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 […]
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 […]