Sofia by Koltevate
Sofia uses the Oracle Intelligent Advisor Web Service Connector framework to deliver embedded Interviews in Lightning experiences with secure access to your Salesforce data.
Features
Sofia is still in beta, features are subject to change.
Lightning Web Component
Add interviews to Salesforce Desktop, Mobile and Experience Cloud sites. Configure via flexible component properties. Include your own interview extensions. Style it using your own CSS.
Salesforce Object Support
Standard objects, custom objects, no special cases. Supports the same objects as the Salesforce UI API. Support for deep object hierarchies.
Integrated Security
Follows the Salesforce security model. Customers, employees and partners see only what they should. Get up and running in minutes. Use Profiles and Permissions for fine-grained control.
Point-and-click Data Mapping
No code to write or integration wiring required. Dynamically load Salesforce data and use checkpoints with auto-resume.
Transparent Pricing and Billing
Pay for what you use, based on the scale and complexity of your use cases.
Performance and Scalability
Performance, scalability and reliability backed by global-scale infrastructure services.
News and Reviews
Install and configure
2 September 2021
Article and 5 minute walkthrough video overview of getting up and running with Sofia.
Embed your first interview in Salesforce
8 September 2021
How to configure data mappings, including value lists, relationships and attachments and embed your interview into the Salesforce Lightning UI. Includes a 7 minute video.
Interviews in Salesforce Experience Cloud
30 September 2021
Dive deeper into configuration options and flexibility. Provide Intelligent Advisor interviews to your customers and partners via Experience Cloud community portals. 3 minute video.
Advanced features walkthrough
5 October 2021
Dynamic data loading, checkpoints and deep hierarchies - Richard covers them all here, along with another 7 minute video demo.
Comparison
There are many ways to integrate Oracle Intelligent Advisor interviews into your Salesforce experiences. Here's how we think they compare.
| Sofia | Oracle Integration | Other Integration Platform | Custom Development | |
|---|---|---|---|---|
| Simple data mapping (single Salesforce object) | Minutes | Days | Days/Weeks | Weeks |
| Complex data mapping (multiple Salesforce objects) | Minutes | Weeks | Weeks/Months | Months |
| Support Checkpoints and Attachments | Included | Weeks | Weeks | Weeks |
| Support Dynamic Data Loading | Included | Weeks | Weeks | Weeks |
| Roles to set up interviews | Author + Admin | Author + Admin + Integration Developer | Author + Admin + Integration Developer | Author + Admin + Software Developer |
| Integrate into Salesforce Lightning UI & Mobile | Minutes | Weeks | Weeks | Weeks |
| Integrate into Salesforce Experience Cloud | Minutes | Weeks | Weeks | Weeks |
| Support all Salesforce Objects | Included | Integration Developer | Integration Developer | Software Developer |
| Support new connector capabilities | Included | Integration Developer | Integration Developer | Software Developer |
| Security Reviewed by Salesforce | Before GA | No | No | No |
| Pricing model | Request time* | Messages/hour | Core, Task, Node hour, User, Agent | Depends on implementation |
* Pricing model to be confirmed.