CRM

How Salesforce Is Transforming Certification for New and Experienced Users

Today on the Salesforce Admins Podcast, we talk to Dana Walton, Senior Manager of Credential Programs and Operations at Salesforce. Join us as we chat about how the certification experience is evolving with smarter personalization, easier access, and a learning journey built just for you. You should subscribe for the full episode, but here are […]

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Less Admin, More Impact: How Salesforce Nonprofit Cloud Transforms Grantmaking

In the world of philanthropy, the mission is clear: drive meaningful change. However, for many grantmaking organizations, the path to impact is often hindered by administrative hurdles, fragmented data, and manual processes. Salesforce Nonprofit Cloud for Grantmaking, however, is changing that narrative. Through empowering grantmakers to streamline operations, enhance transparency, and make data-informed decisions that

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The Enterprise AI Agent Era: Why Trust, Security, and Governance are Non-Negotiable

The potential of AI agents, like those powered by Agentforce, to revolutionize business processes is immense. From automating customer service interactions to assisting employees with complex tasks, agents promise unprecedented efficiency and personalized experiences. Yet, as organizations lean into this future, a critical question looms large: Can we truly trust AI agents with our most

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Is Your Bank’s Marketing Speaking With Customers, or At Them? Modernize Customer Engagement with Agentic Banking

Is your marketing relying on generic messages, paper statements, and a handshake? Whether they’re browsing products or making decisions about their finances, today’s customers expect immediacy, personalization, and above all, trust. But if your bank is still relying on static, one-way campaigns, you’re creating friction and pushing customers towards the always-on, digital experiences modern fintechs

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Prompt Like a Pro: AI Prompt Writing for Salesforce Admins

Let’s face it: As a Salesforce Admin, you’re already juggling workflows, security settings, automations, and the ever-growing stack of requests from across your org. Now, toss in generative artificial intelligence (AI) and suddenly, everyone expects you to be part admin, part prompt whisperer. Good news: You don’t need to be a data scientist or a

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Unlock Multi-Modal AI with File Inputs in Prompt Builder

Ever wished your AI could “see” the images you’re working with or instantly “read” the PDFs you need to analyze? Large language models (LLMs) are already masters at understanding user intent, dissecting text, and crafting natural language responses. When integrated with Agentforce platform tools and safeguards, they become powerful AI agents ready to tackle customer

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AI CRM and the Future of Small Business: An Exclusive Interview with SVP Boon Lai

To help navigate the digital landscape for small businesses, we sat down with Boon Lai, SVP of Growth Marketing at Salesforce, to discuss how artificial intelligence (AI) and customer relationship management (CRM) are helping businesses expand and scale. From the democratization of AI to the importance of trusted data and the role of CRM, Boon

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Alright, Alright, Alright — How to Do Proactive Maintenance Right with Agentforce

Imagine servicing your customers’ appliances before anything goes wrong — no frantic phone calls, no unexpected breakdowns, and no neighbors joking about who still has A/C while the other sweats it out. With Agentforce, a proactive autonomous AI application, that kind of maintenance is becoming standard. It helps your business stay ahead of problems and

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