Use Cases

Explore AI-powered use cases for Salesforce automation. Browse by product, coverage level, and complexity to find the right solution for your needs.

Agent Blueprints

Salesforce CoreSalesforce Core
Sales CloudSales Cloud
Service CloudService Cloud
Marketing CloudMarketing Cloud
Data 360Data 360
AgentforceAgentforce
FlowsFlows
CRM AnalyticsCRM Analytics
Salesforce CoreSalesforce Core
Sales CloudSales Cloud
Service CloudService Cloud
Marketing CloudMarketing Cloud
Data 360Data 360
AgentforceAgentforce
FlowsFlows
CRM AnalyticsCRM Analytics
Analyze My
Analyze My
Sales Pipeline
Beginner
Create a Loyalty
Create a Loyalty
Campaign & Branded Assets
Intermediate
Create a Shopper
Create a Shopper
Assistant on Agentforce
Advanced
Connect Data Cloud
Connect Data Cloud
to Marketing Cloud
Beginner
Plan and Build
Plan and Build
a Data 360 Implementation
Beginner
Plan & Run
Plan & Run
a Tech Debt Audit of Salesforce Marketing Cloud
Advanced
Plan and Build
Plan and Build
a Customer Journey on MCE
Beginner
Generate Data &
Generate Data &
Ingest to Data360
Beginner