# Overview import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import Mermaid from '@/components/mdx/mermaid'; # Overview MeshMesh transforms complex Salesforce operations into simple conversations. Work across Sales Cloud, Service Cloud, Marketing Cloud Engagement, Data Cloud, and more using plain English. No technical expertise required - just describe what you want to accomplish ## How It Works B[MeshMesh AI] B --> C[Salesforce Products] C --> D[Results & Insights] D --> E[Actionable Outputs] `} /> ## What You Can Do Query your data in plain English without SQL or complex navigation Generate emails, campaigns, and automations with simple prompts Build complex processes in seconds across all Salesforce products ## Supported Products **Marketing Cloud Products** * Marketing Cloud Engagement * Marketing Intelligence * Salesforce Personalization * Loyalty Management **Core Salesforce Clouds** * Sales Cloud * Service Cloud * Commerce Cloud * Data Cloud **Analytics & Intelligence** * Einstein AI * Analytics Cloud * Tableau * Agentforce * Flows ## Next Steps Learn how to use the chat interface Set up your Salesforce connections Master effective AI communication See what's new in MeshMesh # Prompting Tips import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; # Master AI Communication Learn how to communicate effectively with MeshMesh AI to get the best results. These techniques help you unlock the full potential of natural language interaction. MeshMesh understands context and learns from conversation. Clarify, ask follow-ups, or request modifications to get exactly what you need. ## Core Principles Include details like date ranges, segment criteria, and data fields ❌ "Show me email performance" ✅ "Show me open rates for emails sent to VIP customers in the last 30 days" Reference previous conversations and build on earlier requests ❌ "Create another report" ✅ "Create a similar report but for Premium segment instead of VIP" Explain what you're trying to achieve ❌ "Show me subscriber data" ✅ "Identify customers at risk of churning - subscribers who were active but haven't engaged recently" ## Prompting by Use Case ### Data Queries **Start with the outcome** ``` Find customers who might be interested in our new product based on past purchases ``` **Specify time ranges** ``` Show email engagement metrics for last quarter, broken down by month ``` **Include comparisons** ``` Compare newsletter vs promotional email click-through rates ``` ### Content Creation **Describe the audience** ``` Create a welcome email for new B2B subscribers who signed up for product demo ``` **Specify tone and style** ``` Write a casual, friendly email to celebrate customer anniversaries ``` **Include personalization** ``` Generate email with product recommendations based on browsing history and loyalty tier ``` ### Analysis & Insights **Ask for patterns** ``` What patterns do you see in customer behavior before purchase? ``` **Request actionable insights** ``` Analyze email performance and suggest 3 specific improvements ``` **Compare segments** ``` How do mobile users engage differently with emails compared to desktop users? ``` ## Prompting Workflow B{Specific Enough?} B -->|No| C[Add Details] C --> B B -->|Yes| D[Submit to MeshMesh] D --> E[Review Results] E --> F{Meets Needs?} F -->|No| G[Refine with Follow-up] G --> D F -->|Yes| H[Export/Use Results] style A fill:#4CAF50 style H fill:#2196F3 `} /> ## Advanced Techniques **Break complex requests into logical steps** ``` First, identify customers who haven't purchased in 90 days. Then, look at their email engagement during that period. Finally, create a re-engagement campaign targeting the most promising ones. ``` Benefits: More accurate results, better understanding, easier to modify **Start broad, then narrow down based on results** ``` Show me customer segments → Focus on high-value segment → Show their email preferences → Create targeted content for this group ``` Benefits: Discover unexpected insights, build understanding gradually **Provide background about your business goals** ``` We're launching a premium tier next month. Help me identify existing customers who would be good candidates based on engagement and purchase history. ``` Benefits: More relevant suggestions, strategic insights, goal-aligned outputs ## Prompt Templates ### Performance Analysis ``` Analyze [metric] for [audience] during [time period] and compare to [baseline]. What insights can you share? ``` **Example:** ``` Analyze open rates for VIP customers during Black Friday week and compare to their average performance. What insights can you share? ``` ### Content Generation ``` Create a [content type] for [audience] that [main goal] with a [tone] tone, including [specific elements]. ``` **Example:** ``` Create a welcome email for new subscribers that encourages first purchase with a friendly tone, including personalized product recommendations. ``` ### Data Exploration ``` I want to understand [business question]. Show me [relevant data] and help me identify [what to look for]. ``` **Example:** ``` I want to understand why email engagement dropped last month. Show me performance metrics by segment and help me identify potential causes. ``` ## Tips and Tricks **DO:** * ✅ Be specific with dates and criteria * ✅ Explain your business goal * ✅ Build on previous conversations * ✅ Ask for clarification when needed **DON'T:** * ❌ Use overly technical language * ❌ Make requests too broad or vague * ❌ Assume the AI knows your context * ❌ Mix multiple unrelated requests **PRO TIPS:** * Start simple, then add complexity * Use follow-up questions * Ask for examples or samples * Request step-by-step guidance Head to the chat interface and try these techniques. MeshMesh learns from context, so refine your requests and ask follow-ups. # Release Notes ## Version 0.19.10 **December 6, 2025** * Fixed sandbox connection issues when restarting ## Version 0.19.8 **December 5, 2025** * File browser - browse and view files created by the AI agent during tasks * Fixed sandboxes not restarting correctly * Fixed custom MCP server import issues ## Version 0.19.7 **December 4, 2025** * Task subagents - AI can spawn sub-tasks for deeper exploration and research * Fixed actions not displaying after page refresh ## Version 0.19.6 **December 4, 2025** * Reference sharing - share references with team members ## Version 0.19.5 **December 4, 2025** * Fixed Marketing Cloud MCP integration issues * Fixed stop button now shows progress immediately ## Version 0.19.3 **December 3, 2025** * AI-created references - agent can automatically create and update reference documents during tasks * Custom business context - pass brand kits and context to content creation * Fixed HTML artifacts not displaying correctly on page reload ## Version 0.19.2 **December 2, 2025** * Team invites - invite team members to collaborate in your workspace ## Version 0.19.0 **December 1, 2025** * Workspaces - organize work by team or project with multi-tenant support * Credits are now tracked per workspace instead of per user ## Version 0.18.34 **November 26, 2025** * Brand kit import - import brand kits from external sources * Fixed MCP connection credentials not being passed correctly to servers * Fixed image and file display for authenticated API endpoints * Fixed file upload authentication when dropping files into chat ## Version 0.18.1 **November 20, 2025** * Fixed Marketing Cloud SOAP API token refresh - connections now automatically refresh expired tokens ## Version 0.18.0 **November 17, 2025** * Made Reference Management more intuitive * Introducing Auto-Business Context for some early alpha users ## Version 0.17.0 **November 5, 2025** * Reference file tree management - organize documents with folders and nested files * Full file operations - create, rename, delete, and move files ## Version 0.16.0 **November 3, 2025** * Early tool call feedback - see tool activity instantly without waiting ## Version 0.15.0 **October 28, 2025** * Starred artifacts dashboard - save and view your favorite artifacts on the dashboard ## Version 0.14.0 **October 23, 2025** * Brand kit templates - apply branded templates to AI-generated content * Persona feedback - get feedback from different persona perspectives ## Version 0.13.0 **October 20, 2025** * Auto-documentation - AI automatically documents learnings and best practices * File drop support - drag and drop files directly into tasks ## Version 0.12.0 **October 17, 2025** * MuleSoft integration - connect to MuleSoft Anypoint Platform * Flexible MCP configuration - easily add any MCP server with JSON config * Asset display - AI can show images, videos, PDFs, and other media files ## Version 0.11.0 **October 13, 2025** * HTML artifacts - AI can create rich interactive HTML content * Safe HTML rendering with security protections ## Version 0.10.0 **October 12, 2025** * Salesforce Marketing Cloud integration - connect to SFMC with AI assistance ## Version 0.9.0 **October 11, 2025** * Task templates - one-click task creation with pre-configured templates * Improved navigation with global sidebar for tasks and references * Document editor with markdown support ## Version 0.8.0 **October 9, 2025** * Enhanced Slack bot with rich formatting and artifact display ## Version 0.7.0 **October 8, 2025** * Artifacts - AI automatically documents insights, reports, and challenges during work * View artifacts by category: insights, reports, challenges, questions, decisions * Visual displays with charts, tables, and callouts * Real-time artifact updates as AI discovers new information ## Version 0.6.0 **October 7, 2025** * Faster action feedback - see what's happening in real-time with loading states * Redesigned task view with cleaner layout and better action visibility * Smart TODO display that adapts based on task progress ## Version 0.5.0 **October 6, 2025** * Action intelligence - see what AI is doing in plain language, not technical commands ## Version 0.4.0 **October 2, 2025** * Performance improvements - smoother experience with large chat histories ## Version 0.3.0 **September 22, 2025** * Cloud Control v2 - intelligent documentation reconciliation system * Automated documentation synchronization * Query your documentation directly ## Version 0.2.0 **September 5, 2025** * Task ID display - easily identify tasks in the UI ## Version 0.1.0 **September 2, 2025** * Desktop app for Cloud Control Studio - run everything locally on your machine * Configurable workspace to organize all your work in one place * Your data stays on your computer with automatic file-based storage ## Version 0.0.2 **September 1, 2025** * Slack integration - create and manage tasks directly from Slack * `/intent` command to create new tasks with interactive modal * `/intent-refs` command to list your available references * `/intent-status` command to check task progress ## Version 0.0.1 **August 30, 2025** * Initial release of Cloud Control Studio * Core task management system * Reference management # Security import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; import { Steps } from 'fumadocs-ui/components/steps'; # Security & Privacy MeshMesh is built with security and privacy as foundational principles. Your Salesforce data never leaves the secure connection between MeshMesh and Salesforce. We use bank-level encryption and industry-leading security practices across all Salesforce products including Marketing Cloud Engagement, Sales Cloud, Service Cloud, and Data Cloud. ## Security Architecture |TLS 1.3| B[MeshMesh] B -->|AES-256| C[Encrypted Storage] B -->|OAuth/API| D[Salesforce] E[Monitoring] --> B F[Audit Logs] --> B G[Access Control] --> B style B fill:#4CAF50 style C fill:#2196F3 style D fill:#2196F3 `} /> ## Core Security Features **End-to-end encryption for all data** * AES-256 encryption for stored credentials * TLS 1.3 for all API communications * Encrypted database storage * Zero-knowledge architecture **Granular permissions and authentication** * Role-based access control (RBAC) * Multi-factor authentication support * Session management and timeouts * API key rotation capabilities **Comprehensive logging and monitoring** * Complete audit trails for all actions * Real-time security monitoring * Anomaly detection and alerting * Compliance reporting tools **Privacy-first approach to data** * Minimal data retention policies * Right to data deletion * Privacy by design architecture * Anonymization capabilities ## Data Handling Principles Only collect and process data necessary for service functionality * Purpose limitation for all data collection * Regular data audits and cleanup * Automatic data expiration policies * User control over data sharing Clear visibility into how your data is used * Detailed privacy policies * Real-time data usage dashboards * Clear consent mechanisms * Regular transparency reports Full control over your data and usage * Granular privacy settings * Data export capabilities * Right to deletion * Consent withdrawal options ## Security Best Practices **Strong Authentication (Critical)** Use multi-factor authentication and strong passwords **Regular Access Reviews (High)** Periodically review and update user permissions **Session Management (Medium)** Log out of sessions when not in use **Connection Security (Critical)** Ensure Salesforce API credentials are properly secured **Data Classification (High)** Classify data based on sensitivity levels **Backup Verification (Medium)** Regularly verify data backup integrity **Network Security (High)** Use secure networks for accessing MeshMesh **Incident Response (High)** Have a plan for security incident response **Regular Updates (Medium)** Keep systems and browsers updated ## Threat Protection **Protection:** Multi-layered encryption and access controls * Zero-trust security architecture * Continuous security monitoring * Incident response procedures * Regular penetration testing **Protection:** Strong authentication