Episode 17 - AI-Driven Workflows are Coming Soon
Watch here - https://youtu.be/AiUU4hO6qVc
In this episode of Urelevant, "AI-Driven Workflows Are Coming Soon," we dive into the evolving role of AI in reshaping how we work within Salesforce. As AI becomes more integrated into the platform, it sparks a virtuous cycle of discovery and efficiency, updating workflows and SOPs to meet new demands.
We explore how Salesforce's adaptabilityā€”from record types and permission sets to dynamic forms and AI-powered field generationā€”enables continuous evolution in operations.
Plus, hear real-world insights from Velza's client discovery calls, where past solutions meet modern possibilities, revealing how AI can redefine processes like lead conversion and custom field mapping for the future.