If I had to sum up this year in one sentence, it would be this: banks, credit unions, and wealth firms stopped asking whether AI and Salesforce matter and started asking how to make them work responsibly, at scale, and with real impact. That shift did not happen overnight. It showed up gradually, across conversations
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.
For technology companies modernizing from legacy Salesforce CPQ to Agentforce Revenue Management (formerly Revenue Cloud Advanced), the migration offers the opportunity for a full architectural reset. With the introduction of Salesforce’s Advanced Configurator, organizations finally have access to a true constraint-based configuration engine that aligns perfectly with the data-driven and AI-powered future of lead-to-cash. The
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
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
TL;DR: Key Takeaways Agentforce Data Libraries are a key feature within Salesforce that empower AI agents to provide accurate, context-rich, and relevant responses by grounding them in your organization’s specific data. This process relies heavily on Salesforce Data Cloud. Here’s a breakdown of how they work together. What are Agentforce Data Libraries? An Agentforce Data
Why, despite all the hype and investment, are most companies still not seeing a return on their generative AI (GenAI) investments?According to a new report from MIT’s Project NANDA, a staggering 95% of organizations are getting zero P&L impact from their efforts. We’re now collectively referring to this phenomenon as “The GenAI Divide.” What’s keeping
I can still remember the first time I realized it was “Social Security Day” at the branch. I was brand new in banking, almost two decades ago. You didn’t need a calendar to know because the lobby told you. It would be filled with some of my favorite people, mostly gray and white-haired regulars who
TLDR/key takeaways: What do these new capabilities mean for your service and support teams? Let’s dive in. The quality of customer service experiences today can make or break a business. Customers have come to expect swift, personalized, and readily available support across a plethora of channels. They want to feel recognized and valued by the
For many organizations, the contract process is still a very cumbersome set of activities. Sales closes a deal, and then the real work — and risk — begins: provisioning customers (users), managing entitlements, fulfilling terms, and hoping nothing falls through the cracks. If your business depends on complex agreements, recurring revenue, or multi-product packaging, these