CRM

Call Third-Party APIs with External Service Actions

Agents are powerful productivity tools and their power can extend beyond the Salesforce Platform, thanks to third-party service integrations. In the Spring ’25 release, we introduced External Service (ES) actions for agents, a simpler and faster way to call third-party services from an agent. In this post, we’ll look at the different components at play, […]

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The Value of Mogli for Advancement SMS Communications

In today’s digital era, higher education advancement teams face numerous challenges in engaging alumni and driving effective fundraising campaigns. With the constant competition for attention and the risk of losing engagement through traditional channels, it’s crucial to explore innovative communication methods. One such powerful tool is SMS communications (text messaging), which offers a direct and

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Want to Maximize Revenue and Cut Costs? Align Your Sales and Service Teams

With today’s customers expecting seamless service, personalized interactions, and solutions that anticipate their needs, smooth partnerships – including those between sales and service teams  – within businesses are crucial.  When sales and service teams are working in different systems and processes, it becomes difficult to deliver on these high expectations. While our research finds that

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Provide Career Guidance with Agentforce and Data Cloud | How I Solved It

Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Team Agent 12 implemented an Agentforce

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Build Better LWCs for Offline Usage with Salesforce Mobile Tools

In today’s mobile-driven world, seamless offline access to critical business data is a necessity for users who need to stay productive but don’t have a consistent internet connection. This capability ensures that vital information remains available for tasks like field service and healthcare, regardless of location or connectivity status. With Salesforce’s LWC offline capabilities, you

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