and authorization * Multi-factor authentication * Role-based access control * Session monitoring * Anomaly detection **Protection:** Comprehensive backup and recovery * Automated backup processes * Geographic data replication * Point-in-time recovery * Disaster recovery testing **Protection:** Built-in compliance frameworks * Automated compliance checking * Regular compliance audits * Policy enforcement engines * Compliance reporting tools ## Incident Response ### Detection 24/7 monitoring and automated alerts for potential security incidents ### Assessment Rapid impact analysis and classification of the incident severity ### Containment Immediate threat isolation and mitigation to prevent spread ### Recovery System restoration and notification to affected customers **Customer Communication:** * Immediate notification for incidents affecting data * Regular updates throughout incident resolution * Post-incident reports with lessons learned * 72-hour breach notification for GDPR compliance ## Security Resources Need help with security questions or want to report a vulnerability? **Security Issues:** [security@meshmesh.io](mailto:security@meshmesh.io) **Privacy Questions:** [privacy@meshmesh.io](mailto:privacy@meshmesh.io) We encourage responsible disclosure of security vulnerabilities. Our security team is available 24/7 to respond to critical security incidents. # Use Cases import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Steps, Step } from 'fumadocs-ui/components/steps'; # Real-World Use Cases Discover how MeshMesh transforms complex Salesforce operations into simple conversations. From Marketing Cloud campaigns to Sales Cloud pipelines, from Service Cloud cases to Data Cloud insights - see what's possible with AI-powered Salesforce management. **Natural Language Power:** All these use cases work through simple conversation. No technical expertise required - just describe what you want to achieve in plain English. ## Industry-Specific Scenarios **Retail & Online Shopping** * Abandoned cart recovery sequences * Post-purchase follow-up campaigns * Product recommendation engines * Inventory-based email triggers **Software as a Service** * User onboarding workflows * Feature adoption campaigns * Churn prevention strategies * Usage-based communications **Banking & Finance** * Compliance reporting automation * Customer lifecycle management * Fraud alert communications * Investment opportunity targeting **Medical & Health Services** * Appointment reminder systems * Health education campaigns * Patient engagement tracking * Medication adherence programs ## Cross-Cloud Data Management **Analyze customer data across Sales, Service, and Marketing Cloud** **Example Request:** ``` Show me customers who are high-value in Sales Cloud, have recent service cases, but haven't engaged with marketing emails ``` **Key Benefits:** 360-degree customer view, cross-team insights, better customer experiences **Keep customer data synchronized across all Salesforce products** **Example Request:** ``` Update contact preferences in Marketing Cloud when a customer changes communication settings in Service Cloud ``` **Key Benefits:** Consistent data, reduced manual work, better compliance **Track complete customer journeys across all touchpoints** **Example Request:** ``` Map the journey from lead in Sales Cloud to customer in Service Cloud to marketing subscriber ``` **Key Benefits:** Complete visibility, journey optimization, experience improvement ## Sales & Pipeline Management **Automatically qualify leads and route to the right sales reps** **Example Request:** ``` Show me high-scoring leads from this week and create follow-up tasks for the appropriate sales reps ``` **Key Benefits:** Faster lead response, better conversion rates, optimized sales process **Analyze sales pipeline and predict revenue outcomes** **Example Request:** ``` Generate a quarterly forecast report showing probability-weighted revenue by sales rep and region ``` **Key Benefits:** Accurate forecasting, pipeline visibility, strategic planning **Track marketing campaign impact on sales outcomes** **Example Request:** ``` Show me which marketing campaigns generated the most qualified leads that converted to closed-won opportunities ``` **Key Benefits:** Marketing ROI proof, campaign optimization, budget allocation ## Automation & Workflows **Analyze and improve customer journey performance** **Example Request:** ``` Show me where customers are dropping off in my welcome journey ``` **Key Benefits:** Reduced drop-offs, better experiences, higher completion rates **Create and manage triggered email campaigns** **Example Request:** ``` Set up an abandoned cart reminder sequence with personalized product details ``` **Key Benefits:** Automated engagement, recovery campaigns, timely communications **Monitor and troubleshoot automation workflows** **Example Request:** ``` Check the status of all automations and show any that failed in the last 24 hours ``` **Key Benefits:** Proactive monitoring, quick issue resolution, reliable automation ## Reporting & Analytics **Create comprehensive performance reports** **Example Request:** ``` Generate a monthly email performance report with opens, clicks, and conversions by segment ``` **Key Benefits:** Clear insights, stakeholder reporting, performance tracking **Calculate and track marketing ROI** **Example Request:** ``` Calculate the ROI of my holiday email campaign including revenue attribution ``` **Key Benefits:** Budget justification, campaign optimization, strategic planning **Track and ensure compliance with regulations** **Example Request:** ``` Show me all unsubscribe requests from the last month and verify they were processed ``` **Key Benefits:** Regulatory compliance, risk mitigation, trust building ## Reusable Workflows B[Select Approach] B --> C[Customize for Your Needs] C --> D[Preview & Test] D --> E{Works Well?} E -->|No| C E -->|Yes| F[Execute Workflow] F --> G[Save for Future Use] G --> H[Share with Team] style A fill:#4CAF50 style F fill:#2196F3 style H fill:#2196F3 `} /> ## Common Solutions **Pre-built email campaign workflows** * Welcome email series * Abandoned cart recovery * Post-purchase follow-ups * Re-engagement campaigns * Event invitations * Newsletter automation **Example:** "Set up a welcome series for new subscribers" **Data management and analysis workflows** * Subscriber exports with engagement metrics * Segmentation queries * Data cleanup scripts * Performance analytics * Compliance reporting * Journey analytics **Example:** "Export subscribers who opened emails in the last 30 days" **Automated API-based workflows** * Data extension backup and restore * Subscriber management * Email send tracking * Journey status checks * Asset management * Automation control **Example:** "Back up all data extensions to secure storage" **Journey and automation patterns** * Welcome journey flows * Birthday campaigns * Win-back sequences * Event-triggered workflows * Scheduled reporting * Data synchronization **Example:** "Create a birthday campaign that sends 3 days before each subscriber's birthday" ## Frequently Used Workflows **Multi-step welcome email automation with personalization** Ask: "Set up a 5-email welcome series for new subscribers with progressive personalization" **Most Used:** 1,240 times | **Rating:** ⭐ 4.8 **Export subscriber data with engagement metrics** Ask: "Export all subscribers with open rates, click rates, and last engagement date" **Most Used:** 890 times | **Rating:** ⭐ 4.9 **Automated cart abandonment email sequence** Ask: "Create an abandoned cart sequence: 1 hour, 24 hours, and 3 days after abandonment" **Most Used:** 756 times | **Rating:** ⭐ 4.7 **Complete backup and restore for data extensions** Ask: "Back up all my data extensions and schedule weekly backups" **Most Used:** 623 times | **Rating:** ⭐ 4.6 ## How to Execute Workflows **Describe Your Goal** Simply describe what you want to accomplish in plain English. MeshMesh will understand your requirements and suggest the best approach. **Customize Parameters** Adjust timing, content, audience segments, and other parameters to match your specific needs. The AI assistant guides you through customization. **Execute & Monitor** Run the workflow directly or save it for future use. All workflows integrate seamlessly with your Salesforce connection and can be monitored in real-time. ## Working with Workflows **Natural Conversation Examples** **Execute a common workflow:** ```text Set up a welcome email series for new subscribers from last week → Creates and configures the welcome series automatically ``` **Customize for your needs:** ```text Modify the subscriber export to include engagement data from last 30 days and filter for customers in California → Adjusts parameters to match your specific requirements ``` ## Saving & Sharing Workflows **Turn any workflow into a reusable solution** After completing a task, save it for future use. Perfect for recurring operations or complex multi-step processes. **Example:** "Save this workflow as 'Monthly VIP Report'" **Make workflows flexible with variables** Include placeholder values that can be customized each time you run the workflow. **Example:** "Create a segment query for \{region} customers who purchased \{product\_category}" **Collaborate across your organization** Share workflows with team members to standardize processes and ensure consistency across your Salesforce operations. **Example:** "Share my 'Campaign Setup' workflow with the marketing team" ## Best Practices * Use clear, descriptive names * Document purpose and use cases * Tag by category or department * Keep workflows focused on specific goals * Test workflows before sharing * Include example values * Document required permissions * Track which workflows perform best * Follow naming conventions * Include error handling steps * Add usage examples * Update regularly based on feedback **Workflow Management** * "Show me all my saved workflows" * "Edit the 'Monthly Report' workflow" * "Delete the 'Old Campaign' workflow" * "Duplicate 'Welcome Series' as 'VIP Welcome Series'" ## Complete Workflow Example **E-commerce: Re-engagement Campaign** A complete workflow from data analysis to campaign execution **Identify Inactive Customers** ``` Show me customers who haven't made a purchase in 60 days but were active before that ``` **Analyze Their Preferences** ``` What were the most popular product categories for these inactive customers? ``` **Create Personalized Content** ``` Generate a re-engagement email with personalized product recommendations and a 20% discount ``` **Set Up Automation** ``` Create a follow-up sequence for customers who don't engage with the first email ``` **Monitor and Optimize** ``` Track the campaign performance and show me which product categories are driving re-engagement ``` ## Getting Started **Begin with basic questions about your data** Ask "What email campaigns did I send last month?" or "Show me my top performing emails." Perfect for learning the system and building confidence. **Combine multiple operations once comfortable** "Find high-value customers who haven't engaged recently and create a win-back campaign." Layer multiple data sources and actions together. **Move to full automation workflows** "Set up a workflow that automatically segments customers and sends personalized emails based on their behavior." Let MeshMesh handle recurring tasks automatically. *** **Ready to Get Started?** MeshMesh adapts to your industry, business, data structure, and business goals. Simply describe what you want to achieve, and get step-by-step guidance tailored to your needs. ## Complete Use Case Workflow B[Describe in MeshMesh] B --> C[MeshMesh Analyzes Request] C --> D{Multi-Cloud Data?} D -->|Yes| E[Query Across Products] D -->|No| F[Query Single Product] E --> G[Combine & Analyze Data] F --> G G --> H[Generate Insights] H --> I[Execute Actions] I --> J[Monitor & Optimize] style A fill:#4CAF50 style H fill:#2196F3 style J fill:#2196F3 `} /> # Artifacts import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; # Artifacts: Capturing AI Discoveries **Artifacts** are documents created by your AI assistant during task execution to capture important discoveries, insights, reports, challenges, questions, and decisions. Think of artifacts as the AI's way of taking notes about what it learned while working on your task. ## Why Artifacts Matter B[AI Discovers Insights] B --> C[Creates Artifacts] C --> D[Knowledge Base] D --> E[Search & Share] D --> F[Make Decisions] D --> G[Track Progress] style A fill:#4CAF50 style C fill:#FF9800 style D fill:#2196F3 `} /> As your AI works through tasks, it discovers valuable information that goes beyond just completing the task. Artifacts preserve this knowledge so you can: * **Learn from the AI**: Understand what it discovered and why * **Build Knowledge**: Create a searchable repository of insights * **Make Decisions**: Review documented options and recommendations * **Track Progress**: See how challenges were overcome * **Share Insights**: Distribute findings across your team ## Types of Artifacts **💡 Insights** Document important discoveries or learnings uncovered during task execution. **Examples**: * Customers who abandoned carts are 3x more likely to convert when sent a reminder within 2 hours * Your most successful emails have subject lines under 40 characters * Weekend campaigns generate 40% higher open rates for this audience **Contains**: * The insight itself * Supporting data or evidence * Implications for your business * Recommended actions **📊 Reports** Present structured analysis and data summaries compiled by the AI. **Examples**: * Campaign performance comparison across quarters * Customer segment analysis with demographics * Email template usage statistics **Contains**: * Data tables and visualizations * Key metrics and KPIs * Trend analysis * Summary conclusions **⚠️ Challenges** Document