Inside the Atrium Lounge: How Two Banks Are Turning Salesforce Vision into Real Transformation
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the playbook. There’s the energy of kickoff day, the promise of a single pane of glass, and then the reality hits — the weight of transformation as you start to untangle data, process, and people. At […]
How Agentforce Revenue Management Powers AI-Driven Lead-to-Cash Transformation
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 […]
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 […]
What to Know About Data Libraries in Agentforce & Salesforce Data Cloud
TL;DR: Key Takeaways Agentforce Data Libraries let AI agents use your organization’s trusted data instead of relying solely on general LLM knowledge. Libraries can pull from Salesforce Knowledge, uploaded files, web search, or custom data sources. Salesforce Data Cloud powers Data Libraries by ingesting, chunking, indexing, and storing data for rapid retrieval. This setup enables […]
Atrium’s Commercial Banking Agent
Atrium’s Commercial Banking Agent Powered by Agentforce Atrium’s Commercial Banking Agent can help you overcome some of the industry’s toughest challenges. Your business clients no longer need to wait days for updates on onboarding, fees, or transactions. Manual and inconsistent processes that slow Salesforce work are automated, eliminating bottlenecks and freeing up your team to […]
The GenAI Divide: Why 95% of Companies Aren’t Seeing ROI with Generative AI
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 […]