CRM

What is a CRM Manager? Complete Guide for Startups and SMBs

Building strong customer relationships is at the heart of every successful business. For startups and small to medium-sized businesses (SMBs), the challenge often lies in managing those relationships efficiently as the company grows. Enter the customer relationship management (CRM) manager — a professional dedicated to ensuring your CRM strategy and tools work effectively to support […]

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The Ultimate Sales Playbook: How to Create Your Own with Examples for Success

Not every job comes with a step-by-step guidebook for what to do and when to do it. But with a comprehensive sales playbook, your sales team can have clear guidance on how to handle most of the scenarios they’ll encounter while they’re out selling. Beyond reducing ambiguity and confusion, sales playbooks also ensure that your

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Introducing the New Salesforce Developer Edition, Now with Agentforce and Data Cloud

The new Salesforce Developer Edition is here, now with Agentforce and Data Cloud, enabling you to explore building AI agents and harmonizing your data. For the first time ever, you can explore Salesforce’s latest AI and data technology in a dedicated environment that doesn’t expire as long as you keep using it. Experience the future

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Prompt Injection Detection: Securing AI Systems Against Malicious Actors

AI-powered solutions like Salesforce CRM are revolutionizing customer engagement, streamlining workflows, and providing deeper insights into customer needs. However, with the rise of large language models (LLMs), new security challenges have emerged. One significant threat is prompt injection attacks, which attempt to manipulate AI systems through carefully crafted inputs. As Salesforce integrates AI into its

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6 Ways Sandboxes Prepare Your Agentforce for the Real World

Between ‌rising customer expectations, skill shortages, and growing pressures for AI adoption — keeping up is a challenge. Enter Agentforce.  We’re now in the third wave of AI, where intelligent agent networks are reshaping the workplace. Agentforce unlocks a new level of productivity, powering “limitless digital labor.” From offering support 24/7 to seamless customer interactions,

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Salesforce Customer Success Awards 2025 Nominations Are Open

We are so inspired to see our thousands of global customers transform and become Agentforce companies. That’s why we are excited to announce our NEW Salesforce Customer Success Awards*, celebrating the remarkable achievements of Salesforce customers using Agentforce. These awards will recognize innovation, leadership, and the impactful use of Agentforce to drive success, foster trust,

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Top Business Advice From an SVP: What She Learned From Her Parent’s Values

Marie Rosecrans is the Senior Vice President of Small and Medium Businesses (SMBs) Marketing at Salesforce. She’s passionate about empowering small business owners to use technology for success. Marie’s parents emigrated from the Basque region of France and Spain, starting their own businesses in the U.S. She’s lived the life of a small business owner

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How Admins Drive Innovation With Core Responsibilities in the Agentforce Era

As admins, you hold the keys to success for your users and companies to get the most out of Salesforce. You have the unique opportunity to build and manage trusted solutions that drive productivity and innovation through five core admin responsibilities: security, user management, data management, analytics, and a new core responsibility: product management.  The

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What Is a Deal Desk?

You have a complex, high-end prospect, and you know it will take finesse to close the deal. How do you manage it while keeping track of all the moving parts? That’s what it’s like when sales reps manage approvals, pricing, and legal terms piecemeal, chasing down stakeholders for every deal. Deal Desk teams can help

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