CRM

Boosting Small Business Success: The Impact of Salesforce AI

Did you know that 65% of customers expect companies to adapt to their changing needs and almost as many feel companies are treating them as a number? As a small and medium business (SMB) leader with limited budgets and resources, you may feel pressure to keep up. Artificial intelligence (AI) offers a transformative solution, helping […]

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Protect Your Salesforce Environment from Social Engineering Threats

Cybersecurity is a shared responsibility between a provider and their customers. While Salesforce builds enterprise-grade security into every part of our platform, customers play a vital role in protecting their data—especially amid a recent rise in sophisticated social engineering and phishing attacks targeting Salesforce customers. Threat actors have been observed employing various social engineering tactics, including voice

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What Is a Salesforce Admin?

Salesforce helps over 150,000 customers transform how they connect with their customers through our powerful customer relationship management (CRM) platform. But simply having this technology isn’t enough — companies need someone who can turn all these capabilities into real solutions. That’s where Salesforce Administrators come into play. Every successful company using Salesforce has something in

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Financial Services Consumers Are Ready For an AI Revolution — Are You?

Excellent customer service and smooth online experiences have become table stakes for financial services institutions (FSI) to attract and retain customers. While competitive rates, fees, and pricing are key factors in driving loyalty to an FSI, customers expect more digital-first experiences. Moreover, interactions need to be quick, personalized, and available 24/7 on mobile apps, websites,

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Autonomous vs Assistive Agents: Which is Right for Your Small Business?

Spoiler alert: The answer is, you need both agents. 90% of SMB owners are already using AI to automate customer interactions. Technology is becoming more innovative with every passing day. One of the most exciting developments in technology is the rise of autonomous and assistive agents. Agents are running business operations smoothly with limited human

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AI Agents in Education: Highlights of the Education Summit 2025 Keynote

“Alright, alright, alright!” as the famous catchphrase of actor Matthew McConaughey (a welcome fixture of Salesforce commercials) goes: Day 1 of Salesforce’s Education Summit 2025 event has kicked off! The Cloud for Good team joined Salesforce and higher education leaders from across the world for the 2025 Education Summit’s keynote. The session focused on how

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How Well Do AI Models Understand You? PersonaBench Puts Them to the Test

Introduction Imagine asking an AI assistant for a restaurant recommendation. A truly smart assistant wouldn’t just suggest a nearby spot—it would know you prefer vegan food, cozy vibes, and short wait times. But how does AI actually learn these preferences—and how well does it understand them? Personalization is tricky. AI models don’t inherently know your

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5 Signs You Need Agent-First Field Service

Field service spans a wide range of duties. You might immediately think of home maintenance or appliance installation, but field service technicians do so much more. They keep our communities sustainable with recycling pickups, and even keep people safe through critical inspections, infrastructure repairs, and life-saving rescues. At its core, field service is about getting

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Enable OTP-Based User Authentication in Agentforce with MuleSoft

Agentforce operates in advanced messaging channels to assist customers by addressing their questions. Agentforce agents can autonomously act on behalf of customers, performing valuable actions, such as creating a case or booking a flight. However, proper implementation is crucial to avoiding potential security risks. To protect against malicious users attempting to access or manipulate sensitive

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