CRM

Spring ’25 Salesforce Features: AI, Flows, and User Management Updates

Today on the Salesforce Admins Podcast, we talk to Jennifer Lee, Lead Admin Evangelist at Salesforce and the host of How I Solved It and Automate This! Join us as we chat about everything coming with the Spring ’25 release and what’s new for Agentforce and AI on Salesforce. You should subscribe for the full […]

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CIOs Reveal Top 3 Strategies for Unlocking AI’s Potential with Unstructured Data

Accounting for nearly 90% of enterprise data, unstructured data includes documents, videos, images, emails, sensor data, and social media content. Unlike structured data neatly stored in databases, unstructured data is difficult to organize and extract insights from. Yet, it holds the key to unlocking deeper customer understanding, operational efficiencies, and AI-driven innovation. However, most organizations

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Build a Profitable Advisory Team Without Breaking the Bank

One of the best measures of success for wealth management firms is the time spent building and nurturing client relationships. Our research shows that an overwhelming majority of financial service institution (FSI) service professionals, including those in wealth management, agree that building personal relationships with clients is one of the most important functions of their

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What Is Contract Negotiation? 3 Tips for Building Trust and Winning Deals

Great deals aren’t won with pushy tactics — they’re built through preparation and understanding your buyer’s needs. The way you approach contract negotiation can shape not just the deal but the entire customer relationship. By honing the right skills, you can close deals that build trust and lead to long-term success. We’ll walk through why

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What’s Next for the Future of Field Service? Here’s What You Need to Know to Thrive

The future of field service is being propelled by rapid change. AI and other technologies are advancing, customer expectations are growing, and the field service workforce is evolving. How do you balance all these factors and take your field service from good to great? Success isn’t about reacting to what’s happening around you; it’s about

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Load Test on the Salesforce Platform Using Scalability Tools

Scalability is a key concern in enterprise application development, and it’s critical for developers to carefully prepare and test their apps to handle the maximum load expected. For example, if you’re using Agentforce for Developers to build AI applications on Salesforce, you’ll want to make sure that your actions using flows, Apex, and prompt templates

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How the University of Florida Foundation Implemented Salesforce with Cloud for Good

The University of Florida Foundation (the Foundation) is a nonprofit entity and institutionally related foundation based in Gainesville, FL that supports the University of Florida’s (UF) mission of teaching, research, and service. Operating as an integral part of the wider consortium of offices and individuals known as University Advancement, the Foundation serves as UF’s fundraising

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