Implementation Patterns

Implement lead scoring in Sales Cloud based on engagement signals
from Marketing Cloud. Score leads based on email opens, clicks,
and website visits.

Create a Flow that routes cases to the right queue based on
product category and customer tier.

Build automation that updates opportunity stage when key tasks
are completed. Send alerts to managers when deals are stuck.

Create a custom object to track partner referrals. Include fields
for partner name, referral date, opportunity link, and commission
status.

Implement a case escalation process. Cases should auto-escalate
after 24 hours without response for standard customers, 4 hours
for premium.

Set up a knowledge base structure for our support team.
Categories should match our product lines. Include article
templates for FAQs, troubleshooting, and how-to guides.

Create reports and dashboards for service metrics: average
resolution time, first contact resolution rate, CSAT by agent.

Create a unified customer profile in Data Cloud using data from
Sales Cloud and Marketing Cloud. Use email as the primary identity
key with fallback to phone number.

Create a segment for high-value customers who haven't engaged
in the last 30 days. High-value means lifetime spend over $5000.

Set up a data stream to ingest product data from our external
inventory system via IngestAPI.

Configure an activation target to export our VIP segment to an
S3 bucket daily for use by our data warehouse.

Create a welcome journey for new subscribers. Send a welcome email
immediately, a product showcase after 3 days, and a discount offer
after 7 days if they haven't purchased.

Create a data extension to store lead scores synced from Sales
Cloud. Fields: email, score, last_calculated, engagement_tier.

Create reusable content blocks for our standard email header,
footer, and product grid. Apply our brand kit.

Set up an automation that runs daily to identify subscribers who
haven't opened an email in 90 days and add them to a re-engagement
segment.

Build an Agentforce service assistant that can look up orders,
check shipping status, and create return requests. Connect it
to our Service Cloud org.

Create an Agentforce sales assistant that can retrieve customer
history, suggest next best actions, and create follow-up tasks.

Add a new function to my existing agent that calculates customer
loyalty points based on their purchase history.

Create a screen flow for new customer onboarding. Collect company
info, primary contact, and preferences. Create Account, Contact,
and a custom onboarding record.

Build a record-triggered flow that fires when an opportunity
closes won. Create a customer success case and notify the
assigned CSM.

Create a scheduled flow that runs weekly to identify accounts
without activity in 60 days and creates renewal reminder tasks.

Write an Apex class that syncs contact data to our external
marketing platform via REST API. Include error handling and
retry logic.

Create a trigger on the Lead object that validates phone number
format and auto-formats to E.164 standard.

Build a batch Apex class to recalculate customer health scores
nightly based on engagement metrics.

Create a permission set for our sales team that grants access
to the new opportunity fields and the customer health dashboard.

Create a permission set for partners that gives read-only access
to their referred opportunities and commissions.

I want customers to automatically move to a VIP segment when
their lifetime value exceeds $10,000

This needs to work with our existing lead routing. Don't duplicate
or override the current process.

Deploy this to my dev sandbox first. I'll review before we move
to production.

After building, test with sample data to verify it works correctly.