CRM

How To Build a Self-Service Portal For Your Small Business

Key Takeaways A self-service portal, or knowledge base, is essential for small businesses, as 80% of customers expect self-service options. The key to a successful self-service portal is defining the customer journey, auditing support data, and setting measurable goals like ticket deflection. For maximum efficiency and scalability, a knowledge base must be built on and

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Quick Guide: Choose the Best Ecommerce Platform for Your Small Business

Key Takeaways Choosing the right ecommerce platform is about aligning features, scalability, and cost with your specific business goals. A platform should seamlessly integrate with your existing tools, especially your customer relationship management (CRM) system, to unify sales, service, and marketing data. Future-proofing your business means selecting a platform that offers robust mobile commerce, personalized

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Poisoning the Well: Search Agents Get Tricked by Maliciously Hosted Content

AI agents that rely on web search are vulnerable to “well poisoning” attacks, where adversaries publish fabricated but authoritative-sounding content designed to be retrieved during search. Think “AI Slop” for agents. Our research shows that when agents encounter this kind of planted content, they stop critically evaluating what they find and start accepting at face

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Salesforce Architect Resources Our Evangelists Recommend

Ask five different architects how they solved a complex problem, and you’ll likely get six different answers. We are a community built on diverse backgrounds—ranging from retired military officers and IT veterans to self-taught developers and admins—and that diversity is our greatest strength. However, even the most seasoned architects don’t work in a vacuum. In

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Stop Manually Downloading Event Logs: Automate Your API Monitoring

Monitoring API usage isn’t just a technical task — it’s a core part of keeping your org healthy. As an admin, you’re the guardian of your platform’s limits and performance. Having a clear view of your API consumption helps you answer leadership questions, flag risky integrations before they break, and reduce overall operational risk.  The

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Listening to the Salesforce Community: What We Heard and What Comes Next

A few months ago, we invited our global Salesforce community to share candid feedback on their experience with Salesforce. More than 7,400 community members responded, taking time to tell us what’s working, what could be stronger, and where we have room to grow. This marked the second wave of our Salesforce Community survey, designed to

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