obstacles, blockers, or limitations encountered during execution. **Examples**: * Data source connection intermittent - implemented retry logic * Customer email list has 15% invalid addresses - created filter * Journey automation limit reached - simplified workflow **Contains**: * Description of the challenge * Impact on the task * Workaround or solution applied * Future recommendations **❓ Questions** Flag decisions that need human input or clarification. **Examples**: * Should this campaign exclude recent purchasers or include everyone? * Multiple brand kit templates found - which is preferred for this campaign? * Data shows conflicting customer preferences - how should we prioritize? **Contains**: * The question being asked * Context and background * Available options * Implications of each choice **🎯 Decisions** Document key decisions made during task execution. **Examples**: * Chose email over SMS for initial outreach based on higher engagement rates * Selected segmentation based on purchase history vs. browsing behavior * Implemented gradual rollout instead of immediate launch to test performance **Contains**: * The decision made * Rationale and reasoning * Alternatives considered * Expected outcomes ## Artifact Components Every artifact includes: Visual indicator of artifact type (Insight, Report, Challenge, Question, Decision) Clear, descriptive name with 1-2 sentence overview of key information Full information, analysis, or data with optional visualizations Created date/time, associated task, related platforms, priority level, and tags ## Working with Artifacts >Task: Start Task Task->>AI: Execute Steps AI->>Artifacts: Create Insight AI->>Artifacts: Generate Report AI->>Artifacts: Document Challenge Artifacts-->>User: Display in Panel User->>Artifacts: Review & Export Artifacts-->>User: Share with Team `} /> **During Task Execution**: * Artifacts appear in the left panel as created * Click any artifact to expand and view details * Most recent artifacts appear at top **After Task Completion**: * All artifacts remain accessible * Access from task history * Search across all tasks **By Category**: Filter to show only Insights, Reports, etc. **By Priority**: High-priority items flagged automatically **By Platform**: Filter artifacts by Salesforce platform **By Date**: View recent discoveries and track evolution over time Find artifacts by: * Keywords in title or content * Category type * Associated task * Date range * Platform used * Tags applied **Individual**: Click artifact, choose format (PDF, Markdown, CSV for data) **Bulk Export**: Select multiple artifacts and create compiled document ## Artifact Visualizations Artifacts can include rich visualizations to make data immediately understandable: * **Bar charts**: Compare metrics across categories * **Line charts**: Show trends over time * **Pie charts**: Display proportions and percentages * Structured data display * Sortable columns * Filterable rows * Large, prominent numbers * Comparison to benchmarks * Trend indicators (up/down) * Important warnings and success indicators ## Building Your Knowledge Base As you complete tasks, artifacts accumulate into a valuable knowledge base for your entire organization. Identify successful approaches, spot common challenges, and learn what works best Share insights across organization, build on each other's discoveries, and create organizational memory Reference past decisions, learn from outcomes, and make data-informed choices No manual note-taking required - always searchable and accessible ## Best Practices Don't just complete tasks - review what was learned and respond to questions promptly. ### Review Regularly * High-priority artifacts deserve immediate attention * Question artifacts may need your response * Review findings to improve future tasks ### Share Insights * Export and share valuable insights with team * Use artifacts in presentations and reports * Build institutional knowledge ### Address Challenges * Update processes based on learnings * Prevent future issues * Document workarounds for team reference ### Tag and Organize * Add custom tags for your organization * Create meaningful categories * Build searchable knowledge structure ## Privacy & Security Artifacts respect your data governance: Only visible to authorized users Follow same rules as underlying data Configurable retention policies Track who viewed or exported artifacts ## Tips & Tricks * **Answer Questions Promptly**: Guidance improves future AI performance and builds better outcomes over time * **Link Related Artifacts**: Connect artifacts across tasks to build knowledge graphs and see relationships * **Track Analytics**: Measure which types are most valuable and optimize AI learning * **Use Templates**: Define what information to capture and ensure consistency across team ## Next Steps Understand how artifacts are created during task execution Find and leverage artifacts across your work Set up your Salesforce connections # Context Models import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; # Cloud Control Context Model **The Cloud Control Context Model** is a recursive Salesforce context model that enables MeshMesh Studio to accomplish complex Salesforce use cases through programmatic means. It's continuously learning, with deep context coverage across Salesforce data, programmatic endpoints, products, features, use cases, and capabilities. Each version represents a significant expansion of the AI's understanding of Salesforce ecosystems. ## How It Works B[Cloud Control Context Model] B --> C[Salesforce Platform Knowledge] B --> D[API & Data Model Understanding] B --> E[Learned Use Case Patterns] C --> F[Intelligent Execution] D --> F E --> F F --> G[Task Completion] G --> H[Learn & Refine] H --> B style A fill:#4CAF50 style B fill:#FF9800 style G fill:#2196F3 `} /> ## Current Version: CC3 October 2025 Expanded Context Across Data Cloud, Customer Journeys, Agentforce Agents, and Commerce Cloud ### CC3 Context Coverage * Deep understanding of data unification patterns * Customer profile creation and identity resolution * Real-time segmentation and insights * Cross-cloud data synchronization * Journey Builder automation patterns * Multi-channel orchestration knowledge * Trigger and decision logic understanding * Customer lifecycle management * AI agent capabilities and patterns * Conversational workflow design * Agent-to-agent communication * Autonomous task execution * E-commerce workflow automation * Product catalog and order management * Customer shopping experience optimization * Commerce Cloud API patterns * Email, SMS, and push messaging patterns * Marketing automation workflows * Content personalization strategies * Campaign performance optimization CC3 also includes Marketing Cloud Account Engagement (B2B), Marketing Cloud Intelligence, Personalization, Loyalty Management, Service Cloud, and Experience Cloud. ### Learned Use Case Patterns CC3's context model understands how to: Design and execute sophisticated marketing campaigns with complex logic Unify and activate customer data across platforms Generate analytics and insights from Salesforce data Orchestrate workflows across multiple Salesforce clouds Automate content creation and personalization Deploy and configure Agentforce Agents ## Why Context Matters >CC3: Complex Request CC3->>CC3: Apply Learned Patterns CC3->>Salesforce: Navigate APIs Salesforce-->>CC3: Data & Results CC3->>CC3: Make Intelligent Decisions CC3-->>User: Completed Task CC3->>CC3: Learn & Refine `} /> With CC3's expanded context model, MeshMesh Studio can: * Understand complex Salesforce use cases and requirements * Navigate Salesforce APIs and data models programmatically * Apply learned patterns to new scenarios * Make intelligent decisions about approach and implementation * Adapt to your specific Salesforce configuration * Learn from each successful task execution * Continuously improve its Salesforce expertise ## Version Evolution * Initial context model focused on Salesforce Marketing Cloud * Basic email campaign automation * Core API understanding * Expanded to core Salesforce products * Cross-cloud integration patterns * CRM and Service Cloud context * Deep Data Cloud understanding * Customer Journey orchestration expertise * Agentforce Agent capabilities * Commerce Cloud automation * Advanced multi-cloud workflows * Expansion beyond Salesforce ecosystem * Industry-specific context models * Enhanced AI reasoning capabilities * Cross-platform orchestration ## The Learning Model The Cloud Control Context Model is a recursive learning system that continuously improves. **How it learns**: * **Learns from execution**: Each successful task adds to its knowledge * **Refines patterns**: Improves understanding of what works best * **Expands context**: Gains deeper knowledge of Salesforce capabilities * **Adapts strategies**: Develops better approaches to common challenges ### Automatic Updates Your MeshMesh Studio installation: * Automatically receives coverage improvements within your CC version * Notifies you when new minor versions are available * Prompts for major version upgrades You always know what level of coverage you have. ## Version Benefits **Know What's Possible**: * Clear documentation of supported platforms * Validated use cases with step-by-step guides * Confidence in capability coverage **Plan Your Work**: * Understand platform limitations * Know which workflows are supported * Plan implementations based on coverage **Stay Current**: * Track capability expansions * Get notified of new features * Access latest use cases **Standardize on CC Version**: * Entire team works with same capabilities * Consistent documentation and support * Predictable results across users **Plan Upgrades**: * Evaluate new CC versions before adopting * Understand impact of version changes * Coordinate team upgrades **Build on Solid Foundation**: * Validated use cases proven to work * Tested platform integrations * Reliable, production-ready capabilities ## Finding Your CC Version Open MeshMesh Studio → Settings → About → Look for "Cloud Control Version" ### Version Compatibility MeshMesh Studio maintains: * **Backward compatibility**: Tasks created in earlier CC versions continue working * **Forward compatibility**: Upgrade to newer CC versions seamlessly * **Migration guides**: Help transitioning between major versions ## CC3 to CC4: What to Expect The next major version (CC4) is planned to include: Additional cloud platforms beyond Salesforce and broader ecosystem support More use cases tailored to specific industries and verticals Deeper platform integrations, more automation options, and advanced analytics Advanced AI-driven workflows and cross-platform orchestration Release Timeline: To be announced. Upgrade Path: Automatic with migration assistance. ## Version in Practice ### Example: Marketing Campaign Task **CC3 Provides**: * ✅ Support for Marketing Cloud Engagement * ✅ Integration with Data Cloud for segmentation * ✅ Validated campaign creation workflow * ✅ Performance tracking capabilities * ✅ Documented use cases and templates **CC4 Will Add**: * 🔜 Additional advertising platform integrations * 🔜 Advanced A/B testing workflows * 🔜 Expanded analytics capabilities * 🔜 AI-powered optimization ## Staying Informed Detailed CC version change logs and new platform additions Planned CC version releases and upcoming platform support User feedback influences CC evolution - request new features ## Tips & Tricks * **Leverage Context**: The more specific your requests, the better CC3 can apply learned patterns * **Review Artifacts**: See how CC3 made decisions and learn from its approach * **Request Features**: Your feedback directly influences future CC versions * **Stay Updated**: Enable notifications for new CC version releases ## Next Steps Discover CC3 validated scenarios and workflows Put CC3 to work on your Salesforce challenges Learn about MeshMesh's security measures # Tasks import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; import { Steps } from 'fumadocs-ui/components/steps'; # Tasks & Workflows A **task** in MeshMesh Studio represents a goal or objective you want to accomplish. Describe what you want in natural language, and your AI assistant figures out the steps needed to make it happen. Tasks automatically track progress, create artifacts, and save results for future reference. ## Types of Tasks Simple, focused tasks that accomplish one thing: * Show me my Marketing Cloud templates * Create a customer segment of high-value buyers * Generate a campaign performance report Complex tasks requiring multiple actions: * Create a welcome email series with 3 emails * Set up a customer journey from acquisition to retention * Integrate data from multiple sources and create analysis Tasks that evolve through conversation: * Start with broad exploration * Narrow based on findings * Iterate until desired outcome achieved ## Task Components A short, descriptive title for your task that appears in task list and makes tasks searchable. **Example**: "Q4 Holiday Campaign Setup" Detailed explanation of what you want to accomplish. Written in natural language, can be as specific or general as needed. **Example**: ``` Create a holiday marketing campaign for Q4 that includes: - 3 promotional emails (Black Friday, Cyber Monday, Holiday Sale) - Customer journey with automated triggers - Performance tracking dashboard Use our standard holiday brand kit and target customers who purchased during last year's holiday season. ``` Additional information that helps the AI: * Brand guidelines * Target audience * Platforms to use * Constraints or requirements Complete record of the task including all messages exchanged, steps completed, artifacts created, time spent, and results achieved. ## Task Lifecycle B{Specific Enough?} B -->|No| C[AI Requests Details] C --> A B -->|Yes| D[AI Plans Approach] D --> E[Execute Steps] E --> F[Create Artifacts] F --> G[Present Results] G --> H{Meets Needs?