Andi FAQs: What to Know About Using AI in Salesforce

If you’re exploring ways to move faster in Salesforce without sacrificing quality, security, or control, you’ve probably heard a lot of bold claims about AI. Andi is different. This FAQ-style guide is designed to answer the real questions customers  ask when evaluating Andi – from what it actually does, to how it fits into enterprise

The Hidden Data Work That Makes Salesforce Transformation Possible for Banks and Credit Unions

Every financial institution wants transformation. Leaders talk about digital experiences that feel effortless, AI that supports every interaction, and teams that move with more confidence because they have the full picture of a customer or member in front of them. If you read the slideware, transformation can look like a sequence of milestones. Vision session.

The Global Advantage: How Customers Benefit from Atrium’s India-Led Managed Services

In today’s market, speed and agility are everything. While having a dedicated, highly skilled delivery team is non-negotiable for Salesforce customers, optimizing that team’s structure and location can be the accelerant that drives real competitive advantage. Our Elevate managed services delivery model, which strategically places the Engagement Lead (EL) and the core Salesforce development team

Data Readiness: The Foundation for Success with Snowflake Intelligence

The release of Snowflake Intelligence marks a powerful evolution in how enterprises turn data into decisions. Building on foundational Snowflake capabilities like Cortex Analyst and Cortex Search, Snowflake Intelligence enables users to query data in natural language, uncover insights instantly, and build AI-driven applications — all within a secure, governed environment. But here’s the truth:

Top 6 Takeaways from Dreamforce 2025 for Banking and Wealth Management

I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on the flight home with my notebook in hand. And honestly, the themes that came through on screen echoed every conversation I’d had all week in our lounge. Last year was about imagination. The art of

From Inspiration to Action: Atrium’s Big Week at Dreamforce 2025

Dreamforce 2025 has come and gone, but the ideas, conversations, and connections from this year’s event are still energizing us. Salesforce’s biggest conference of the year brought together innovators and industry leaders from around the world — and for Atrium, it was our best Dreamforce yet. Between a packed schedule of sessions, roundtables, and demos

Andi’s Got Vibes: How Andi and Agentforce Vibes Will Transform Salesforce Development

Salesforce’s launch of Agentforce Vibes marks a major milestone in the evolution of AI-assisted development. With Vibes, Salesforce is upleveling what they had started with Agentforce for Developers and expanding the features of that tool. They’re bringing AI directly into the developer’s world — an intelligent coding partner that understands metadata, writes Apex, and tests

Why Agentic AI is the Evolution Sales Teams Have Been Waiting For

Is your sales team spending more time on data entry and manual tasks than on what truly matters: building relationships and closing deals? It’s a common problem, and for a long time, the answer has been more automation. But what if there were an evolution of AI that goes far beyond simple automation or generative

Accelerate Your Data Migration (For Free) with Snowflake’s SnowConvert AI

Migrating from legacy data warehouses to a modern cloud data platform can be daunting. The process is often complex, time-consuming, and resource-intensive — requiring teams to rewrite thousands of lines of SQL code and migrate business-critical assets without disrupting operations. Snowflake’s SnowConvert AI is designed to change that. Powered by Snowflake’s Cortex AI, this new

Rapid Salesforce Flow Creation with Andi, Atrium’s AI Consultant

Earlier this year, Atrium introduced Andi to the world, our first AI consultant. Andi is a purpose-built custom agent, focused specifically on accelerating Salesforce configuration. I’ve talked about Andi’s capabilities in previous blogs, and demoed Andi live in webinars (here is the latest), but I wanted to go deeper, and show a real-life scenario of