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Salesforce
CRM
Logo Miralia + Salesforce

Overview

Miralia analyzes the information from your Salesforce requests and updates the fields of your choice with the results of its analysis: message categories, attachment categories, extracted information, and response suggestions.

Actions

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Search for a case by ID
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Update a case
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Create a case
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Add a comment to a case
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Change a case priority
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Change a case status
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Change a case reason
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Change a case type

How it works

  1. From Miralia, connect the Salesforce account you want to populate
  2. From the available captured fields, select those you want Miralia to analyze
  3. Miralia then analyzes these fields to extract key information and categorize it
  4. The analysis results are used to update the Salesforce fields of your choice, providing response suggestions and enriched data for improved CRM management
Salesforce Integration Step 1
Connect your Salesforce account to Miralia
Salesforce Integration Step 2
Select the fields you want Miralia to analyze
Salesforce Integration Step 3
Choose the Salesforce fields to associate with each Miralia output
Salesforce Integration Step 4
The selected Salesforce fields are updated with the results of Miralia’s analysis

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