} H -->|No| I[Refine & Iterate] I --> E H -->|Yes| J[Save & Complete] style A fill:#4CAF50 style J fill:#2196F3 style F fill:#FF9800 `} /> **You describe** what you want to accomplish **AI analyzes** your request and plans the approach **You review** the plan (if needed) before execution begins **AI performs** the necessary steps automatically **Progress tracked** in real-time as each step completes **Artifacts created** to document important discoveries **Results presented** with summaries and visualizations **Artifacts available** for detailed exploration **Follow-up questions** can be asked **Results saved** automatically **Artifacts preserved** for future reference **Shareable** with team members ## Working with Tasks ### Create Your Task Choose from three methods: **From Scratch**: Click "New Task", name it, describe what you want, and start **From Template**: Browse template library, select matching goal, customize, and start **From Previous Task**: Open completed task, click "Create Similar Task", modify, and start ### Organize by Status Use categories, priorities, and status filters to manage multiple concurrent tasks. * **Active**: Currently in progress * **Waiting**: Paused, waiting for input * **Completed**: Finished successfully * **Archived**: Moved to archive ### Search and Filter Find tasks by name, description, artifacts created, date, platforms used, or team members involved. ## Best Practices Be specific, provide context, and state constraints clearly. ### Examples **Be Specific**: * ❌ "Do something with emails" * ✅ "Create a welcome email series with 3 emails for new customers" **Provide Context**: * ❌ "Make a campaign" * ✅ "Create a Black Friday campaign targeting customers who abandoned carts in the last 30 days" **State Constraints**: * ❌ "Build a journey" * ✅ "Build a customer journey that sends no more than 2 emails per week and respects opt-out preferences" ### Breaking Down Complex Tasks For very complex goals, start with a high-level task, review what AI discovers, create separate tasks for each major component, and link related tasks together. ## Task Performance Complete in 2-5 minutes. Quick operations and single-platform queries. Complete in 5-15 minutes. Multi-step workflows and moderate complexity. May take 15-30 minutes. Advanced integrations and extensive operations. Tasks automatically timeout after 30 minutes. Break very large tasks into smaller pieces and save progress incrementally. ## Troubleshooting * Check internet connection * Verify platform connectivity * Break into smaller tasks * Review task description for clarity * Check which platforms were used * Ask AI to explain its approach * Check error message * Verify permissions and access * Try rephrasing your request ## Tips & Tricks * **Leverage Task History**: Review what worked well and create templates from successful patterns * **Run Concurrent Tasks**: Multiple tasks run independently with results available as each completes * **Iterate Freely**: Refine based on results and adjust approach as needed * **Share with Team**: Collaborate on tasks and build organizational knowledge ## Next Steps Discover how task outputs are captured and organized Learn about MeshMesh's AI context model Set up your Salesforce connections to start working # Chat import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; # Chat with Your AI Assistant The chat interface is your primary way to interact with MeshMesh. Type what you want to do in natural language, and the AI assistant helps you accomplish your Salesforce tasks. The chat works like having a conversation with an expert who knows your Salesforce environment ## Conversation Flow >MeshMesh: Ask question in plain English MeshMesh->>Salesforce: Query data/Execute action Salesforce-->>MeshMesh: Return results MeshMesh-->>User: Present insights & outputs User->>MeshMesh: Follow-up question MeshMesh->>Salesforce: Refined query with context Salesforce-->>MeshMesh: Updated results MeshMesh-->>User: Contextual response `} /> ## How It Works Query your data in plain English without complex syntax or technical jargon. **Example:** ``` "Show me all contacts who opened an email in the last 7 days" ``` Receive actionable results with exportable tables, copy-to-clipboard code, and downloadable reports. **Features:** * Interactive data tables * One-click exports * Runnable code snippets The AI remembers your conversation and builds on previous requests for complex workflows. **Example:** ``` User: "Show me VIP customers" AI: [Shows data] User: "Now create an email campaign for them" ``` Upload and analyze different types of content including text, data, images, and documents. **Supported:** * CSV and Excel files * Images and PDFs * Code and configuration files ## Example Conversations ``` User: How many subscribers in each list? AI: Results: Newsletter: 12,453 VIP Customers: 2,891 ``` ``` User: Create a welcome email with first name personalization AI: I'll create a personalized email: Hi %%FirstName%%, Welcome to our community! ``` ``` User: Compare email performance for Q3 vs Q4 AI: I'll analyze your email metrics... Q3 Open Rate: 24.5% Q4 Open Rate: 28.3% Improvement: +3.8% ``` ## Tips and Tricks **Be Specific:** Include details like date ranges and data fields for better results **Use Follow-ups:** Build on previous queries - the AI remembers your conversation context **Ask for Examples:** Not sure how to phrase something? Ask "show me how to..." for step-by-step guidance **Export Results:** Save data tables, code snippets, and reports for use in other tools Learn how to connect your Salesforce products Master effective AI communication # Connections import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; import { Steps } from 'fumadocs-ui/components/steps'; # Connections & Integrations Connect MeshMesh to your Salesforce products, extend capabilities with MCPs (Model Context Protocol), and enable agent-to-agent communication with A2A. All connections are encrypted and you maintain full control over data access. Quick Setup: Most connections take less than 5 minutes to configure ## Overview MeshMesh integrates with your tools and services through three main connection types: Direct connections to Sales Cloud, Marketing Cloud, Service Cloud, Data Cloud, and more using Salesforce OAuth and APIs Extend AI capabilities with specialized tools, external services, databases, and custom integrations Enable communication between AI agents for multi-agent workflows and specialized service delegation ## Salesforce Products Connect your Salesforce ecosystem to query data, manage campaigns, automate workflows, and more. ### Supported Products **Salesforce Core Products** Connect via **Salesforce OAuth** for: * Sales Cloud * Revenue Cloud * Service Cloud * Industry Cloud * Data Cloud * Agentforce * Einstein * CRM Analytics * Commerce Cloud * Experience Cloud * Marketing Cloud Growth * Marketing Cloud Advanced * Marketing Cloud Next * Flows * APEX * Lightning Apps **What is Salesforce OAuth?** A secure authentication method that allows MeshMesh to connect to your Salesforce org through your browser, without requiring credentials to be stored. **Permissions:** MeshMesh can only act on Salesforce products, features, and data capabilities based on your specific user permissions in Salesforce. **Marketing Cloud Engagement** Connect via **Install Packages** with Server-to-Server component for: * Data Extensions * Email Studio * Journey Builder * Automation Studio * Content Builder **Required Information:** * Client ID and Secret * Authentication Base URI * REST Base URI * SOAP Endpoint URL **Permissions:** Data Extensions, Email, Journeys, Automation (Read/Write) **Learn more:** [Marketing Cloud Install Packages](https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/install-packages.html) **Mulesoft MCP Gateway** Connect via **MCP Server Integration** for: * API-led connectivity * Integration patterns * MCP server capabilities **Required Information:** * MCP Gateway access credentials * API endpoint configuration * Integration permissions **Learn more:** [Mulesoft MCP Server](https://docs.mulesoft.com/mulesoft-mcp-server/) ### Salesforce Setup ### Select Salesforce from Connections Navigate to the Connections page and select "Salesforce" ### Login to your Salesforce Org through the browser You'll be redirected to Salesforce to authenticate with your credentials ### You're connected! Your Salesforce org is now connected and ready to use You can add multiple Salesforce orgs by repeating this process **Important:** MeshMesh can only act on Salesforce products, features, and data capabilities based on your specific permissions to work in Salesforce. If something in Salesforce is not acting as expected through MeshMesh, a common culprit is your user permissions to administrate Salesforce effectively. ### Create Installed Package 1. Navigate to Setup → Apps → Installed Packages 2. Create new package with Server-to-Server component 3. Configure API permissions: * Data Extensions (Read/Write) * Email (Read/Write) * Journeys (Read/Write) * Automation (Read/Write) ### Save Credentials Copy and securely store: * Client ID * Client Secret * Authentication Base URI * REST Base URI * SOAP Endpoint URL ### Connect in MeshMesh 1. Go to Connections page 2. Click "Add New Connection" 3. Select "Marketing Cloud Engagement" 4. Enter your credentials 5. Test connection and save **Reference:** [Install Packages Documentation](https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/install-packages.html) ### Configure Gateway Access 1. Set up MCP Gateway credentials 2. Configure API endpoint 3. Enable integration permissions ### Test Gateway Connectivity Verify your MCP Gateway is accessible and responding ### Connect in MeshMesh 1. Go to Connections page 2. Click "Add New Connection" 3. Select "Mulesoft MCP Gateway" 4. Enter gateway credentials 5. Test connection and save **Reference:** [Mulesoft MCP Server Documentation](https://docs.mulesoft.com/mulesoft-mcp-server/) ## MCPs (Model Context Protocol) MCPs extend your AI tasks with specialized capabilities—from querying databases to calling APIs to generating content. Think of MCPs as plugins that give your AI superpowers. ### What are MCPs? Model Context Protocol is a standardized way for AI models to interact with external systems. MCPs enable your tasks to: * Access real-time data from external services * Query databases and data warehouses * Call third-party APIs * Generate specialized content * Communicate with other AI agents ### Built-in MCPs Several MCPs are automatically available with no additional setup required: Query Data Extensions, manage Journeys, create Email campaigns, and automate marketing workflows Connect to and communicate with other AI agents using the Agent-to-Agent protocol Generate structured content, documents, and formatted outputs Create platform-specific content for LinkedIn, Twitter, Facebook, and more Built-in MCPs are ready to use immediately in any task—just reference them naturally! **Example Usage:** ``` "Query Marketing Cloud for all active journeys" "Generate a LinkedIn post about our new product" "Call the weather-agent to get today's forecast" "Create a summary document from this data" ``` ### Import Custom MCPs Add any standard MCP to extend capabilities further: ### Go to Connections Page Navigate to Connections → Import MCP Config ### Paste MCP Configuration Enter your MCP JSON configuration: ```json { "command": "npx", "args": ["-y", "@modelcontextprotocol/server-brave-search"], "env": { "BRAVE_API_KEY": "YOUR_API_KEY_HERE" } } ``` **Other examples:** ```json { "command": "npx", "args": ["-y", "@modelcontextprotocol/server-github"], "env": { "GITHUB_TOKEN": "ghp_your_token_here" } } ``` ```json { "command": "node", "args": ["/path/to/your/mcp-server.js"], "env": { "DATABASE_URL": "postgresql://...", "API_KEY": "your-key" } } ``` ```json { "url": "https://api.example.com/mcp", "headers": { "Authorization": "Bearer YOUR_TOKEN", "Content-Type": "application/json" } } ``` ### Auto-Detection MeshMesh automatically detects: * Required credentials and environment variables * Field types (passwords, URLs, numbers, text) * MCP communication type (stdio, HTTP, SDK) ### Enter Credentials Fill in the detected credential fields securely ### Save and Use Your MCP is now available in all tasks! Any MCP following the standard Model Context Protocol will work with MeshMesh ### Using MCPs in Tasks Once configured, MCPs work seamlessly with natural language. The AI automatically selects the right MCP based on your request: ``` "Show me all Data Extensions with more than 10,000 subscribers" "Create a new journey for abandoned cart emails" "List all emails sent in the last 7 days with open rates" "Update the welcome journey to include a 2-day delay" ``` ``` "Search for recent articles about AI agents using Brave Search" "Query the customer database for accounts created this month" "Get the latest stock price for TSLA from the finance API" "Fetch weather forecast for San Francisco" ``` ``` "Create a social media post for LinkedIn about our new feature" "Generate a summary document from this meeting transcript" "Write a tweet thread about today's product launch" "Create an artifact with Q4 sales data formatted as a table" ``` ## A2A (Agent-to-Agent Protocol) A2A enables AI agents to discover and communicate with each other, allowing for sophisticated multi-agent workflows and specialized service delegation. ### What is A2A? The Agent-to-Agent protocol allows different AI agents to: * **Discover** each other's capabilities automatically * **Communicate** using standardized message formats * **Collaborate** on complex, multi-step tasks * **Delegate** specialized work to expert agents The A2A MCP is built-in and available immediately—no manual configuration required! ### Use Cases Connect to domain-specific agents like weather