CRM

19 Agentic AI Terms Every Business User Needs To Know

Everyone’s talking about agentic AI and its promise of transformative efficiency and unprecedented automation. But the terminology is piling up faster than your unread Slack messages. If you don’t keep up, it’s easy to fall behind. Don’t let confusion over agentic artificial intelligence (AI) lingo be a roadblock to adoption: This glossary will help you […]

19 Agentic AI Terms Every Business User Needs To Know Read More »

How Cloud23 Used Agentforce to Build the Perfect AI CRO

Almost every small or medium business (SMB) could benefit from a Chief Revenue Officer (CRO), but few can realistically justify the cost of hiring one. CROs are high-value executives who deliver big benefits but also come with a hefty, six- or seven-figure price tag. That’s fine for enterprise-level brands. However, for companies just starting out

How Cloud23 Used Agentforce to Build the Perfect AI CRO Read More »

How To Simplify Security, Response, and Compliance in Salesforce

Last month, Own products officially became part of the Salesforce Platform. What does this mean for you? With Own security product capabilities now integrated into Salesforce Shield and Security Center, your organization can strengthen its security posture faster and more comprehensively than ever before. Additionally, the introduction of Backup & Recover, Data Mask & Seed,

How To Simplify Security, Response, and Compliance in Salesforce Read More »

Broken Rungs: Why Women in Insurance Continue To Face Uphill Battles

Despite years of diversity initiatives and corporate promises, many women in insurance continue to face deeply entrenched challenges that can limit their advancement and impact. The insurance sector is now at an important juncture‌ — ‌continuing to work toward embracing the contributions of women will help create a more dynamic, efficient, and successful industry. But

Broken Rungs: Why Women in Insurance Continue To Face Uphill Battles Read More »

Thrive or Dive: Why the Difference Between Revenue vs. Profit Matters

You start a business, and people love what you’re selling. Money comes rolling in. Congratulations are in order. One important question, though: Is that money revenue vs. profit, and does the answer matter? If you want to keep your winning streak going, it does. In fact, understanding the differences between revenue vs. profit is key

Thrive or Dive: Why the Difference Between Revenue vs. Profit Matters Read More »

Control Agent Access and Decision-Making with Variables and Filters

Agentforce utilizes data from your CRM and apps to provide insights and take action on your behalf. Developers guide the Agentforce reasoning engine in orchestrating actions through topic instructions. Sometimes, these instructions need to include important business rules, written in plain, simple language. These rules often use data or responses from private actions. However, writing

Control Agent Access and Decision-Making with Variables and Filters Read More »