CRM

Financial services institutions have always focused on building and managing trusted customer relationships. When customers, whether an individual or a business, entrust an organization with their finances, they expect tailored advice and solutions catered to their unique financial needs and goals. Many companies are now discovering that AI-driven personalization in financial services is a powerful […]

We released our annual 2025 MuleSoft Connectivity Benchmark Report, which dives into the rapidly evolving agentic enterprise.  As a member of the MuleSoft team, I’m proud of the work behind this report, and equally as excited to share the key insights it reveals. We’ve collected critical learnings into the challenges and opportunities at the intersection

Chicken, meet egg As admins, we’re often confronted with a classic conundrum: How do you convince an organization to adopt new technology without having the technology to demonstrate it in the first place? This is compounded when the technology you want to demonstrate requires other technologies you may not have access to show. For example,

Want to build more secure external integrations while maintaining clean metadata? External client apps (ECAs) are your answer. Unlike traditional connected apps, ECAs offer a closed security model, full metadata compliance, and modern developer tooling. In this blog post, we’ll discuss how to create, configure, and manage ECAs to build integrations that your admins and

How much effort do you have to spend contacting customer support to get a problem solved? More than you think is necessary, right? Just like you, customers are busy people who want their issues resolved quickly. It helps to offer multiple ways to reach your team – so people can contact your business when they

A great opportunity-based marketing (OBM) strategy will help your team align with Sales and close B2B deals faster. We’ve covered a lot so far in our OBM blog series, from managing leads to opportunity segmentation in Salesforce. These steps provide a foundation for making adjustments as buying committees evolve along with their technology requirements and

For small and medium-sized business (SMB) owners, every minute and every dollar counts. With lean teams and ambitious goals, the challenge lies in delivering exceptional customer experiences while managing operations efficiently. In response, Salesforce has introduced Agentforce, a powerful addition to its ecosystem that redefines how humans with artificial intelligence (AI) enhance customer success together.

Imagine you’re a new sales representative — you have a list of prospects, and your task is to sell them software as a service (SaaS) products. The problem is, you know next to nothing about those prospects. You lack data about their pain points, and your handle on the complex product you’re trying to sell

If you’ve ever worked with the Salesforce Lightning Design System (SLDS) and had to update components one by one, you know how time-consuming and frustrating the process can be. Global styling hooks streamline the process of building custom components within SLDS. These powerful tools help maintain design consistency and simplify development by using CSS custom

Spring ’25 is almost here! Learn more about Flow features and check out Be Release Ready to discover more resources to help you prepare for Spring ’25.  As usual, there are a TON of new features and improvements coming to Flow in Spring ’25. To help get you up to speed and excited, this post