CRM

Key Takeaways A strong customer onboarding process is important for reducing churn and increasing lifetime value for startups and small businesses. Personalization and clear communication are fundamental to making new customers feel valued and confident in your brand. Use customer relationship management (CRM) technology to automate and simplify onboarding tasks, freeing up your team to […]

When Saurabh Gupta, Salesforce Senior Director of Software Engineering, met his Workforce Navigators mentee, Alfonso Ramirez, in person for the first time at Salesforce Tower, it was a moment neither would forget. After months of remote mentorship — and nearly six months after the program had officially ended — the connection between them was unmistakable.

For a long time, Salesforce guidance on deciding a record-triggered automation pattern focused on the builder. If you were a declarative builder, you used Flow; if you were a developer, you used Apex. This served as a practical rule of thumb for many teams, but as orgs grow, the “who” matters less than the “what.”

As an architect, your primary responsibility is to make the right technical decisions by weighing complex tradeoffs against specific business requirements. However, with the breadth of the Salesforce platform, it’s easy to face analysis paralysis when choosing between multiple solutions that seem to solve the same problem.  We’re excited to introduce a refreshed format for

Admins aren’t just system builders The Salesforce Admin role is evolving with an ever-changing platform and the advancement of AI. Admins are no longer just system builders—we’re relationship builders and governors of behavior, and that transition starts with trust.  When an organization has trust, it experiences faster adoption, better requirements, and fewer fire drills. Who

Key Takeaways The best content creation tools for growing businesses are often low-cost or free, offering high-impact features for visual design, writing, and distribution. A diversified content arsenal requires tools across multiple categories: Visual content and design, writing an organization, and distribution and analytics. As your business and marketing needs grow, an integrated CRM like

Building trust requires more than just rigorous technology. It requires a transparent partnership between Salesforce, our customers, and the global security research community. To our customers, this story offers a look at the diligence we apply to every potential threat. To our partners in the research community, it is a testament to the critical nature

Key Takeaways Agentic AI is an autonomous AI system that can plan, execute, monitor, and adjust a sequence of actions to achieve a goal. Essential terminology like ‘AI agent’, ‘guardrails’, and ‘reflection’ define a scalable operating model that moves beyond simple automation to handle administrative tasks By integrating agentic AI into an AI CRM like

Key Takeaways Welcome messages build trust – First impressions establish customer confidence in the agent experience. Custom labels enable admin control – Configuration over code lets customers update content without engineering. Small details drive adoption – Thoughtful UX decisions like welcome messages impact customer willingness to deploy agents. This summary was created with AI and