Goldie relies on a number of "sensors" in order to observe circumstances that impact your sales team. One of these sensors is Goldie Sensor for Salesforce - a managed package that serves these purposes:
Populate hidden helper fields on the Account, Contact and Lead object through apex triggers on these objects as well as a daily data scan (a Scheduled Apex Job).
Match leads against accounts using a junction object called Lead Match
Sync sales related emails and calendar events from all users to the related accounts, opportunities, contacts and leads (similar but superior to apps like Einstein Activity Capture).
The managed package has passed Salesforce's strict security audit and can be installed from the Appexchange.
Enable "Roll up activities to a contact's primary account" (recommended)
Enable "Allow Users to Relate Multiple Contacts to Tasks and Events" (mandatory)
You can find both settings in the Salesforce admin console under Feature Settings > Sales > Activity Settings.
Notice: If you don't have the option "Allow Users to Relate Multiple Contacts to Tasks and Events" enabled, the installation will fail with an error code:
"Missing Organization Feature: ManyWho"
The managed package has passed Salesforce's strict security audit and can be installed from the Appexchange.
Find the managed package on the Appexchange here
In the installation process choose the option Install for All Users.
Wait until you receive an email "Goldie Sensor for Salesforce - Installation ALMOST completed"
Notice: if you install the managed package in a sandbox, you might not receive the email if your "Delivery Settings" won't allow the managed package to send emails.
Open the email "Goldie Sensor for Salesforce - Installation ALMOST completed" and click on the included link taking you to the Setup page.
The link to the Setup page has the form https://<mydomain>.lightning.force.com/apex/absf__AbsfSetup
In the Setup page click the button "Complete Installation".
This will launch an initial data scan of your Account and Contact object. The scan will populate helper fields on the Account and Contact object and therefore update all Account records and all Contact records where the field Job Title is not blank.
Wait for about 30 seconds until the Setup page displays more details.
Click the button Activate Goldie CRM Scan. This will establish a number of Schedule Apex Jobs that are vital to Goldie.
Proceed with the setup of Goldie Conversation Capture (see below).
Goldie considers customer related emails, events and meeting summaries to be "conversations" and syncs these to the related account, contact, opportunity and lead records if possible. This is useful if you want to have everything that was discussed with a customer in one central place - in Salesforce's activity history. Goldie Conversation Capture also powers a number of other Goldie features such as Auto-Contact Creation feature and Goldie's Conversation Q&A.
Read more about Goldie Conversation Capture to understand how it works.
Note: In order to set up Conversation Capture, you need admin access to your email server.
Depending on your email providers, follow the instructions below:
Awareness of the "who is who" is an important signal for marketing campaigns and sales engagement. This is why Goldie's AI feature "Persona Detection" populates the fields "Job Level" and "Persona" on the Lead and Contact object. Goldie infers "Job Level" and "Persona" based on the contact's/lead's job title (the field "Title").
While "Job Level" is inferred on a generically trained AI model that doesn't require any training, the "Persona" is specific to your business and therefore requires you to train the AI model.
Understanding how leads relate to accounts and opportunities is an important signal for marketing and sales activities. This is why Goldie includes a Lead-to-Account matcher.
This Goldie feature allows you to converse with an account's activity history in natural language. You can ask question about the content of previous emails and meetings and Goldie will give truthfully answers. Via the context you can find commands to generate a conversation summary or to extract a list of all people involved in previous conversations.
Note: this feature requires an OpenAI API key to work.