Cloudity https://cloudity.com Customer Engagement with Salesforce Wed, 29 Jul 2026 13:11:23 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.2 https://cloudity.com/wp-content/uploads/2026/02/cloudityfavicon-150x150.png Cloudity https://cloudity.com 32 32 Agentforce Revenue Management Roadshow 2026 | Hamburg & Berlin https://cloudity.com/the-future-of-sales-roadshow-2026/ Fri, 17 Apr 2026 10:32:25 +0000 https://cloudity.com/?p=22386

The Future of Sales - Roadshow 2026

Unlock Growth. Eliminate Revenue Leakage. Accelerate Lead-to-Cash.

Join us for an exclusive, in-person event series designed for revenue leaders, sales executives, and operations professionals who want to rethink how modern sales organizations operate.

 
🎯 Where? Hamburg & Berlin
📅 When? 11 June 2026 – Berlin // 17 June 2026 – Hamburg
🕐 Starting at 13:00 (incl. networking & dinner)
 
Apply for Invitation
View Agenda

WHY ATTEND?

Revenue growth today isn’t just about selling more — it’s about selling smarter.

Many organizations struggle with:

Hidden inefficiencies across the Lead-to-Cash process
Revenue leakage due to pricing, discounting, and process gaps
 
Siloed systems limiting visibility and scalability
Sales teams spending too much time on non-selling activities

At this event, we bring together experts and peers to explore how to unlock efficiency, increase margins, and future-proof your sales organization.

WHAT WILL YOU LEARN?

🚀

Rethinking Lead-to-Cash

Understand why your Lead-to-Order process might be your biggest hidden cost driver — and how to fix it.

💸

Identifying Revenue Leakage

Learn where revenue is lost across your sales cycle and how to close those gaps. 

🤖

AI in Modern B2B Sales

Explore real-life use cases of AI transforming sales efficiency and decision-making.

📊

From Complexity to Clarity

Discover how to gain end-to-end visibility and control across your revenue processes.

🔍

Real Use Cases & Demo

Experience practical examples and live demos tailored to tech-driven businesses.

WHO SHOULD ATTEND?

This event is designed for:

Sales Leaders & CROs

Revenue Operations & Sales Operations

Finance & Pricing Leaders

Digital Transformation & IT Leaders

Companies using Salesforce (Sales Cloud / CPQ)

Organizations evaluating modern revenue platforms

Whether you’re an existing Salesforce customer or just starting your journey — this event is for you.

AGENDA

13:00 - 13:30 | Lunch & Networking

Arrive, connect, and exchange with peers.

13:30 – 13:45 | Welcome & Introduction

Setting the stage: goals, challenges, and opportunities.

13:45 – 14:05 | Why Lead-to-Order Is Your Hidden Cost Driver

Where companies lose margin — and why now is the time to act.

14:05 – 14:35 | Case Study & Discussion

From traditional models to SaaS & usage-based revenue.

14:35 – 14:50 | Cofee Break

14:50 – 15:15 | Causes of Revenue Leakage

Pricing, discounting, and operational inefficiencies.

15:15 – 15:35 | Live Demo / Customer Insights

Real-world application and practical takeaways.

15:35 – 16:00 | AI in B2B Sales

Concrete use cases and measurable business impact.

16:00 – 16:10 | Closing & Next Steps

Including a chance to win a free custom demo.

16:30 – 17:30 | Deep-Dive Sessions (Optional)

Tailored discussions based on your interests. 

From 18:00 | Networking Dinner

Continue the conversation in a relaxed setting. 

WHAT MAKES THIS EVENT DIFFERENT??

👥

Highly curated audience (10–30 participants)

💡

Actionable insights — no generic presentations

🤝

Peer exchange & expert discussions

🎯

Focused on real business impact, not theory

🎁

Exclusive giveaway: Win a custom demo tailored to your business

LOCATIONS

BERLIN

Hosted at the Salesforce Office — right in the heart of the tech ecosystem. 

HAMBURG

A carefully selected venue with a strong focus on tech and professional services companies (TBD). 

SAVE YOUR SPOT

Seats are limited to ensure meaningful discussions and high-quality interactions. 

👉 Register now to secure your place

STAY CONNECTED

Can’t make it or want to continue the conversation?

