Category: Salesforce

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,…

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…

Even though today’s business-to-business (B2B) market is large and lucrative, it is also highly competitive. Looking at the U.S. market alone, we see that it has over 330 million people and 25% of the global gross domestic product (GDP), making it a super attractive environment for entrepreneurs (source).   For this reason, sales professionals who want to attract…

If you are uncertain about the structure of a notarized document, join us in the article below. We will show you an example of a notarized document, so that you can see where signature fields and the notary public’s seal are placed. You will also get a glimpse of the type of language used in these formal…

Understanding whether one can notarize an electronic signature is a worthy question. Many businesses have already adopted digital processes to manage documents, especially those that use Salesforce, which makes up 150,000 users worldwide. So, join us in the article below to learn about notarizing electronic signatures in this digital-first era to add that extra layer of trust…

Today’s Salesforce workflows must be fast and accurate to close deals and launch projects on time. To achieve this, your business will need the best Salesforce e-sign solution on the market.  Titan Sign definitely fits the requirements, allowing teams to speed up approvals and close their biggest deals in minutes, all while keeping business data secure and…

As premium as Salesforce is as a customer relationship management (CRM) platform, it cannot solve every use case. So, what does one do when they need to build a specific Salesforce form solution for their business?  They head to the Salesforce AppExchange, an online store that presents pre-built solutions for extending a Salesforce org, such as Titan…

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…

When you prepare for notarization, you guarantee a smoother process. If you are unsure where to start, join us in the article below. We will cover these two popular internet questions, one from a notary public and the other from a client’s perspective: Let’s get started!  Common Types of Documents That Need Notarization First, we should mention…