CRM

Dreamforce isn’t just a tech conference — it’s a family reunion. Thousands of Trailblazers from around the world come together in San Francisco each year to learn, connect, and celebrate the power of community. Whether you’re here to skill up, meet fellow Trailblazers, or simply take it all in, this guide will help you navigate […]

[Image credit: Flavia Torrado / Salesforce] “If you’re interested in philanthropy, Salesforce is the perfect place to be,” says Flavia Torrado. Flavia is an Account Development Executive based in Sydney, Australia supporting Salesforce’s MuleSoft product. When she’s not helping prospective clients understand the value of MuleSoft, automation, and API integration, she supports the team’s philanthropic

Looking to grow your small or medium-sized business (SMB) without the burden of managing inventory, loading the boxes, or running to UPS to ship? Dropshipping could be your secret weapon.  We’ll explore what dropshipping is, how it works, and why it’s becoming a favorite among entrepreneurs. We’ll also show you how a customer relationship management

Key Takeaways LLMs are impressive, but they can be unreliable. They lack memory, are inconsistent, and struggle to connect to workflows and data. A CRM system is the business engine with the necessary structure, memory, and governance for AI to perform reliable work. CRM gives agents the context, rules, and logic required to take trusted

The era of reactive customer support is over. Customers demand faster and more personalized service in the snap of a finger, adding more to service representatives’ plates and leading to burnout. And with 65% of service leaders anticipating an increase in case volume over the next year, while only 58% expecting to have a headcount

When you build with Agentforce, getting “an answer” isn’t enough. You want the right answer, every time. That’s where custom evaluation criteria shine. They let you tell Salesforce exactly what to look for in an agent’s response, from key phrases to specific actions. In this post, we’ll explore how to create your own custom tests,

Have you ever felt like your to-do list just keeps getting longer and longer? As a startup or small and medium-sized business (SMB) with lean resources, your tasks may seem to be multiplying even though you’re checking things off. From answering questions to updating marketing messaging to handling operations — you’re doing it all. According

Think AI implementation is just plug-and-play? Nicole Pomponio, 2025 Salesforce MVP and self-proclaimed “process nerd,” has an update for you: “Setting up Agentforce is the start of a journey — it’s most powerful when you continuously guide your agents, refine your processes, and evolve alongside them.”   As Director of Delivery Management Operations at SaltClick, she’s