We’ll share follow-up opportunities including:

🔬

Deep-dive sessions

🎧

Webinars

👤

Individual consultations

ORGANIZED BY

]]> How to Optimize Customer Relationships with AI https://cloudity.com/how-to-optimize-customer-relationships-with-ai/ Wed, 25 Mar 2026 15:19:20 +0000 https://cloudity.com/how-to-optimize-customer-relationships-with-ai/

How Vinci Immobilier Résidences Gérées Optimized Its Customer Relationship with Salesforce Einstein AI Agents

Vinci Immobilier Résidences Gérées, a major player in the French real estate sector, specializes in operating serviced residences. The group manages three brands: Student Factory for students, OVELIA for seniors, and Bikube for co-living spaces for young professionals.

Positioning itself primarily as a creator of living spaces, the group currently operates around sixty residences across France, offering experiences and services tailored to each tenant profile.

At the heart of the group’s growth strategy lies the need to continuously optimize the customer experience for prospective tenants by simplifying their housing search while ensuring optimal living comfort. Christophe Valverde, Head of Customer Relations at Vinci Immobilier Résidences Gérées, shared insights in an interview about the actions taken over recent years—with the support of Cloudity—to achieve their customer satisfaction goals while respecting HR constraints.

Customer Relationships in Serviced Residences: Hyper-Responsiveness, Seasonality, and Personalization

Anyone looking to move into a serviced residence—whether a student, young professional, or senior—is not just searching for housing; they are embarking on a life project. Naturally, this type of tenant has questions, expectations, and specific needs.

Our business requires us to be extremely responsive to incoming requests and to have the empathy needed to understand our customers’ life plans in order to personalize their experience. But those are not the only challenges. If we take the example of our Student Factory brand, we also face strong seasonality each year, as most students contact us between May and September. This previously led us to double our customer service workforce during peak periods.

Christophe Valverde, Head of Customer Relations @ Vinci Immobilier Résidences Gérées

At the launch of its customer service transformation project, the group faced several simultaneous challenges:

  • The need to communicate with three distinct target audiences across three brands via multiple channels (phone, email, contact forms, chat);
  • A decentralized customer relationship management system, with data and interactions spread across different platforms (Outlook, Salesforce, telephony, website, etc.);
  • The need to handle a growing workload due to the opening of new residences each year, without compromising employee well-being;
  • Activity peaks requiring seasonal hiring.

Centralization & Transformation – Optimizing Customer Relationships with Salesforce

To address these challenges, Vinci Immobilier Résidences Gérées launched an ambitious customer service transformation project in 2024, initially focusing on the Student Factory brand. Following a discussion and analysis phase with Cloudity to clearly define team needs, the project continued with three scoping workshops, leading to the validation of specifications and the project timeline.

“I joined in 2022 to create the customer service department and the Customer Relations division,” explains Christophe Valverde, “at a time when Vinci Immobilier Résidences Gérées was already using Salesforce for sales. We had a choice to make: either leverage Salesforce’s native features or combine it with other tools so our teams could manage both customer interactions and case follow-ups from a single interface across our three brands.”

The decision was made to centralize operations. The group continued investing in Salesforce and leveraging its ecosystem to meet all its needs.

“On Cloudity’s recommendation, we implemented Aircall to create a call center and Email-to-Case (within Service Cloud) to manage emails. Both tools are centralized in Salesforce and connected to customer data, allowing us to have all information within a single platform.”

The deployment phase was completed on schedule, with regular check-ins to monitor progress, conduct pre-production testing, and implement necessary adjustments.

Result: improved management of business growth and optimized monitoring of customer satisfaction, enabling Vinci Immobilier Résidences Gérées to maintain the same level of service quality – even during peak periods. However, centralization alone would not have been enough to achieve such results. The key factor? AI agents supporting the company’s human teams.

Leveraging AI Agents to Support Growth Without Compromising Team Comfort

From the start of the project, we identified a number of repetitive and time-consuming tasks that we were able to optimize and automate by creating AI agents using Agentforce. The goal was to enhance the added value of the customer service team, allowing simple tasks to be handled by these agents while our advisors focus on cases requiring human input (special cases, case follow-ups, etc.).

Christophe Valverde, Head of Customer Relations @ Vinci Immobilier Résidences Gérées

Connected to the Knowledge base (Salesforce’s tool for building and continuously enriching a knowledge base), the AI agents developed by Cloudity made it possible to:

  • Better qualify requests by generating comprehensive summaries of customer inquiries (case files, customer accounts, emails), linking them to the relevant customer record, and surfacing knowledge base articles to help agents respond effectively;
  • Generate new articles to enrich the Knowledge base based on processed customer requests, and enhance the Student Factory website FAQ;
  • Generate complete and personalized draft email responses based on the customer’s case and existing Knowledge base answers.

