Category: Salesforce AI & Automation

How Prompt Templates are Transforming Salesforce Workflows (Guide)
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How Prompt Templates are Transforming Salesforce Workflows (Guide)
Jeet Rathod Jeet Rathod
October 1, 2025

Case Studies

  • Experience CloudSalesforce Health Cloud
  • Healthcare
  • Experience CloudSalesforce Health Cloud
  • Healthcare

Oncology Provider Enhances Compliance and Patient Care Through Salesforce-Enabled Utilization Management

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  • Referral Management System
  • Healthcare
  • Referral Management System
  • Healthcare

Smart, Seamless, Scalable: Reinventing Behavioral Health Referrals

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Automated intake and smart routing

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Real-time availability and self-service

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Preference-based matching and updates
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  • Agentforce
  • Software & Technology Services
  • Agentforce
  • Software & Technology Services

Smart Salesforce CRM Agent: Driving 24/7 Engagement, 60% More Leads & Fewer Missed Inquiries

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increase in qualified leads captured via website

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meetings auto-scheduled within the first month

0 24/7

availability reduced missed inquiries by 70%
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