Kalpana Chauhan – Salesforce Admins
1. Kalpana’s background and expertise:
– Started as a math teacher but developed an affinity for Salesforce
– Foundation in math helps with understanding coding logic and flowcharts
2. Importance of automation and flows:
– Kalpana enjoys working with flows and automation to streamline business processes
– Believes automation can eliminate unnecessary manual work
3. Using Einstein for lead scoring:
– Kalpana helped a client resolve lead qualification issues using Einstein
– Utilized AI Wizard to create three scores: behavior, engagement frequency, and send time optimization
– These scores allowed marketing and sales teams to engage with leads effectively and optimize conversion strategies
4. Steps to get started with Einstein:
– Emphasizes the importance of data quality for accurate results
– Recommends implementing data validation rules and using screen flows to remove duplicate records
– Suggests leveraging resources like Trailhead and Bootcamps to learn about Einstein
5. Additional resources and connections:
– Kalpana’s Twitter handle: @KalpanaChauhan
– Salesforce Admins Twitter handle: @SalesforceAdmns
– Recommended attending local Trailblazer Community Group meetings for networking and support
You can read it here: https://sfdc.blog/VihdW
Source from admin(dot)salesforce(dot)com