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Optimizely Operations Experimentation for Salesforce Resources

Optimizely Operations Experimentation for Salesforce Resources
Welcome to the help guide for Optimizely Ops Experimentation for Salesforce.

Optimizely’s Operations Experimentation for Salesforce solution (OpX) allows teams to run experiments directly in Salesforce Sales and Service Cloud. Salesforce is a backbone for support operations and a gateway to customer interaction. The more your team can optimize Salesforce interfaces and workflows, the more efficient your team can operate and the more value you can deliver to customers. Use OpX to run experiments for Salesforce Lightning page layouts, Flow Builder, and Process Builder. You can even use OpX to quantify the impact of your team’s Salesforce enhancements and the ROI of new Salesforce service offerings.

Your Salesforce admins can use OpX declaratively in the Salesforce interface, and your Salesforce Developers can use OpX programmatically using flexible Apex classes. OpX makes it easy to optimize and assess the value of a variety of standard and custom applications:

  • Recommended user actions

  • Recommended scripts and support materials

  • Page layouts and component display

  • Information collection

  • Backend processes

  • Data integrations

View a Demo of OpX
View a Demo of DNA