Learn About Sales CRM Every new customer starts the same way — as a stranger with a problem to solve. The moment they find your brand, the clock starts. And for lean businesses, the difference between winning that customer and losing them to a competitor often comes down to one thing: How fast and how […]
Simple Ways to Optimize Customer Touchpoints for Sales Growth Read More »
I’ve spent the better part of two decades in the partner space — at Microsoft, at SAP, and now at Salesforce. And in all that time, I see the same tension showing up in countless companies: Leaders know they need a strong partner ecosystem, but they treat it like a support function rather than a
How Salesforce Built a World-Class Partner Ecosystem: The 7-Step Blueprint Read More »
Turn all your Data into Context Every Agent Can Put to Work. Today, Salesforce is announcing that the Data 360 MCP Server is now available in Developer Preview — a significant step forward in how organizations use their trusted data across their Agentic Enterprise. The Data 360 MCP server lets any MCP client, including AI
Introducing the Data 360 MCP Server — Your Unified Data, Ready for Any Agent Read More »
Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In this click-through, we’re configuring Health Check to strengthen
Protect Your Salesforce Org With Health Check Read More »
At TDX 2026, one thing became incredibly clear: The response to Setup with Agentforce was overwhelmingly positive. Many admins already reported great success trying out the Setup with Agentforce beta for tasks like creating objects, troubleshooting user access, and getting information on Salesforce features. At the same time, across demos, customer conversations, and True to
As businesses rush to adopt agentic commerce, development teams are typically up against one of two predicaments. Some struggle with commerce platforms they have outgrown. What was once an ‘easy’, lightweight solution has become a web of fragile third-party apps that lack the data cohesion required for impactful AI. Alternatively, some teams are fighting against
Ending the “easy vs. enterprise” compromise with Storefront Next for B2C Commerce Read More »
Try Salesforce for free How are you leading your team today? Are you the leader you set out to be? If so, The best leaders don’t just manage their teams — they multiply them. And in a world where artificial intelligence (AI) is reshaping how work gets done, the leaders who thrive are the ones
How To Lead a Team (To Greatness) Read More »
Try Commerce for Small Business You built your online store to go somewhere. And as your order volume grows and your ambitions get bigger, the tools that got you here might not be the ones that get you there. A patchwork of separate systems for shipping, marketing, and sales can quietly slow you down —
7 BigCommerce Alternatives For Small Business Read More »
For years, the email industry has repeated the same limitations over and over again: “You can’t use background images.”“You can’t make emails responsive.”“You can’t use web fonts.”“You can’t do modern design in email.”“Email has to look identical everywhere.” The problem? A lot of those statements are either outdated, incomplete or missing important context. At Salesforce
We Debunk 5 Misconceptions About Email Marketing Read More »
Read the FinServ Blog Managing your finances is one of the most powerful levers a lean business can pull. When your numbers are working for you, everything else — from your next product launch to your boldest growth goal — gets a whole lot more achievable. The challenge isn’t ambition. It’s having the right insights
Top 7 Financial Blogs For Small Business Owners Read More »
