# Use cases

In each of these examples,

* Data transformation, mapping, and filtering are crucial.
* The [Boolean](https://tray.ai/documentation/connectors/core/boolean-condition/) and [Branch](https://tray.ai/documentation/connectors/core/branch/) connectors are often used for decision-making and data filtering.
* The [Script](https://tray.ai/documentation/connectors/core/script/) connector or [JSON Transformer](https://tray.ai/documentation/connectors/core/json-transformer/) can be used for more complex data transformations.
* When dealing with large datasets, consider using the bulk operations ([`bulk_update_records`](https://tray.ai/documentation/connectors/service/salesforce/notes-on-using-salesforce/#batch-update--batch-create), [`bulk_upsert_records`](https://tray.ai/documentation/connectors/service/salesforce/notes-on-using-salesforce/#bulk-upsert)) for better performance.

### **Lead Scoring and Prioritization** 

**Objective:** Automatically score and prioritize leads based on their attributes and activities. 
**Steps:**

1. \*\*Trigger: \*\*Use the `record_create_update `trigger for the Lead object.
2. \*\*Fetch Lead Data: \*\*Use the `find_records `operation to get full lead details.
3. \*\*AI-Powered Scoring: \*\*Use the Merlin functions connector with the `classify text `operation to analyze lead description and assign a category.
4. \*\*Data Enrichment: \*\*Use an external data enrichment service to get additional company information.
5. \*\*Calculate Score: \*\*Use a Script connector to calculate the final lead score based on AI classification and enriched data.
6. \*\*Update Lead: \*\*Use the `update_record `operation to update the lead's score and priority in Salesforce.
   This example leverages AI for lead classification while combining it with traditional data processing for a comprehensive lead scoring system.

### **Customer Support Ticket Triage** 

**Objective:** Automatically categorize and route customer support tickets. 
**Steps:**

1. \*\*Trigger: \*\*Use the `record_create `trigger for the Case object.
2. \*\*Fetch Case Details: \*\*Use the `find_records `operation to get full case details.
3. \*\*AI Sentiment Analysis: \*\*Use the Merlin functions connector with the `sentiment analysis `operation to analyze the case description.
4. \*\*AI Categorization: \*\*Use the Merlin functions connector with the `classify text `operation to categorize the case.
5. \*\*Determine Priority: \*\*Use a Boolean connector to set priority based on sentiment and category.
6. \*\*Update Case: \*\*Use the `update_record `operation to update the case with the category, sentiment, and priority.
7. \*\*Route Case: \*\*Use the `update_record `operation to assign the case to the appropriate team based on the category.
   This example uses AI for both sentiment analysis and categorization to improve the efficiency of ticket routing.

### **Automated Sales Pipeline Management** 

**Objective:** Keep the sales pipeline up-to-date by automatically moving opportunities through stages. 
**Steps:**

1. \*\*Trigger: \*\*Use the `record_fields_change `trigger for the Opportunity object, watching for changes in specific fields like "Last Activity Date".
2. \*\*Fetch Opportunity Data: \*\*Use the `find_records `operation to get full opportunity details.
3. \*\*Check Conditions: \*\*Use Boolean connectors to check if the opportunity meets criteria for stage advancement.
4. \*\*Update Stage: \*\*If conditions are met, use the `update_record `operation to move the opportunity to the next stage.
5. \*\*Create Tasks: \*\*Use the `create_record `operation to create follow-up tasks for the sales team.
   This example doesn't use AI but showcases how to automate sales processes based on data changes in Salesforce.

### **AI-Assisted Content Personalization** 

**Objective:** Personalize email content for marketing campaigns based on customer data. 
**Steps:**

1. \*\*Trigger: \*\*Use a Scheduled trigger to run the workflow periodically.
2. \*\*Fetch Contacts: \*\*Use the `find_records `operation to get a list of contacts for the campaign.
3. \*\*Segment Contacts: \*\*Use Boolean and Branch connectors to segment contacts based on their attributes.
4. \*\*Generate Personalized Content: \*\*For each segment, use the Merlin functions connector with the `generate text `operation to create personalized email content.
5. \*\*Update Campaign: \*\*Use the `update_record `operation to update the campaign with the generated content.
6. \*\*Create Campaign Members: \*\*Use the `batch_create_records `operation to add contacts as campaign members.
   This example uses AI to generate personalized content while leveraging Salesforce data for segmentation and campaign management.

### **Data Quality Management** 

**Objective:** Maintain high-quality data in Salesforce by identifying and correcting inconsistencies. 
**Steps:**

1. \*\*Trigger: \*\*Use a Scheduled trigger to run the workflow daily.
2. \*\*Fetch Records: \*\*Use the `find_records `operation to get a batch of records (e.g., Accounts, Contacts).
3. \*\*Data Validation: \*\*Use Boolean connectors and regular expressions to check for data quality issues (e.g., formatting, missing fields).
4. \*\*AI-Powered Correction: \*\*For certain fields (e.g., company descriptions), use the Merlin functions connector with the `generate text `operation to suggest corrections or completions.
5. \*\*Update Records: \*\*Use the `batch_update_records `operation to apply corrections to the records in Salesforce.
6. \*\*Report Generation: \*\*Use the `create_record `operation to log a summary of changes made in a custom object for auditing purposes.
   This example combines traditional data validation techniques with AI-powered text generation for more complex data corrections.