Category: Product

Salesforce Document Generation | The Ultimate Guide for Healthcare

Document generation underpins almost every major healthcare process you can think of, from collecting electronic health records to managing patient registration, automated medical billing, operative reports, Salesforce document automation, and much more! You also need accurate and up-to-date documents that keep patient details safe, comply with regulatory frameworks, and support delivering the most efficient care.  Given that…

Salesforce AI Solutions for Call Centers

Salesforce Agentforce: Voice AI Agents 

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 calls, 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…

AI Features from Salesforce

Salesforce Agentforce’s AI Capabilities

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…

Optimize Agentforce Tools and Features

Is Data Cloud Required for Agentforce?

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…

Salesforce AI Tools for Automation

Salesforce Agentforce 2.0: The Next Evolution in Automation

Do you remember our series of Agentforce explanation articles? We suggest taking a look at our Overview of Agentforce article in the string of posts before diving into 2.0. It will prepare you for the next enhanced version released by Salesforce, Agentforce 2.0! The next generation of artificial intelligence (AI) technology from Salesforce is designed to eradicate…

Data Management AI Solutions from Salesforce

Agentforce and Data Cloud Integration for Better Results

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…

Artificial Intelligence Solutions from Salesforce

Einstein Copilot Vs. Agentforce: Key Differences

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…

Boost Business Presence with Salesforce AI Tools

Agentforce for Marketing and Better Campaigns

As the one of the goal’s of marketing projects is to boost an organization’s presence in a sector, marketing professionals create and deliver campaigns to catch the attention of new and existing customers. These campaigns can be delivered via: If you want to find out how to create better marketing campaigns faster using Artificial Intelligence (AI) technology,…

Salesforce AI Solutions for Testing

Salesforce Agentforce Testing Center

On November 20, 2024 Salesforce announced the launch of its Agentforce Testing Center. It’s an Artificial Intelligence (AI) Agent Lifecycle Management tool designed for automated testing processes.  To find out more about this tool that supports the maintenance of your autonomous AI agents, join us in the article below. Before we get started, you might want to…

Salesforce AI Solutions for Field Service Management

Salesforce Agentforce for the Service Industry 

The global field service management market is predicted to be at $29.9 billion in 2031, with a compound annual growth (CAGR) of 19.2% spanning the years 2022 to 2031. If we take a look at 2021 alone, just a few years ago the market value was sitting at $5.2 billion.   (Source: SightCall) As we can see, this…