CRM

Meet Service Insights: Agentic Analytics Built for Service Teams Powered by Tableau Next

Key Takeaways Service teams are rich in dashboards but often short on answers they can act on. Service Insights, built on Tableau Next, delivers a trusted view of contact center performance out of the box. Ask questions in plain language and get insights in the tools your team already uses. It’s AI-ready out of the

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Start with Accounts: Design Identity and Access That Scales

Consider a network of independent car service companies using the same B2B Salesforce Experience Cloud portal to schedule maintenance visits; coordinate time-sensitive work; and manage service requests, appointments, vehicles, and locations associated with their organization. Each company already has its own identity infrastructure and security standards. Some use Okta, others use Microsoft Entra ID or

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DNS Records for Email Deliverability: The Complete Guide

You have spent weeks perfecting campaign copy, designing responsive HTML templates, and segmenting high-intent subscriber lists. Yet when the send button is pressed, conversion metrics stall. Open rates drop from an expected 35% down to single digits. You check the spam folder—and there sits your high-priority campaign. Many marketers assume this is an engagement or

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