services, financial analysis, data analytics, or industry-specific tools Orchestrate complex tasks where different agents handle their areas of expertise (research, analysis, content creation) Bridge MeshMesh with A2A-compatible services from other platforms and vendors Build modular AI systems where each agent has clear responsibilities and can be updated independently ### Getting Started with A2A **Basic A2A Operations:** Add an A2A-compatible agent to your session: ``` "Register the weather agent at https://weather.example.com/a2a" "Add the analytics-agent from https://analytics-api.company.com" ``` Agents are stored in an in-memory registry (session-scoped) for security. List registered agents and their capabilities: ``` "List all registered A2A agents" "What can the weather-agent do?" "Show me the capabilities of the analytics-agent" ``` Send requests to specific agents: ``` "Ask the weather-agent for the forecast in Seattle" "Have the analytics-agent summarize Q4 sales data" "Call the translation-agent to convert this text to Spanish" "Get market analysis from the finance-agent for TSLA" ``` The AI handles the A2A protocol communication automatically. ### A2A Message Flow >MeshMesh: "Call weather-agent for Seattle" MeshMesh->>A2A_MCP: Parse request A2A_MCP->>External_Agent: A2A Protocol Request Note over A2A_MCP,External_Agent: Standardized message format External_Agent->>A2A_MCP: Response (weather data) A2A_MCP->>MeshMesh: Formatted result MeshMesh->>User: "Seattle: 72°F, Partly cloudy..." `} /> ### A2A Security Features * **In-memory registry** - Agents registered per session (not persisted) * **Network timeouts** - Automatic timeout handling for unresponsive agents * **Error handling** - Graceful degradation when agents are unavailable * **Future authentication** - OAuth2/JWT support planned A2A agents are session-scoped for security—they don't persist between sessions and must be re-registered ## Connection Architecture All connection types work together seamlessly in your AI tasks: MeshMesh[MeshMesh AI] MeshMesh --> SF[Salesforce Connections] MeshMesh --> MCP[MCP Integrations] MeshMesh --> A2A[A2A Agents] SF --> SF1[Sales Cloud
via OAuth] SF --> SF2[Marketing Cloud
via API] SF --> SF3[Mulesoft
via MCP Gateway] MCP --> MCP1[Built-in MCPs
SFMC, A2A, etc.] MCP --> MCP2[Custom MCPs
External Services] MCP --> MCP3[Community MCPs
GitHub, DBs, etc.] A2A --> A2A1[Registered Agents
Session-scoped] A2A --> A2A2[External Services
A2A-compatible] SF1 --> Data[(Your Data)] SF2 --> Data SF3 --> Data SF4 --> Data MCP2 --> Data MCP3 --> Data A2A1 --> Data A2A2 --> Data style User fill:#4CAF50 style MeshMesh fill:#2196F3 style Data fill:#FF9800 `} /> ## Security All credentials encrypted at rest and in transit with zero-knowledge architecture and SOC 2 compliance You control permissions through Salesforce scopes, MCP configurations, and connection settings. Audit logs track all actions. Credentials never exposed in logs, task outputs, or error messages Automatic token refresh keeps connections active without manual intervention Enable, disable, or revoke any connection instantly without affecting others A2A agents are session-scoped and don't persist, reducing security risks **For all connections:** * Never share API credentials or tokens publicly * Use least-privilege permissions and scopes * Regularly rotate credentials and API keys * Monitor connection audit logs * Review permissions before enabling new connections **For Salesforce:** * Regularly review and audit connected apps * Use dedicated users with appropriate permissions for integration work **For MCPs:** * Never commit MCP configurations with real credentials to version control * Use environment variables for sensitive data * Review MCP permissions before importing **For A2A:** * Only register trusted A2A agents * Verify agent URLs before registration * Monitor agent calls in audit logs ## Troubleshooting **Symptoms:** Authentication errors or permission denied **Solutions:** * Ensure you're logging in with the correct Salesforce org credentials * Check that your user has the necessary permissions in Salesforce * Try disconnecting and reconnecting your Salesforce org * Verify your Salesforce org is active and accessible * Clear browser cache and cookies, then try again **Symptoms:** Invalid credentials or permission errors **Solutions:** * Verify Client ID and Secret are correct * Check that Authentication Base URI matches your MC instance * Ensure Installed Package has required permissions enabled * Confirm package has Server-to-Server component * Test credentials directly via Postman or API client **Symptoms:** Task hangs or times out when using an MCP **Solutions:** * Verify the MCP service/script is running * Check network connectivity for HTTP-based MCPs * Review MCP logs in Connections page * Ensure credentials are valid and not expired * Try disabling and re-enabling the MCP * For custom MCPs, verify command/script paths **Symptoms:** Error when importing MCP configuration **Solutions:** * Validate JSON syntax using a JSON validator * Ensure all required fields are present (command or url) * Check that command paths are absolute or in PATH * Verify node/npm/npx is installed for npm packages * Review error message for specific field issues **Symptoms:** "Agent not found" or connection timeout **Solutions:** * Verify the agent URL is correct and accessible * Check that the agent supports A2A protocol * Ensure the agent service is running and responsive * Try re-registering the agent in your current session * Review network timeouts and agent health status **Symptoms:** "Authentication failed" after previously working **Solutions:** * Wait for automatic token refresh (usually happens automatically) * For Salesforce: Try re-authenticating through the browser OAuth flow * For Marketing Cloud: Verify Client ID/Secret are still valid * For custom MCPs: Check if credentials need rotation * If persistent, try reconnecting from scratch **Symptoms:** "Access denied" or "Insufficient privileges" **Solutions:** * **Salesforce Core:** Check user scopes and permissions * **Marketing Cloud:** Verify Installed Package permissions * **MCPs:** Review MCP configuration permissions * Contact your admin to grant required permissions ### Build Your Own Want to create custom MCPs or A2A agents? * [MCP Specification](https://modelcontextprotocol.io/introduction) * [MCP SDK Documentation](https://modelcontextprotocol.io/docs/sdk) * [Example MCP Servers](https://github.com/modelcontextprotocol/servers) * [A2A Protocol Specification](https://a2a-protocol.io) Any tool following the MCP or A2A standards will work with MeshMesh—no proprietary integration needed! ## Next Steps Start using your connections in AI tasks Use MeshMesh with natural language Learn effective AI communication See real-world usage examples # Commerce Cloud import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; # Commerce Cloud Commerce Cloud is Salesforce's e-commerce platform for B2C and B2B digital experiences. Build mobile-first storefronts with AI-powered personalization and seamless Salesforce integration. B[Product Catalog] B --> C[AI Recommendations] C --> D[Add to Cart] D --> E[Checkout] E --> F{Payment Success?} F -->|Yes| G[Order Fulfillment] F -->|No| H[Retry Payment] H --> E G --> I[Customer Success] style A fill:#4CAF50 style I fill:#2196F3 `} /> ## What You Can Do Mobile-first storefronts with personalized product recommendations Account-based pricing, bulk ordering, and approval workflows Real-time inventory, fulfillment tracking, and returns processing Multiple gateways, subscriptions, and international currencies ## Product Catalog Management Manage products, categories, pricing, and inventory. Ask MeshMesh: "Show me all products with low inventory that are on sale" **Common Use Cases:** * Product information management * Category organization and navigation * Variant management (size, color, style) * Pricing and promotions **Example Request:** "Update inventory for SKU12345 to 50 units and apply a 20% discount" ## Shopping Experience Create personalized shopping journeys with AI-powered recommendations. Intelligent search, faceted filtering, and category browsing. Einstein recommendations suggest products based on browsing and purchase history. Dynamic content based on customer behavior, location, and preferences. Personalized pricing for B2B customers and loyalty tiers. One-page checkout optimization. Multiple payment methods, saved addresses, and express checkout for returning customers. ## API Operations MeshMesh handles API complexity automatically. Describe what you need in plain English. ```http GET /s/{site_id}/dw/shop/v21_3/products ?q={search_query} &category_id={category} &limit=50 ``` Retrieve products, search, and filter by category or attributes. ```json POST /baskets/{basket_id}/items { "product_id": "prod_123", "quantity": 2 } ``` Add items to cart, update quantities, apply coupons, and calculate totals. ```http POST /orders ``` Create orders, process payments, and track order status. Retrieve order history and details. ## Key Objects **Product** stores item information and attributes. **Fields:** * id, name, description * price, currency * categories, variations * images, inventory **Example:** Manage product catalog with pricing and stock levels. **Order** tracks customer purchases. **Fields:** * order\_no, status, total * customer\_info, billing, shipping * product\_items, payments * shipments, tracking **Example:** Process and fulfill customer orders. **Customer** maintains shopper profiles. **Fields:** * customer\_no, email * addresses, payment\_methods * order\_history, preferences * loyalty\_points **Example:** Personalize experiences based on customer data. **Inventory** manages stock across locations. **Fields:** * product\_id, location\_id * quantity\_on\_hand * allocated, available * reorder\_threshold **Example:** Track stock levels and fulfill from optimal locations. ## Use Cases Unified inventory, buy online pick up in-store, and consistent pricing Progressive web apps, mobile checkout, and location-based services Multi-language, multi-currency, and region-specific tax calculations Account-based catalogs, contract pricing, and approval workflows ## Authentication Commerce Cloud uses OAuth 2.0 for API authentication. Use for server-to-server integrations and backend operations. ```http POST /oauth2/token Content-Type: application/x-www-form-urlencoded grant_type=client_credentials& client_id=YOUR_CLIENT_ID& client_secret=YOUR_CLIENT_SECRET ``` Use for customer-facing operations and personalized experiences. Implement guest checkout or registered customer authentication based on your business needs. ## Tips and Tricks **Product Management:** * Use product sets for bundling * Optimize images for mobile * Enable product recommendations * Set up inventory alerts **Performance Optimization:** * Cache product catalog data * Use CDN for static assets * Optimize search indexing * Monitor page load times **Conversion Optimization:** * Simplify checkout process * Enable guest checkout * Show trust badges * Offer multiple payment options ## Next Steps Set up your Commerce Cloud connection Learn more about managing products Explore e-commerce scenarios # Content Management import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Steps } from 'fumadocs-ui/components/steps'; # Content Management Salesforce Content Management provides centralized storage and distribution for digital assets across all Salesforce products. Manage images, videos, documents, and marketing content with enterprise-grade security. B[Content Management] B --> C[Marketing Cloud] B --> D[Experience Cloud] B --> E[Commerce Cloud] B --> F[Service Cloud] B --> G[Sales Cloud] C --> H[Customer Experiences] D --> H E --> H F --> H G --> H style A fill:#4CAF50 style B fill:#FF9800 style H fill:#2196F3 `} /> ## What You Can Do Store and organize images, videos, documents, and files Create reusable content blocks and email templates Track asset changes and maintain version history Share content seamlessly across Salesforce products ## Digital Asset Management Centralize all your marketing and sales assets in one secure location. Ask MeshMesh: "Upload these product images and organize them by category" **Supported File Types:** * Images: JPEG, PNG, GIF, WebP, SVG * Videos: MP4, MOV, AVI, WebM * Documents: PDF, DOC, PPT, XLS * Code: HTML, CSS, JavaScript **Example Request:** "Find all unused marketing assets from last quarter and archive them" ## Content Builder Create and manage marketing content with drag-and-drop tools. Build responsive email templates with reusable components. Save brand-compliant layouts for consistent messaging. Create modular content pieces used across campaigns. Update once, change everywhere automatically. Design conversion-optimized landing pages. Integrate with forms and tracking for campaign measurement. ## Organize Content ### Create Folder Structure Organize assets by campaign, product line, or content type for easy discovery. ### Add Metadata Tags Tag assets with keywords, categories, and properties for powerful search capabilities. ### Set Permissions Control who can view, edit, or delete content with role-based access controls. ### Enable Version Control Track changes, revert to previous versions, and maintain asset history automatically. ## API Operations MeshMesh handles API complexity. Just describe what you need in natural language. ```json POST /asset/v1/content/assets Content-Type: multipart/form-data { "name": "product-hero-image", "assetType": { "name": "image", "id": 28 }, "file": [binary data] } ``` ```http GET /asset/v1/content/assets ?$filter=name%20like%20'product%' &$orderby=modifiedDate%20desc ``` Search by name, tags, type, or date. Filter and sort results. ```json POST /asset/v1/content/assets { "name": "Welcome Email Header", "assetType": {"name": "htmlblock"}, "content": "

Welcome!

