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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…
Nowadays, employees, partners, and customers expect websites to be customized and interactive. Additionally, it can become a single place of truth where internal and external users can independently find all the information they need to complete tasks. However, when creating web portals such as learning platforms, customer communities, or any other specific website, we must also remember…
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…
Salesforce Experience Cloud, previously called Community Cloud, allows financial service teams to build custom online communities and portals branded to their unique web project requirements. When financial firms or banks create these types of projects, they provide seamless and connected content across all communication channels, which clients learn to trust. Web portals created with Salesforce Experience Cloud…
If you are reading this article then there is a good chance you are interested in using Salesforce Forms to streamline data management in your financial 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…
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…
Salesforce Experience Cloud allows healthcare professionals build custom online communities and portals branded to their unique web project requirements. When organizations create these types of projects, they provide seamless and connected content across all communication channels, which patients learn to trust. Web portals created with Salesforce Experience Cloud ensure that everyone interacting with your brand can engage…
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…