Using Automation to Provide Exceptional Customer Experience | Leading Through Change | Salesforce

8 Dec 2020 · 39 min
39:18

Sherry Graziano from Truist explains how automation helped deliver personalized customer experiences during the pandemic, balancing technology with human touch. Salesforce's Raja Singh then demonstrates Einstein Automate tools including Flow Orchestrator and RPA, showing how a mortgage company streamlined workflows end-to-end.

Questions this video answers

The company formed from BB&T and SunTrust; described as the 6th largest commercial bank in the U.S. with $449 billion in total assets.

December 14 ("DREAM 모든 라인 TX는 12월 14일에 시작합니다").

Over 400,000 appointments ("지금까지 400,000명 이상의 계약을 통해 스케줄링 기능을 도입했습니다").

Chapters

More from Automation

34:39
youtube.com

will.i.am Tells the Journey of EDU.FYI | Dreamforce 2026

3w ago
33:08
youtube.com

Moving Fast Without Breaking Trust | Dreamforce 2026

3w ago
41:34
youtube.com

Reese Witherspoon on Stories That Sell | Dreamforce 2026

3w ago
1:13
youtube.com

Salesforce pioneered the 1-1-1 model. Today, 20K+ companies are pledging 1%.

3w ago
33:00
youtube.com

YOSHIKI on AI, Art, and Ethics | Dreamforce 2026

3w ago
1:20
youtube.com

Your digital workforce has a roster

3w ago
56:58
youtube.com

From AI to ROI with Agent Fabric | MuleSoft Keynote, Dreamforce 2026

3w ago
37:22
youtube.com

Achieving What's Possible with AI | Customer Success Keynote, Dreamforce 2026

3w ago
47:01
youtube.com

One Engine, Every Experience | Revenue Keynote, Dreamforce 2026

3w ago
28:37
youtube.com

Courageous Leadership & Public Service | Dreamforce 2026

3w ago
30:52
youtube.com

Frontier Visual AI: Research to Runtime | Dreamforce 2026

3w ago
See all content