Category: AI

Agentforce’s Key Context Salesforce has been bringing AI capabilities and financial services together for years. Common uses of AI in finance include: Salesforce has strict AI Ethics Standards. These are the pillars: This commitment to ethics makes Salesforce AI desirable to financial institutions that can’t afford the speed and efficiency of AI to come at the cost…

What is Salesforce Agentforce? Hot off the press of Agentforce 3.0 being announced, most organizations want to know if this latest release fulfills the revolutionary and labor-changing intentions of Salesforce’s premier AI solution. While 2025 has been the year of the agent, many members of the ecosystem have been skeptical on issues such as this technology’s implementation,…

“Our vision is bold: to empower one billion agents with Agentforce by the end of 2025. This is what AI is meant to be.”– Marc Benioff The above quote speaks volumes, but if you are in our Ohana community, then Agentforce needs no introduction! Since being catapulted into the mainstream at Dreamforce 2024, this technology has become…

Agentforce was announced at Dreamforce 2024, and has had a massive amount of A+ marketing and promotion from Salesforce. Speaking to Salesforce professionals across the ecosystem, we know that the hype is real in 2025. Everyone wants to know about Agentforce and how it will evolve. So, join us in the article below to learn more about…

Businesses with teams dedicated to supporting customer queries experience high call volumes, such as 20-50 interactions per day (Source: Bright Pattern). Since human support teams are generally overloaded with these queries, customers spend a lot of time waiting for their calls to be answered.  As you can imagine, this scenario would make any customer frustrated. Additionally, the…

Many companies struggle with streamlining operations because employees have to hunt down details stored across multiple data systems. As you can imagine, employees (like sales reps or service agents) will take longer to respond to customers, as working in this way with data is super inefficient. Additionally, this can lead to varying experiences delivered to customers.  We…

One of the most popular questions we have seen floating around the web is, “Does Agentforce Require Data Cloud?” We know that this topic is super important to businesses who have Agentforce for developers and admins to maintain.  So, let’s dive in and answer this burning question! Do You Need “Data Cloud” for Agentforce? Technically, you don’t…

Do you remember our series: An Agentforce Explanation? If you haven’t, we suggest taking a look at our Overview of Agentforce in the string of posts before diving into this article. It will prepare you for the next enhanced version released by Salesforce: Agentforce 2.0! Let’s get started! What is Agentforce 2.0? The next generation of artificial…

Gone are the days of manually processing data. No one gets excited about cleaning, verifying, and cross-checking that customer details are correct across multiple systems. It’s a time-consuming activity that wastes employee creativity.  Thankfully, we have access to software solutions, like Data Cloud. It’s a Salesforce platform collecting and unifying customer data for the most trusted information…

Salesforce is the world’s leading customer relationship management (CRM) platform, so it’s no wonder their two Artificial Intelligence (AI) solutions are a buzz in 2025.  But how do you know which system suits your business needs and delivers the best return on investment? Join us in the article below to figure out which one will be your…