Harness AI and automation: how to propel your Salesforce admin role

• Salesforce admins who want to implement AI-powered solutions often face a lack of buy-in from business leaders. It can be a struggle to effectively communicate the business case to leadership—and few Salesforce admins have been trained to have those complex conversations. Free AI tools can be immensely helpful in this situation. Using simple prompts like “How do I convey the value of [business tool] to company leaders” can help to frame those conversations and drive better outcomes 

• Lack of clear direction is another issue Salesforce admins frequently encounter. Organizational leaders may provide very little detail with their directives (like “improve operational efficiency”)—but expect Salesforce admins to simply “work their magic.” Fortunately, free AI tools can provide a basic idea of the business requirements for automating a given process. Or you can use a prompt like, “What questions should I ask to help me understand the specifics of [request]” to help you prepare for a meeting with leadership. 

• Free AI tools provide a simple way to create alternate communication formats for different audiences. Simply feed a version of your messaging into a tool like ChatGPT and you can request a variety of outputs like bullet points, paragraph-based narratives, emails, and more. You can even ask the tool to rework complex content into a more conversational and easily digestible tone. 

This handy takeaway from the webinar can help you craft AI prompts to help with these challenges and many more—to take your Salesforce admin career to the next level. 

Boosting productivity and efficiency with automation + AI 

Documents are a critical part of every business, from contracts and sales agreements to price quotes, invoices, customer communications, and more. And it’s important that those documents include the right information, in the right place, every time. Document automation tools like Conga Composer streamline and simplify document processes by automating repetitive manual tasks—allowing you to create documents from templates, automatically populate data fields, and integrate eSignature capabilities.

Combining the power of document automation with AI tools like ChatGPT lets you fully optimize the creation of business-critical documents. With the right prompts, free AI tools can help you create the framework for a document and optimize the document’s content. For example, you could describe your business, the types of products you sell, and your pricing structure, and then ask ChatGPT to create a recommendation for a sales proposal template.  

Once you have refined the format and content of the document itself, Conga Composer integrates seamlessly with Salesforce to pull product, pricing, and customer data into your sales proposal template, ensuring consistency and accuracy. Composer can also automate all the processes related to that document—from document generation and distribution to electronic signature capture.  

Using tools like ChatGPT and Conga Composer in tandem enables Salesforce admins to save time, reduce errors, increase efficiency, and deliver smarter solutions to their organizations. 

Real-life results with document automation

The ultimate goal of any Salesforce admin is to make their users’ jobs easier and help the company succeed. In our webinar, Anna Gofshteyn described how Conga Composer helped her do just that in her role with TouchSource.

Prior to implementing Conga solutions in 2020, Anna was responsible for building reports from Salesforce as part of the yearly account review process. Sales reps would then download the reports and manually combine them into a single spreadsheet.

Using Conga Composer, Anna was able to create a one-click solution that allows sales reps to instantly generate a spreadsheet with all the information they need for their account review, including custom objects associated with the account, case, or opportunity. The spreadsheets can be customized to meet the sales reps’ needs and used to provide a comprehensive view of the account. Sales reps can further enhance their account reviews by using ChatGPT to summarize the report data. 

Anna explains that, with this one use case alone, Conga Composer saved her approximately 150 hours over the course of the year. Rather than creating Salesforce reports manually and working with sales reps to customize them, Composer allowed her to automate the process—increasing speed without sacrificing accuracy. Additionally, her sales reps were also freed from tedious manual tasks associated with account reviews, allowing them to spend more time selling. 

Watch the on-demand webinar recording above to get more real-life insights from our experts and additional details from this important and timely discussion. 

Start your document automation journey

Ready to learn more about automating document processes with Conga Composer, and how automation can elevate your career as a Salesforce admin? Start by downloading our ebook, Admin’s guide to maximizing Salesforce ROI. Then get a free demo to see Conga’s document automation solutions in action.