CRM

Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space

As a kid, I always wanted to be like Marty McFly from the Back to the Future film franchise. I had countless dreams about driving the DeLorean DMC-12. That car looked like it came straight from the future—gull-wing doors, stainless steel body, and pure sci-fi magic. But in reality, much like many hyped innovations, the […]

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Can You SPEAK AI? Build an Effective Prompt Framework

Clear communication is a fundamental skill that helps us connect, collaborate, and avoid misunderstandings. This is just as true when interacting with AI, where a well-defined framework for our instructions, known as prompts➚,can significantly impact the usefulness and accuracy of responses. But crafting great prompts isn’t always straightforward. How do we ensure AI understands and

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Empower Your Service Reps With Customized Prompt Templates for Service Replies

As Salesforce Admins, you play a key role in delivering a smooth experience for internal teams at your company by customizing and maintaining the tools that make their day-to-day easier. One powerful tool you can leverage is Service Replies, which uses generative artificial intelligence (AI) to assist your service reps by suggesting responses directly within

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10 Creative Referral Program Ideas to Grow Your Business

Think about your favorite neighborhood coffee shop or that fantastic hair salon you can’t stop recommending. How’d you find them? More than likely, a friend’s raving recommendation brought you. That’s the beauty of word-of-mouth marketing, making satisfied customers your best advocates.  Small and medium-sized businesses (SMBs) and startups can reap the benefits of a good

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Data Overload? It’s Time to Archive and Breathe Easy

A growing business is exciting‌ — ‌more customers, more revenue, and, of course, more data. While data growth itself isn’t a problem, it can quickly become overwhelming without the right systems in place and lead to higher costs, sluggish systems, and difficulty staying compliant. This is where data archiving becomes vital. By regularly relocating inactive

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5 Mindset Shifts that Transformed the Agentic Experience of Salesforce Help

In the constantly shifting landscape of customer experience, help portals are critical touchpoints that can empower businesses and their customers – or send them spiraling into frustration. Salesforce Help, as an example, has 60 million annual visitors and over 750,000 pieces of content across 18 languages. That’s a lot of information to parse. We knew

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What Is Connections?

Connections is the must-attend event where marketers and AI agents connect. It’s the only event dedicated to exploring the future of marketing through agentic strategies. You will discover how to seamlessly blend marketing into connected experiences across sales, service, and commerce.  When and where is Connections? Connections 2025 takes place on June 11–12 in Chicago,

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4 Steps to Evolving Your Service Strategy with AI Agents

The goalposts in customer service are always shifting. As technology advances, what was “great” yesterday is simply “good” today. To stay ahead, your service strategy must evolve — and that’s where agentic AI, specifically Agentforce, can reduce time to value and increase self-service outcomes.  Unlike traditional chatbots, which never realized their potential due to their

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Personalize and Enrich Mobile Experiences with Data Cloud and Agentforce

Data Cloud is rapidly becoming the backbone for next-generation mobile applications, combining real-time customer insights, sub-second personalization, and seamless service integration. Customers can use Data Cloud as a backend to deliver personalized experiences, intuitive Agentforce interactions based on a customer interaction in the app, and streamlined customer feedback management utilizing unstructured context. In this post,

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