Winning the Social Security Shift with Salesforce for Credit Unions and Community Banks
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 […]
Atrium’s Revenue Management Accelerator
Atrium’s Revenue Management Accelerator Powered by Revenue Cloud Advanced & Agentforce Atrium’s Revenue Management Accelerator brings efficiency, accuracy, and flexibility to every stage of the revenue lifecycle. Built on Salesforce Revenue Cloud Advanced and enhanced with Agentforce, this accelerator streamlines complex quoting, billing, and revenue recognition workflows. With intelligent product configuration, dynamic pricing models, and […]
Smarter Support Starts Here: Agentforce and the AI-Powered Service Cloud
TLDR/key takeaways: There are 3 major developments in the Salesforce Summer ‘25 release for Service Cloud: Agentforce now creates a more efficient and effective agent environment by unifying disparate systems for service teams. The Service Assistant reduces service rep ramp-time and improves consistency by providing real-time, AI-powered guidance. New Agentforce for Service enhancements enable proactive […]
A New Era of Contract Execution with Revenue Cloud Advanced + Agentforce
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 […]
A New Standard in Borrower Experience: Salesforce Digital Lending + Agentforce
I hit that moment many parents can relate to: the realization that your vehicle just doesn’t fit your life anymore, even if it’s one you really like. The second child sealed the deal. Two car seats, bigger stroller, snacks — the logistics had outgrown our compact SUV. So, off to the dealership we went. The […]
AI Innovation and Impact: Q2 Review of Our Journey Toward $1 Billion in Outcomes
2025 is zipping by, and for AI, a few months can be a lifetime of innovation. With the second quarter of 2025 coming to an end, it’s time to take another look at Atrium’s one billion dollar goal. You can check out our interactive $1 Billion Outcomes Dashboard below. We’re tracking our journey to inventory […]
Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud
A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now, […]
Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]