3 Key Lessons from This AI Agent Project with Salesforce

1. Immediate and Long-Term Benefits

“We are already seeing internal benefits following the deployment of these AI agents,” confirms Christophe Valverde. “It is much more convenient for teams to handle everything within Salesforce daily and to have a history directly linked to customer records. This represents significant time savings and improved comfort, while allowing teams to focus on higher-value tasks rather than those automated by the agents.”

This also simplifies recruitment, as the company can now handle a higher volume of incoming requests (notably due to new residence openings) with more targeted hiring, without overburdening teams.

“We’ve improved both working comfort and efficiency. Feedback from teams has been positive after five months of using the new solution, and customers have not noticed any difference in service quality – even though we are handling more requests without increasing headcount compared to last year. Response time targets are met 98% of the time, and advisors are more available by phone, which is highly appreciated.”

2. AI Solutions Are Evolving Rapidly – Salesforce Included

CRM platforms like Salesforce continuously evolve, and one of the main challenges of such AI-driven transformation projects is keeping pace with ongoing developments. Christophe Valverde’s testimonial on this point is particularly compelling.

“As we were among the first to work on these AI topics with Agentforce, we sometimes collaborated with Cloudity on integrations that had to be updated the following week because Salesforce had released new features. We were truly moving in parallel with Salesforce at a time when AI agent development was just beginning and the ecosystem was still refining its technology.”

Yvann Virvaire, a Cloudity consultant involved in the project, confirms:

AI agents are set to revolutionize how we work in the coming years. However, we are still at the early stages of these technologies, which requires extensive analysis, testing, and adjustments to create high-performing agents that deliver real value. One thing is certain: companies that start experimenting with these agents now gain a significant competitive advantage over those that will discover them later. This is a developing skill set that will grow exponentially and must be mastered as early as possible.

Yvann Virvaire, Consultant @ Cloudity

3. Partnering with an Expert AI Integrator Is Essential

A customer relationship optimization project based on AI agents requires deep expertise and full mastery of the ecosystem. Christophe Valverde shares his experience: “It was important for me, beyond my own vision, to benefit from expert advice to determine what was truly a priority in order to maintain the right balance between budget and added value.”

“We have worked with Cloudity for many years, so their consultants have a clear understanding of our needs and business, which is a major advantage. But I also appreciated the human aspect of their support. Communication with the project manager and consultants was smooth, and we were able to work in an agile way, with evolving needs, while easily interacting with the project team to request adjustments or propose ideas.”

Final Thoughts – Christophe Valverde’s Advice for Future Customer Service Transformation Projects

The overall outcome is very positive. In my view, we should not be afraid of how fast these technologies are evolving—that’s a reality that isn’t going away. But it is equally important to tailor solutions to your specific needs and to take the time to carefully consider the benefits of AI for your organization.

Christophe Valverde, Head of Customer Relations @ Vinci Immobilier Résidences Gérées

“Thorough preparation and a deep understanding of your needs are essential for this type of project. Avoid spreading yourself too thin and focus on high-value impacts and data quality. Artificial Intelligence cannot perform miracles with insufficient or unreliable data. I personally spent several months optimizing data quality and reliability in Service Cloud to ensure that AI agents could rely on rich, contextualized data to deliver real results.”

Discover Cloudity’s expertise

Editorial Team

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Learn more: AI and Data
]]> Get Your Revenue Cloud Advanced Guide https://cloudity.com/get-your-revenue-cloud-advanced-guide/ Thu, 05 Mar 2026 14:29:05 +0000 https://cloudity.com/?p=21143 Download the free ebook on digitalization in the manufacturing industry https://cloudity.com/download-the-free-ebook-on-digitalization-in-the-manufacturing-industry/ Wed, 28 Jan 2026 13:30:33 +0000 https://lightgoldenrodyellow-horse-236112.hostingersite.com/?p=15792

Download the free ebook on digitalization in the manufacturing industry

See what lies ahead for your sector and how digitalization helps manufacturing companies thrive!

 

Piotr Borkowski
Account Executive

Linkedin

Fill out the form and we will send the ebook to your mailbox.

]]> Salesforce Connected Apps Security – The Ultimate Guide https://cloudity.com/salesforce-connected-apps-security/ Thu, 11 Sep 2025 19:42:04 +0000 https://lightgoldenrodyellow-horse-236112.hostingersite.com/resources/salesforce-connected-apps-security/

Secure your Connected Apps

As of September 2025, Salesforce enforces stricter security for Connected Apps (see the Official Documentation and this Salesforce Ben article).

