Category: Titan Platform

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,…

1. Understand Your Job Role Before you apply for your favorite Salesforce role, reviewing the job description is worthwhile. If you do, you have the opportunity to match your real-life work skills to the responsibilities listed in the job description.  At this point, it will be very easy to see which Salesforce Cloud the company uses and…

What is Data Skew in Salesforce? The term “data skew” describes when one Salesforce record, such as an Account, is related to multiple other records in your Customer Relationship Management (CRM) platform. This data skew could create performance issues or “locking” errors in your CRM platform when there are software updates. If you are interested, check out…

What is Sales Dialer in Salesforce?  It’s a Salesforce tool allowing sales teams to: Top Sales Dialer Features The best part about this built-in tool is that sales reps can quickly perform all these tasks listed above inside Salesforce without having to navigate between various business apps and platforms.  Here are five of our top Sales Dialer…

Connecting with leads and customers is a big part of a sales agent’s role. According to Brevet, a sales consulting and training firm, it takes at least eight calls to reach a lead. Although this activity is hard, it’s essential for building long-lasting relationships and making sales. However, figuring out which leads are ready to purchase products…

When it comes to delivering personalized experiences online, customers want fast, relevant communication. However, the content also needs to be consistently accurate and reliable to win a customer’s brand loyalty. Journey Builder is one of those tools from Salesforce that is ideal for managing and automating marketing content. If you want to find out more about this…

In 2023, OptinMonster reported that automated emails make 320% more income for businesses than traditional manual ones. It’s no wonder marketers are turning to Email Studio in Salesforce Marketing Cloud for digital support.  If you want to find out more about this powerful tool assisting marketers with the personalization of emails and a range of automation tools…

We have all heard of how slow customer service can be, even in our digital-first era. However, support agents can’t be blamed for slow tech or systems that don’t provide the correct information when prompted. Thankfully, poking around a knowledge base searching for the right answers is a thing of the past for support agents who have…

Have you asked your Salesforce admin if your org has Salesforce Shield? This powerful suite of products from Salesforce saves your company against data breaches, supports your data regulatory needs, and keeps software aligned and ready for AI technology.  Whether you are interested in eliminating data risks or want support with compliance, join us in the article…