CRM

Key Takeaways: Fragmented Systems are Costly: Siloed platforms drive an 80% increase in operational costs and a 20% rise in delinquency rates. Unified Strategy: Unifying acquisition, origination, servicing, and collections creates a single, connected borrower experience. AI-Powered Empathy & Efficiency: Agentforce Financial Services transforms every lifecycle stage, from intelligent loan product assistance to proactive, empathetic […]

Key Takeaways Eliminate manual setup configuration by installing a library of proven, best-practice Transaction Security Policies in seconds. Leverage policies pre-aligned with Salesforce Essential Transaction Security documentation for data protection, access control, and API monitoring. Each policy comes with built-in documentation explaining the specific security risks it addresses and any required setup steps. This summary

As Customer Zero, we put our technology to work on our own toughest challenges — and that includes scaling Salesforce’s sustainability and impact programs. This is no small feat; while making the world a better place is important to Salesforce, it also matters deeply to our customers.  In fact, annually, Salesforce answers thousands of sustainability

Key Takeaways Implementing an internet marketing strategy and understanding your audience can help boost your small or medium enterprise (SME) revenue. SMEs can use powerful tools like customer relationship management (CRM) to personalize internet marketing connections. The key to effective online campaigns is consistently analyzing results and adjusting your strategy for continuous improvement. This summary

Sean Lewis will be the first to tell you his career didn’t follow a straight line It started with a degree in glass blowing (…yes, glass blowing) after he walked away from engineering school. Between prohibitively high gas bills to keep the furnaces running and a move back to New Jersey, Sean found himself transporting

Don’t make people think too hard. It’s a classic usability principle that every designer knows. It’s also Slack’s first product principle. At Slack, a clear set of five product principles guides every decision. Product principles are the shared language between product, engineering, design, and research. These principles aren’t abstract ideals – they shape how features

Calling all admins! TDX 2026 is your moment to experience the future of software and learn how to build it in the agentic AI era. Join us April 15-16 in San Francisco, or tune in on Salesforce+, for two full days of deep technical content covering the latest Agentforce 360, automation, Data 360, and core

Calling all Salesforce Architects: TDX 2026 is your moment to experience the future of software and learn how to build it. Join us April 15-16 in San Francisco, or tune in on Salesforce+, for two full days of deep technical content covering the latest Agentforce, Data 360, MuleSoft, Slack, Informatica, and core platform innovations. Join

Key Takeaways Employee agents automate routine work, helping small and midsize enterprises (SMEs) focus on customer growth and strategic tasks. Integrating an artificial intelligence (AI) agent provides growing teams with an affordable way to scale operations without immediately increasing headcount. From sales lead qualification to customer service response drafting, these tools boost productivity across all