CRM

11 Unique Habits of Highly Successful Entrepreneurs

Highly successful entrepreneurs often go to the beat of their own drum, and with good reason. With most new ventures facing significant challenges in their early years, entrepreneurs must do things differently to thrive. What might seem unusual to others becomes second nature to those building successful ventures. Certain habits consistently appear among thriving business […]

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From Flow Generalists to Champions: Building Agentic AI for Salesforce Automation

The Challenge with Flows Today Salesforce flows sit at the heart of modern CRM automation, yet authoring them still requires a unique mix of declarative drag‑and‑drop and Apex know‑how. To ease this process, Salesforce has committed to incorporating cutting-edge Generative AI technologies such as Agentforce for Flow (A4F, now generally available). A4F uses AI to

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The Top Ways Technology Expands Access To Donor-Advised Funds

NOTE: This blog was originally posted on Forbes. Read it here. In recent years, donor-advised funds (DAFs) have emerged as a growing and flexible method for philanthropic giving. Traditionally popular among high-net-worth individuals and families, DAFs have the capacity to create lasting social impact. Thanks to technology and digital platforms, access to DAFs has expanded

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Set Test Context in Agent Builder with Preview Conditions

Building and testing intelligent agents is key to delivering great experiences. However, thoroughly vetting your agent’s behavior across different scenarios can be a challenge. Manually providing specific contextual information, like the current app, record page, or user data for each test run in Agent Builder, is often tedious and time-consuming. Without this precise context, it

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A Five-Step Playbook to Tackle ALM for AI Agents and Apps

Building AI agents and apps is exciting — but it’s also complex, especially when you’re balancing speed, innovation, and security. Business leaders want quick wins. Your IT team is focused on building responsibly, staying compliant, and scaling sustainably. If this tension feels familiar, you’re not alone. Traditional application lifecycle management (ALM) wasn’t designed with AI

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Setting Up Your First AI-Powered Service Agent | Automate with Agentforce

Welcome to our new blog and video series, Automate with Agentforce! Get ready to take your automation skills to the next level with the power of Salesforce, MuleSoft, and innovative AI with Agentforce. In each episode, we highlight real solutions built by Awesome Admin Trailblazers—just like you. Whether you’re just beginning your automation journey or

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