" } ``` ## Cross-Cloud Integration Content Management integrates seamlessly with all Salesforce products. Email templates, images, and journey content blocks Community assets, knowledge articles, and portal branding Product images, category banners, and promotional content Knowledge base articles, support docs, and training materials Presentation templates, product collateral, and case studies Dashboard images, report templates, and visualization assets ## Content Workflows Automate content approval and publishing with built-in workflows. Create content in draft mode. Collaborate with team members and make revisions before submission. Submit for review when ready. Reviewers receive notifications and can add comments. Approvers accept or reject with feedback. Multi-level approval chains supported for compliance. Approved content publishes automatically. Schedule publication dates and times in advance. ## Security and Governance Encryption at rest and in transit. Role-based access controls and complete audit trails. **Access Controls:** * Role-based permissions * Content approval workflows * Brand compliance enforcement * Audit trails for all changes **Data Protection:** * Encryption at rest and in transit * Geographic data residency * Automated PII detection * Content lifecycle management ## Tips and Tricks **Asset Organization:** * Use consistent naming conventions * Tag assets with searchable metadata * Create logical folder hierarchies * Archive outdated content regularly **Performance Optimization:** * Optimize image sizes for web * Use CDN for global delivery * Enable caching where appropriate * Monitor storage usage **Content Reuse:** * Build modular content blocks * Create template libraries * Use dynamic content tokens * Share assets across teams ## Next Steps Set up your Content Management connection Learn more about organizing content Explore content management scenarios # Data Cloud import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Steps } from 'fumadocs-ui/components/steps'; # Data Cloud Data Cloud is Salesforce's Customer Data Platform (CDP). Unify customer data from multiple sources, create 360-degree profiles, and activate data across all your systems in real-time. B[Data Ingestion] B --> C[Identity Resolution] C --> D[Unified Customer Profile] D --> E[Segmentation Engine] E --> F[Marketing Cloud] E --> G[Sales Cloud] E --> H[Service Cloud] E --> I[Commerce Cloud] style A fill:#4CAF50 style D fill:#2196F3 style E fill:#FF9800 `} /> ## What You Can Do Merge data from multiple sources into single customer profiles Create real-time audiences based on any customer attribute or behavior Send segments to Marketing, Sales, Service, and Commerce clouds Use AI to predict churn, lifetime value, and next best actions ## Unified Customer Profiles Create a single source of truth for each customer by merging data from all touchpoints. Ask MeshMesh: "Show me high-value customers who purchased in the last 30 days" **Identity Resolution:** * Match customers across email, phone, and IDs * Configure matching rules and thresholds * Resolve duplicates automatically * Maintain data lineage **Example Request:** "Create a unified profile merging web, mobile, and in-store purchase data" ## Real-Time Segmentation Build dynamic audience segments that update in real-time as customer behavior changes. Segment based on actions: purchases, page views, email clicks, support cases. Updates instantly as customers interact. Traditional segmentation: age, location, income, industry. Combine with behavioral data for precision targeting. AI-powered segments: likely to churn, high lifetime value, next best product. Einstein predictions built-in. ## Data Ingestion ### Connect Data Sources Link Salesforce clouds, external databases, data warehouses, and third-party apps. ### Map Data Fields Define how source fields map to Data Cloud's standard data model objects. ### Configure Sync Set up real-time streaming or scheduled batch imports based on data volume and freshness needs. ### Validate Data Monitor data quality, completeness, and ingestion errors through dashboards. ## Query with SQL Query unified customer profiles using SQL syntax. MeshMesh converts natural language to SQL automatically. No need to write queries manually. ```sql SELECT UnifiedIndividual.Id, UnifiedIndividual.FirstName__c, UnifiedIndividual.Email__c, UnifiedIndividual.LifetimeValue__c FROM UnifiedIndividual__dlm WHERE UnifiedIndividual.LifetimeValue__c > 1000 AND UnifiedIndividual.LastPurchaseDate__c >= LAST_N_DAYS:30 ``` ## Data Activation Send segments to Salesforce clouds and external systems for immediate use. Personalized email campaigns and journey orchestration Intelligent lead scoring and account insights Context-aware customer support with complete history Dynamic pricing and product recommendations ## Key Objects **Unified Individual** combines all customer data into one profile. **Standard Fields:** * FirstName\_\_c, LastName\_\_c * Email\_\_c, Phone\_\_c * CreatedDate\_\_c **Calculated Fields:** * LifetimeValue\_\_c (total customer value) * LastPurchaseDate\_\_c (most recent transaction) * PreferredChannel\_\_c (primary interaction channel) **Data Model Objects (DMO)** standardize business data structures. **Individual:** Person demographics and contact info **Engagement:** Interactions, campaigns, touchpoints **Purchase:** Transactions, orders, products **Custom:** Industry-specific data models **Segment** defines audience criteria and membership. **Properties:** * Name, description, criteria * Member count, refresh schedule * Activation targets * Creation and update timestamps ## API Operations ```json POST /connect/insights/ { "records": [{ "timestamp": "2024-03-15T10:30:00Z", "eventType": "Purchase", "customerId": "cust_12345", "attributes": { "productId": "prod_abc", "amount": 99.99 } }] } ``` Use SQL to query unified profiles, calculated insights, and segment membership through the Query API. Create, update, and activate segments programmatically. Monitor segment size and refresh status. ## Privacy and Compliance Data Cloud includes tools for GDPR, CCPA, and other privacy regulations. **Privacy Features:** * Right to be forgotten (data deletion) * Consent management and tracking * Data minimization with auto-delete * Field-level data classification * Complete audit trails **Example Request:** "Delete all data for [customer@example.com](mailto:customer@example.com) and log the deletion" ## Tips and Tricks **Data Quality:** * Set up data validation rules * Monitor ingestion error rates * Configure matching thresholds carefully * Review unified profiles regularly **Segmentation Best Practices:** * Start with simple segments * Test before activating to production * Monitor segment size changes * Use calculated insights for efficiency **Performance Optimization:** * Use batch ingestion for historical data * Stream real-time events for immediacy * Index frequently queried fields * Archive old engagement data ## Next Steps Set up your Data Cloud connection Learn more about querying unified profiles Explore customer data platform scenarios # Einstein Analytics import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; # Einstein Analytics Einstein Analytics (now part of Tableau CRM) is Salesforce's AI-powered business intelligence platform. Create interactive dashboards, predictive analytics, and machine learning models to make data-driven decisions. B[Data Integration] C[External Data] --> B B --> D[Dataset Creation] D --> E[Analytics Engine] E --> F[Interactive Dashboards] E --> G[Einstein AI Insights] G --> H[Predictive Models] F --> I[Business Decisions] H --> I style A fill:#4CAF50 style E fill:#FF9800 style I fill:#2196F3 `} /> ## What You Can Do Build visual analytics with charts, graphs, and real-time data Get automated insights, predictions, and anomaly detection Connect Salesforce data and external sources seamlessly Forecast outcomes and identify trends with machine learning ## Data Visualization Create interactive dashboards that tell compelling data stories. Ask MeshMesh: "Show me sales performance by region for Q4 in a dashboard" **Visualization Types:** * Charts: Bar, line, pie, scatter, funnel * Tables: Sortable, filterable data grids * Maps: Geographic data visualization * Custom: Build unique visualizations **Example Request:** "Create a dashboard showing revenue trends, pipeline analysis, and win rates" ## Einstein AI Insights Get automated insights and predictions powered by machine learning. Einstein Discovery analyzes your data and surfaces key insights automatically. Explains patterns, correlations, and drivers behind outcomes. Build predictive models without coding. Forecast churn, lifetime value, deal closure, and more with AI explanations. Automatic anomaly detection alerts you to unusual patterns. Catch issues early and investigate root causes. ## SAQL Query Language Query datasets using SAQL (Salesforce Analytics Query Language). MeshMesh converts natural language to SAQL automatically. No need to memorize syntax. ```sql q = load "opportunity_dataset"; q = filter q by 'StageName' == "Closed Won"; q = group q by 'Owner.Name'; q = foreach q generate 'Owner.Name' as 'Owner', sum('Amount') as 'Total_Revenue'; q = order q by 'Total_Revenue' desc; q = limit q 10; ``` Top 10 sales reps by revenue from won opportunities. ```sql q = load "opportunity_dataset"; q = foreach q generate 'Name', 'Amount', 'CloseDate', days_between('CreatedDate', 'CloseDate') as 'SalesCycle'; q = filter q by 'SalesCycle' < 90; q = order q by 'Amount' desc; ``` Opportunities closed within 90 days, sorted by amount. Common aggregate functions in SAQL: * `sum(field)` - Total values * `avg(field)` - Average calculation * `count()` - Count records * `min(field)` / `max(field)` - Minimum/Maximum * `unique(field)` - Distinct values ## API Operations ```http GET /services/data/v60.0/wave/datasets ?q={search_term} &sort=CreatedDate&order=desc ``` List, create, update, and delete datasets. Upload CSV data or connect to external sources. ```http GET /wave/dashboards/{dashboard_id} ?embed=true&format=json ``` Access dashboard definitions, widgets, and configurations programmatically. ```http POST /wave/query { "query": "q = load \"dataset\"; q = limit q 100;" } ``` Execute SAQL queries and retrieve results via API. ## Use Cases Revenue forecasting, pipeline analysis, and rep performance tracking Multi-touch attribution, campaign ROI, and lead source analysis Lifetime value analysis, churn prediction, and behavioral segmentation Service case analysis, team productivity, and process optimization ## Key Objects **Dataset** stores analytics data collections. **Fields:** * id, name, label * rowCount (number of records) * fields (column definitions) * datasetType (source) **Example:** Import opportunity data for sales analysis. **Dashboard** defines interactive visualizations. **Fields:** * id, name, description * folderId (parent folder) * state (configuration JSON) * layout (grid positioning) **Example:** Create executive sales dashboard. **Lens** represents saved explorations and charts. **Fields:** * id, name, type * datasetId (source dataset) * visualizationType * query (SAQL) **Example:** Save frequently used sales report view. ## Einstein Discovery Build predictive models with automated machine learning. Einstein Discovery builds ML models from your data. Just define your goal and let AI do the work. **What You Can Predict:** * Customer churn probability * Deal win likelihood * Lifetime customer value * Product recommendations * Next best action **How It Works:** 1. Select dataset and outcome variable 2. Einstein analyzes patterns automatically 3. Review AI-generated insights and model 4. Deploy predictions to Salesforce 5. Monitor and improve over time ## Tips and Tricks **Dashboard Design:** * Start with key metrics at the top * Use consistent color schemes * Limit dashboards to 5-7 widgets * Add filters for interactivity **Query Performance:** * Filter data early in SAQL queries * Use appropriate aggregations * Limit result sets when possible * Index frequently queried fields **Data Quality:** * Clean source data before import * Validate data types and formats * Set up automated data refresh * Monitor dataset health ## Next Steps Set up your Einstein Analytics connection Learn more about querying datasets Explore analytics