CRM

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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3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

Salesforce administrators, or admins, are the backbone of any successful Salesforce environment. They ensure the platform runs smoothly, troubleshoot issues, and enable teams to harness its full potential. However, as organizations grow, their Salesforce needs evolve; as a result, it is not uncommon for admins to find their bandwidth stretched thin. Between managing day-to-day tasks

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AI in Customer Success: Your Guide to Smarter Metrics and Happier Customers

We’ve all needed a quick solution—whether it’s resetting a password or troubleshooting an issue. That’s where the Salesforce Help page comes in. With over 60 million visits a year, customers rely on it for everything from troubleshooting to developer support. But what if getting the right help was faster and more personalized? Salesforce saw an

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Create Your Dream Team with These 7 Agentforce Skills

Artificial intelligence (AI) is transforming customer interactions, but success isn’t just about technology — it’s about the people behind it. Building a team well-versed in Agentforce skills ensures that your AI investments deliver real value. Here’s how we’re doing it at Salesforce, and how you can too. Consider Your Use Case It all starts with

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What is Intelligent Automation?

Chances are your company has already spent time and money automating business processes that were once done manually. But that’s not enough to deliver the best customer experiences, biggest cost savings, long term growth, or greatest efficiency. What is? Intelligent automation.  What is intelligent automation? Intelligent automation combines robotic process automation (RPA), artificial intelligence (AI),

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Data Cloud Governance: Protecting Your Data in the Agentic Landscape

What is Data Cloud Governance? As a Salesforce Admin, you’re the backbone of your organization’s data management. You make sure everyone has the right data at the right time to do their jobs efficiently, while keeping everything secure, compliant, and running smoothly. But as we move into an agent-driven future, the workplace is evolving. Employees

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