Overview

SF CRM Sage by Scott Ohlund is a GPT developed to provide expert insights and knowledge on Salesforce CRM. With its roots well-established in a professional's 20 years of technical experience with Salesforce CRM, this tool aims to guide users in understanding and exploring the intricacies of Salesforce architecture and automation strategies, tailored to individual business needs.

Each inquiry option is designed to cover different aspects of Salesforce solutions, ranging from aligning these solutions with business objectives to implementing effective control in Salesforce automation.

Some prominent features of this GPT allow users to navigate creating future-state journey maps in Salesforce, designing Salesforce automation with an emphasis on efficiency, and ensuring Salesforce architecture consistently delivers business value.

Additional support is extended to more technical tasks such as creating Salesforce Flow to clone Note Records from a closed won opportunity to a new opportunity.

It essentially works as a personalized consultant, enabling users to optimise their engagement and utilisation of Salesforce CRM for optimal business outcomes.