and BI scenarios # Experience Cloud import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Steps } from 'fumadocs-ui/components/steps'; # Experience Cloud Experience Cloud lets you build branded digital experiences for customers, partners, and employees. Create communities, portals, and websites with seamless Salesforce integration. >Community: Visit self-service portal Community->>Knowledge: Search for solution alt Solution Found Knowledge-->>Customer: Display article Customer->>Customer: Resolve issue else Needs Help Customer->>Support: Create case Support->>Support: Agent reviews Support-->>Customer: Provide solution Customer->>Community: Rate article end `} /> ## What You Can Do Self-service portals with knowledge base and peer support Collaboration spaces for partners with deal registration Internal communication and knowledge sharing Branded websites with Salesforce data integration ## Community Management Build engaging communities for different audiences. Ask MeshMesh: "Show me the most active community members this month" **Key Features:** * Branded community sites * User-generated content * Gamification (badges, points) * Moderation workflows **Example Request:** "Create a new customer community with knowledge base and case creation" ## Community Types Self-service support with knowledge articles, case tracking, and peer-to-peer forums. Reduce support costs with deflection. Dedicated partner collaboration with deal registration, training materials, and resource libraries. Enable partner success. Internal communication hub with company news, knowledge sharing, and employee recognition programs. ## Knowledge Base Integration Integrate Salesforce knowledge articles for self-service support. ### Create Knowledge Articles Write help documentation, FAQs, and troubleshooting guides in Salesforce. ### Configure Search Enable powerful search across articles. AI recommends relevant content automatically. ### Add to Community Display articles in your community with categories and featured content. ### Track Effectiveness Monitor which articles resolve cases. Update based on customer feedback. ## API Operations MeshMesh handles API complexity. Describe community operations in natural language. ```http GET /connect/communities/{community_id}/members ?pageParam={page_token}&pageSize=25 ``` Manage community members, roles, and permissions. ```json POST /connect/communities/{community_id}/chatter/feed-elements { "body": { "messageSegments": [{ "type": "Text", "text": "Hello Community!" }] } } ``` Create posts, discussions, and announcements. Track community engagement, popular content, and member activity. Export metrics for reporting. ## Experience Builder Design and customize your community with drag-and-drop tools. Drag-and-drop components to create custom pages Add Lightning Web Components for advanced features Automatic mobile optimization for all devices Meta tags, sitemaps, and search engine optimization ## Gamification Engage members with points, badges, and leaderboards. Award reputation points for helpful answers, posts, and participation. Members earn status as they contribute. Create custom badges for achievements. Recognize experts, helpful members, and milestones. Display top contributors and active members. Foster friendly competition and engagement. ## Key Objects **Network** represents the community configuration. **Fields:** * Id, Name, UrlPathPrefix * Status (Active/Inactive) * Template (site template type) **Example:** Main community or site settings. **NetworkMember** represents user profiles. **Fields:** * NetworkId, MemberId * ReputationPoints * DefaultGroupNotificationFrequency * Profile, Role **Example:** Community user accounts and permissions. **FeedElement** represents posts and content. **Fields:** * Type (TextPost, ContentPost, LinkPost) * Body, Title * CreatedDate, Visibility * Likes, Comments **Example:** Community posts and discussions. ## Use Cases Self-service knowledge base reduces case volume by 30-50% Training, resources, and deal registration in one portal User-generated reviews, feature requests, and beta testing Internal communication, recognition, and knowledge sharing ## Authentication and Security Control community access with flexible authentication options. Use role-based permissions, data security rules, and guest user profiles appropriately. **Authentication Methods:** * Salesforce login * Social login (Google, Facebook) * Single sign-on (SSO) * Self-registration **Security Controls:** * Profile-based permissions * Sharing rules for data access * Content moderation * Guest user restrictions ## Tips and Tricks **Community Engagement:** * Seed initial content before launch * Feature top contributors * Respond to questions quickly * Run contests and challenges **Performance Optimization:** * Enable caching for static content * Optimize images and media * Use Lightning components efficiently * Monitor page load times **Content Strategy:** * Organize knowledge by topic * Create featured articles * Update content regularly * Encourage user contributions ## Next Steps Set up your Experience Cloud connection Learn more about building communities Explore community and portal scenarios # Marketing Cloud Engagement import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Steps } from 'fumadocs-ui/components/steps'; # Marketing Cloud Engagement Marketing Cloud Engagement is Salesforce's comprehensive email marketing and customer journey platform. Create personalized, data-driven campaigns across email, mobile, social, web, and advertising channels. B[Journey Builder] B --> C[Email Studio] B --> D[Mobile Studio] B --> E[Social Studio] C --> F[Personalized Customer Experience] D --> F E --> F style A fill:#4CAF50 style F fill:#2196F3 `} /> ## What You Can Do Build responsive emails with drag-and-drop tools, A/B testing, and send optimization Orchestrate multi-channel campaigns with conditional logic and behavior-based automation Send SMS/MMS messages and push notifications for mobile app engagement Store and manage customer data with custom tables and SQL queries ## Email Campaigns Use Email Studio to create and send targeted email campaigns. Skip the API complexity. Just describe what you want: "Send a welcome email to all new subscribers from last week" **Common Use Cases:** * Welcome series for new subscribers * Abandoned cart recovery * Re-engagement campaigns * Birthday and anniversary emails **Example Request:** "Create an email template for our summer sale and send it to VIP customers" ## Customer Journeys Journey Builder orchestrates multi-channel campaigns that respond to customer behavior in real-time. Trigger emails based on customer actions, time delays, or data changes. Perfect for onboarding sequences and nurture campaigns. Combine SMS, push notifications, and in-app messages. Ideal for time-sensitive promotions and transactional updates. Coordinate across email, mobile, social, and advertising. Deliver consistent messaging across all touchpoints. ## Data Management Data Extensions store your customer information and campaign data. **Key Capabilities:** * Custom data tables with flexible schemas * SQL query definitions for segmentation * Import definitions for batch data loads * API access for real-time updates **Example Request:** "Show me all customers who purchased in the last 30 days from my CustomerData extension" ## AMPScript Automation AMPScript adds dynamic personalization to your emails. MeshMesh generates AMPScript automatically. Describe your personalization needs in plain English. ```javascript %%=Concat('Hello ', ProperCase(FirstName), '!')=%% ``` Greet customers by name with proper capitalization. ```javascript %%=Lookup('CustomerData', 'Points', 'Email', emailaddr)=%% ``` Pull customer loyalty points from a data extension. ```javascript %%[ IF @tierLevel == "VIP" THEN SET @discount = "25%" ELSE SET @discount = "10%" ENDIF ]%% ``` Show different discounts based on customer tier. ## Authentication ### Register Your Application Create an app in Marketing Cloud with API access permissions. ### Request Access Token Use OAuth 2.0 client credentials flow to get your token. ```http POST /v2/token Content-Type: application/json { "grant_type": "client_credentials", "client_id": "YOUR_CLIENT_ID", "client_secret": "YOUR_CLIENT_SECRET" } ``` ### Use Token in API Calls Include the token in your request headers. ## Common API Operations Create, update, and query custom data tables Trigger transactional or promotional email sends Access open, click, and bounce data Update contact preferences and list memberships ## Security * Rotate API tokens regularly * Use OAuth 2.0 for all integrations * Enable IP allowlisting when possible * Monitor rate limits: 2,500 requests/hour **Data Protection:** * Field-level encryption for sensitive data * GDPR and CCPA compliance features * Automated data retention policies * Role-based access controls ## Tips and Tricks **Optimize Email Performance:** * Use A/B testing for subject lines and content * Segment audiences for better targeting * Monitor engagement metrics and adjust * Keep email lists clean and up-to-date **AMPScript Best Practices:** * Minimize data extension lookups * Cache lookup results in variables * Validate data before using it * Comment complex logic for maintenance **Journey Builder Tips:** * Start simple and add complexity gradually * Test journeys with small audiences first * Use wait activities strategically * Monitor journey analytics regularly ## Next Steps Set up your Marketing Cloud Engagement connection Explore common marketing automation scenarios Learn about secure integration practices # Marketing Cloud Next import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; # Marketing Cloud Next Marketing Cloud Next represents the future of AI-powered marketing automation. Built on autonomous agents and intelligent workflows, it delivers personalized experiences at scale through self-optimizing campaigns. B[Marketing Agent] B --> C{AI Analysis} C --> D[Audience Discovery] C --> E[Content Generation] C --> F[Channel Selection] D --> G[Campaign Launch] E --> G F --> G G --> H[Performance Monitoring] H --> I{Meets Goals?} I -->|No| J[Auto-Optimize] J --> G I -->|Yes| K[Success] style A fill:#4CAF50 style B fill:#FF9800 style K fill:#2196F3 `} /> ## What You Can Do Autonomous agents that create, optimize, and manage campaigns Predictive analytics, content generation, and send-time optimization Cross-channel coordination with real-time personalization Self-improving campaigns that learn from performance ## Autonomous Marketing Agents Deploy AI agents that handle complex marketing tasks with minimal oversight. Ask MeshMesh: "Create an agent to optimize my Black Friday campaign with a $50k budget" **Agent Capabilities:** * Goal setting and KPI definition * Audience discovery and segmentation * Creative generation and testing * Channel selection and timing * Performance monitoring and optimization **Example Request:** "Deploy a campaign agent to increase Q4 conversion rate by 15% within budget" ## Agent Types **Autonomous campaign creation and management** Sets goals, discovers audiences, generates content, selects channels, and optimizes performance automatically. Minimal human intervention required. **Individual customer experience optimization** Analyzes behavior, matches content, optimizes timing, learns channel preferences, and manages lifecycle progression for each customer. **Campaign performance improvement** Monitors metrics, tests variations, allocates budget, adjusts targeting, and scales winning strategies in real-time. ## Einstein AI Integration Built-in AI powers intelligent decisions across all marketing operations. AI identifies high-value segments, predicts customer behavior, and recommends optimal audiences for campaigns automatically. Generate email subject lines, body copy, social media posts, and landing pages. Einstein creates variations and tests automatically. Predict the best time to reach each individual customer. Einstein learns from engagement patterns to maximize open and click rates. Agents run continuous experiments on content, timing, and audiences. Winners scale automatically while losers are removed. ## API Operations MeshMesh converts natural language to agent configurations and API calls automatically. ```json POST /v1/agents { "name": "Q4_Campaign_Agent", "type": "campaign_optimizer", "objectives": { "primary": "conversion_rate", "target": 0.15 }, "constraints": { "budget": 50000, "duration": "90d" } } ``` ```http GET /v1/agents/{agent_id}/metrics ?timeframe=last_30_days &granularity=daily ``` Track agent decisions, performance trends, and optimization actions taken. ```http GET /einstein/v1/predictions ?model=customer_lifetime_value &audience_id=segment_12345 &prediction_window=90d ``` Access Einstein AI predictions and recommendations. ## Key Objects **Agent** represents autonomous marketing automation. **Properties:** * id, name, type, status * objectives (goals and KPIs) * constraints (budget, time, compliance) * learning\_rate (optimization speed) **Example:** Campaign optimizer agent for holiday promotions. **Prediction** stores AI-generated insights. **Properties:** * prediction\_id, model\_type * confidence\_score * prediction\_value * feature\_importance **Example:** Customer churn probability prediction. **Journey** orchestrates multi-channel experiences. **Properties:** * journey\_id, agent\_id * dynamic\_paths (AI-controlled) * optimization\_metrics * customer\_count **Example:** AI-managed customer onboarding journey. ## Use Cases Self-optimizing email campaigns with dynamic subject lines and budget reallocation AI-predicted next best actions with dynamic path adjustments AI-generated emails, social posts, and landing pages at scale Individual send-time optimization and contextual messaging ## Agent Configuration Begin with single-objective agents. Add complexity as you learn what works for your business. **Define Objectives:** * Primary goal (conversion, engagement, revenue) * Target metric value * Success criteria **Set Constraints:** * Budget limits and allocation rules * Time duration and deadlines * Compliance requirements * Brand guidelines **Configure Learning:** * Optimization aggressiveness * Intervention thresholds * Human override triggers * Testing parameters ## Migration from Marketing Cloud Engagement Marketing Cloud Next builds on Engagement foundations while adding autonomous capabilities. * Journey Builder → Autonomous Journey Agents * Email Studio → AI Content Generation * Automation Studio → Intelligent Orchestration * Analytics → Predictive Insights Existing data extensions, AMPScript, and API endpoints remain functional. Progressive feature adoption supported. Start by adding AI features to existing campaigns. Gradually transition to agent-based automation at your own pace. ## Tips and Tricks **Agent Management:** * Start with limited budgets while learning * Monitor agent decisions closely initially * Set conservative intervention thresholds * Review performance weekly **Optimization Strategy:** * Define clear, measurable objectives * Allow sufficient data for learning * Don't over-constrain agents initially * Balance automation with oversight **AI Best Practices:** * Provide quality training data * Validate predictions before full deployment * Monitor for bias and drift * Update models regularly ## Next Steps Set up your Marketing Cloud Next connection Learn how to configure marketing agents Explore autonomous marketing scenarios # Sales Cloud import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; # Sales Cloud Sales Cloud is Salesforce's CRM platform for managing leads, opportunities, accounts, and customer relationships. Automate your sales process from lead generation to deal closure. B{Qualify?} B -->|Yes| C[Convert to Opportunity] B -->|No| D[Nurture with Automation] C --> E[Manage Pipeline] E --> F{Close Deal?} F -->|Yes| G[Customer Success] F -->|No| H[Update & Follow Up] H --> E style A fill:#4CAF50 style G fill:#2196F3 `} /> ## What You Can Do Capture, score, route, and convert leads automatically Manage your sales pipeline with visual forecasting Maintain complete customer relationship histories Automate tasks, emails, and workflows ## Lead Management Capture and qualify leads efficiently with automated routing and scoring. Ask MeshMesh: "Show me all hot leads from this month that haven't been contacted yet" **Common Use Cases:** * Web-to-lead form creation * Behavioral and demographic scoring * Territory-based routing * Automated follow-up sequences **Example Request:** "Create a new lead for John Smith at Acme Corp with email [john@acme.com](mailto:john@acme.com)" ## Opportunity Pipeline Track deals through your sales process with stage-by-stage management. Visualize all opportunities by stage, owner, and close date. Quickly identify bottlenecks and at-risk deals. Predict revenue with rollup hierarchies and probability-weighted forecasting across your team. Track competitors, deal outcomes, and lessons learned to improve your sales process. ## SOQL Queries Query Salesforce data using SOQL (Salesforce Object Query Language). MeshMesh converts natural language to SOQL automatically. No need to write queries manually. ```sql SELECT Id, Name, Email, Company, Status FROM Lead WHERE CreatedDate = THIS_MONTH AND Status IN ('Open - Not Contacted', 'Working - Contacted') ORDER BY CreatedDate DESC LIMIT 100 ``` ```sql SELECT StageName, AVG(Amount), COUNT(Id) FROM Opportunity WHERE CloseDate >= THIS_QUARTER GROUP BY StageName ORDER BY AVG(Amount) DESC ``` ```sql SELECT Id, Name, Email, (SELECT Id, Subject FROM Tasks), (SELECT Id, Subject FROM Events) FROM Lead WHERE CreatedDate = THIS_MONTH ``` ## Key Objects **Lead** represents potential customers before qualification. **Standard Fields:** * FirstName, LastName, Email, Phone * Company, Status, Rating * LeadSource, Industry **Example:** Track incoming prospects and their qualification status. **Opportunity** represents potential sales deals. **Standard Fields:** * Name, AccountId, Amount * StageName, CloseDate, Probability * Type, LeadSource **Related Objects:** OpportunityLineItem, OpportunityContactRole, OpportunityHistory **Account** represents companies or organizations. **Standard Fields:** * Name, Type, Industry * Phone, Website, BillingAddress * ParentId (for hierarchies) **Example:** Maintain complete customer and prospect company records. **Contact** represents individuals at accounts. **Standard Fields:** * FirstName, LastName, Email * AccountId, Title, Phone * ReportsToId **Example:** Track decision-makers and influencers at customer companies. ## Authentication Authenticate using OAuth 2.0 for secure API access. ```http POST /services/oauth2/token Content-Type: application/x-www-form-urlencoded grant_type=password& client_id=YOUR_CLIENT_ID& client_secret=YOUR_CLIENT_SECRET& username=YOUR_USERNAME& password=YOUR_PASSWORD_AND_SECURITY_TOKEN ``` Append your security token to your password. Example: `MyPassword123` + `TOKEN456` = `MyPassword123TOKEN456` ## API Operations POST to /sobjects/Lead/ or /sobjects/Opportunity/ PATCH to /sobjects/Lead/\{Id} with changed fields GET with SOQL queries to retrieve records Use Bulk API for large data sets (1000+ records) ## Security and Permissions Control data access with profiles, permission sets, and sharing rules. * **Standard Profiles:** Sales User, Marketing User * **Custom Profiles:** Create industry-specific roles * **Permission Sets:** Grant additional permissions * **Permission Set Groups:** Bundle related permissions * **Org-Wide Defaults:** Set base access levels * **Role Hierarchy:** Grant upward access * **Sharing Rules:** Criteria-based sharing * **Manual Sharing:** Individual record access ## Tips and Tricks **Data Quality:** * Use validation rules to enforce data standards * Set up duplicate matching rules * Require key fields before saving * Archive old records regularly **Performance:** * Use selective SOQL queries * Index frequently queried fields * Bulk API for large operations * Monitor API call limits **Automation:** * Start with simple workflow rules * Use Process Builder for complex logic * Consider Flows for user interactions * Test automations thoroughly ## Next Steps Set up your Sales Cloud connection Learn more about querying data Explore sales automation scenarios # Service Cloud import { Callout } from 'fumadocs-ui/components/callout'; import { Card, Cards } from 'fumadocs-ui/components/card'; import { Tabs, Tab } from 'fumadocs-ui/components/tabs'; import { Accordion, Accordions } from 'fumadocs-ui/components/accordion'; # Service Cloud Service Cloud is Salesforce's customer service platform. Deliver exceptional support across all channels with case management, knowledge base, and omni-channel routing. >Service Cloud: Submit case via email/chat/web Service Cloud->>Knowledge Base: Search for solution alt Solution Found Service Cloud-->>Customer: Auto-respond with article else Needs Agent Service Cloud->>Agent: Route to skilled agent Agent->>Knowledge Base: Find relevant articles Agent-->>Customer: Provide personalized support Agent->>Service Cloud: Close case end `} /> ## What You Can Do Track and resolve customer issues across all channels Create self-service articles and solutions Route work intelligently based on skills and capacity Monitor SLA compliance and team performance ## Case Management Capture, track, and resolve customer service requests efficiently. Ask MeshMesh: "Show me all high priority cases created today that haven't been assigned" **Common Use Cases:** * Multi-channel case capture * Intelligent assignment and routing * Automated escalation rules * SLA tracking and enforcement **Example Request:** "Create a case for Sarah at Tech Corp about login issues with high priority" ## Knowledge Management Build a centralized knowledge base for agents and customers. Create articles with rich text, images, and videos. Use draft, review, and publish workflows with version control. Deflect cases with proactive article suggestions. Customers find answers before contacting support. AI recommends relevant articles during case resolution. Agents resolve issues faster with instant access to solutions. ## Omni-Channel Routing Route customer requests to the right agent at the right time. **Key Features:** * Real-time presence and availability * Skill-based routing * Capacity-based assignment * Priority queue management **Example Request:** "Route this case to an agent with billing expertise who's available now" ## Key Objects **Case** represents customer service requests. **Standard Fields:** * CaseNumber (auto-generated) * Subject, Priority, Status * Origin (Email, Web, Phone, Chat) * Type, Reason **Example:** Track support tickets from initial contact to resolution. **Knowledge\_\_kav** represents support documentation. **Standard Fields:** * Title, Summary, ArticleBody * PublishStatus, ValidationStatus * ArticleNumber (auto-generated) * IsVisibleInPkb (public visibility) **Example:** Store FAQ, troubleshooting guides, and how-to articles. **Entitlement** defines service level agreements. **Standard Fields:** * Name, AccountId, StartDate, EndDate * Type (number of cases or time-based) * SlaProcess (milestones and actions) **Example:** Track premium support agreements and response times. ## API Operations MeshMesh handles API calls automatically. Describe what you need in plain English. ```json POST /sobjects/Case/ { "Subject": "Product not working", "Status": "New", "Priority": "High", "Origin": "Web" } ``` ```http PATCH /sobjects/Case/{Id} { "Status": "Closed", "Resolution": "Issue resolved" } ``` ```http GET /search/?q=FIND {password reset} IN ALL FIELDS RETURNING KnowledgeArticleVersion(Id,Title,Summary) ``` ## Use Cases Unified agent interface for email, chat, phone, and social media Customer communities with knowledge articles and case tracking Schedule technicians and track on-site service appointments Monitor SLA compliance, resolution time, and agent productivity ## Tips and Tricks **Case Management Best Practices:** * Use assignment rules for automatic routing * Set up escalation rules for SLA violations * Create case templates for common issues * Use macros for repetitive tasks **Knowledge Base Optimization:** * Use clear, descriptive article titles * Include screenshots and videos * Review and update articles regularly * Track which articles resolve cases **Omni-Channel Configuration:** * Define realistic agent capacity * Configure skills based on expertise * Set priority for urgent work items * Monitor queue performance ## Next Steps Set up your Service Cloud connection Learn more about case workflows Explore customer service scenarios