Making Alma and Salesforce Work Better Together
Hi there,
Greeting from Marcos!
Here’s how we can improve how Alma and Salesforce work together to help libraries:
Automatic Case Creation: When something goes wrong in Alma, it can automatically create a support case in Salesforce. This way, issues get attention quickly, making it faster to fix problems.
Combined Dashboard: Create a single dashboard in Salesforce Marketing that shows real-time data from Alma. This helps library staff see important information in one place, making it easier to make informed decisions.
Better Communication: Link Alma and Salesforce so that notifications and updates about cases are sent automatically to users and staff. This keeps everyone informed without needing manual updates.
Knowledge Base Integration: Connect Alma’s help guides and documentation with Salesforce’s system. This gives staff quick access to resources for solving problems faster.
User Feedback Loop: Use Salesforce to collect feedback from Alma users. Analyzing this feedback can help improve Alma based on what users need.
Combining Alma's library management tools with Salesforce's customer support features can make library operations smoother and improve the user experience. For more ideas and discussions about Alma, visit the Ex Libris Idea Exchange.
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Stacey van Groll commented
No offense intended if not, but is this a bot?
It reads strangely and some of these suggestions would not be suitable and disruptive to case management for how cases might be handled by each site (Automatic Case Creation) or reference aspects of SalesForce customers can't see (Combined Dashboard).