Category: Industry

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…

Today’s fast-moving landscape requires sales representatives to do more with less time, such as finding new leads or personalizing every interaction with a customer on top of daily admin work. These essential tasks generate more sales for a business, but if inside sales representatives don’t have access to the right software, they are unable to work at…

Electronic signatures are better for the environment, save nonprofits time and money, and of course, make the signing process a million times easier for donors and volunteers.  Instead of getting swamped by admin and endless paperwork, it’s now the new norm for benefactors to receive a link or email so they can sign documents securely and on…

In this digital-first era, notarizing documents do not have to be performed in-person. These days, there are super convenient options from notary publics, allowing clients to notarize documents from any location and at any time.  If you were wondering if you can get something notarized online, join us in the article below to explore the latest on…

While notary publics can notarize real estate documents in the United States, there are a few things they should know. Join us in the article below to get all the information. And, if you are looking for other content on this topic, check out our Self-Notarization and Example of Notary Document articles.  But back to our discussion…

Document generation underpins almost every major legal process you can think of, from service proposals to invoices, memorandum of agreements to reports, affidavits to client correspondence, and much more! No matter your legal field, whether it be criminal or civil, family or corporate, environmental or intellectual property, you need accurate and up-to-date documents to keep internal records,…

Salesforce Experience Cloud, previously called Community Cloud, allows legal professionals to build custom online communities and portals branded to their unique web project requirements. For more information on the differences between these Salesforce products, check out our Community Cloud Vs. Experience Cloud article.  But, for now, let’s continue with our current topic. Web portals created with Salesforce…

The “Do banks notarize documents?” is a classic question. Do you want to know the answer so you can notarize a letter, affidavit, or will as soon as possible? Join us in the article below.  Let’s get started! Do Banks Charge for Notary? Some banks do, while others do not. The best way to know whether banks…

Notary publics are the professionals who perform the important task of notarizing documents. However, we all have financial and legal documents that need to be accurate, verified, and have identifiable signees. So, wouldn’t it be ideal to notarize documents yourself in the comfort of your office whenever the need arises?  Join us in the article below. We…

If you are reading this article, there is a good chance you are interested in using Salesforce Forms to streamline data management in your legal firm and make more personalized connections with clients. But first up, what are Salesforce Forms?  Salesforce Forms can refer to any form integrated with the Salesforce ecosystem. There are several ways you…