By default, only System Administrators are allowed to use new Connected Apps. However, existing user authentications (OAuth tokens) are not automatically revoked and can still be used, which is risky because they aren’t secured.

This means that for every Salesforce org integrated with external systems, especially Production orgs, some manual configuration must be performed in Setup to comply with the new Salesforce security policies.

Table of Contents

Detect Unsecured Connected Apps

First, identify the unsecured Connected Apps that are currently in use.

Using the VS Code extension

To do that, use the sfdx-hardis command Org Monitoring -> Unsecured Connected Apps.

Select the org you want to analyze, then run the Unsecured Connected Apps command. You’ll see a list of unsecured Connected Apps.

Unsecured connected apps list

To view the full list, click the Unsecured Connected Apps (XLSX) button to open it in Excel.

Unsecured Connected Apps Buttons
Unsecured Connected Apps List Excel

Using Org Monitoring

If you use sfdx-hardis Org Monitoring, a daily check runs and sends Slack/Teams notifications if unsecured Connected Apps are found. Click View Job, then download the artifacts to get the Excel report files.

Connected Apps Monitoring

If your monitoring is integrated with Grafana, you can also detect unsecured Connected Apps using the Home dashboard indicator. Click the number, then click the date in Date generation Date & Time to access the job and its artifacts containing the Excel files.

Connected Apps Monitoring Grafana
Connected Apps Monitoring Grafana DTL

Analyze Connected Apps

In the Excel file, add three columns to the right of the AppName column:

  • To keep
  • Profiles
  • Permission Sets
Unsecured Connected Apps Add Columns

The goal is to decide for each Connected App whether it should remain available, and who can use it.

Identify Connected Apps to keep

First, identify the Connected Apps you want to keep and mark them in the corresponding column.

  • The Last Usage Date and Profiles of users using it columns help you decide whether to keep access open. If the last usage was several years ago, you probably don’t need the Connected App.
Connected Apps to keep
  • If you don’t recognize a Connected App, you can see who used it and when by clicking the Unsecured OAuth Tokens (XLSX) button and filtering on the Connected App column. Ask the relevant users what those unknown apps are.
Connected Apps Auth Usage

If the only user is Platform Integration User, you can keep the app and restrict it to the System Administrator profile.

Define access for kept Apps

Filter your Excel file to display only rows with To keep = Yes.

For each Connected App that you decide to keep available, define who can access it using: Profiles – Permission Sets – Or both

  • Once a user is assigned to the specified profile or to one of the permission sets, they will be able to access the Connected App.

Enter profiles and/or permission sets in the corresponding columns.

Connected Apps Profiles PS

Update configuration

Click the Review OAuth Connected Apps button to open your org’s Setup page: Connected Apps OAuth Usage.

Connected Apps Review Button
Connected Apps Oauth Usage Setup

Block Connected Apps

For all Connected Apps that you don’t want to keep, click “Block”. A button Unblock will appear, indicating the Connected App is no longer accessible to anyone. Repeat this operation for all the apps you want to make unavailable.

Connected Apps Block Confirm

Secure Connected Apps

Apply the following steps to all the apps you want to keep available:

  • Install (install the app if not installed)
  • Configure App Policies
  • Select Profiles / Permission Sets

For all Connected Apps that you want to keep, click “Install” if the button appears.

  • If the button name is Uninstall, the app is already installed. You can skip this step and click Manage Policies.

Confirm the installation on the confirmation screen.

Connected Apps Install Validate

Configure App Policies

You can reach App Policies via the Manage Connected Apps Setup menu, after installing an app, or by clicking Manage Policies on Connected Apps OAuth Usage. Edit the policies of the app you want to secure by clicking Edit Policies.

Connected Apps Edit Policies

Select Admin Approved Users are Pre-authorized.

Define a token expiration (based on the app’s criticality and where the token is stored, you can set a longer or shorter duration). Click Save.

  • When a token expires, human users must re-authenticate using MFA/SSO, which is safer.
Connected Apps Edit Policies Update

Set Profiles and Permission Sets

On the Connected App policies page, you’ll see sections Profiles and Permission Sets. Select the Profiles and/or Permission Sets whose assigned users are allowed to access the Connected App.

Connected Apps Select Profiles PS

Verify your new configuration

After you’ve blocked or secured all Connected Apps, run the sfdx-hardis command Org Monitoring -> Unsecured Connected Apps again to verify that there are no remaining unsecured Connected App OAuth tokens.

Connected Apps All OK

Contact

Need help? Please contact our team.

I need help

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