A Guide to Evaluating Financial Services Cloud if You Already Have Salesforce
A lot has changed since Salesforce first released Financial Services Cloud (FSC) in 2015. At first it was primarily a standardized data model with a couple of lightning web components to help illustrate relationships and an advisor’s daily view. Salesforce has iterated on it in the years since and added a host of new functionality, […]
Introducing AnalyticsKatas: Challenges to Help You Skill up in CRM Analytics
In your journey to learn CRM Analytics, have you ever felt like there was a gap between an idea and the solution? You wanted to implement a really cool feature, but couldn’t find the right guide to get you there. Something beyond Trailheads and help articles… Enter AnalyticsKata. What is a Kata? A kata is […]
How HDA Quickly Supported Flood Victims With Improved Salesforce Infrastructure
Housing Development Alliance, Inc. (HDA) is a nonprofit affordable housing developer located in East Kentucky. With fewer than 50 employees, their mission is to use the power of housing to transform lives and build a brighter future for their community. To date, they have helped roughly 3,000 low-income people in rural Southeastern Kentucky become homeowners, […]
Kendall Mercado Announced as Media Industry Lead, Solidifying Atrium’s Growing Media Practice
Atrium bolsters a growing CMT footprint with the appointment of a new Media Industry Lead Indianapolis, January 18, 2022 – At the forefront of consulting services and solutions built on the Salesforce platform, Atrium has a known presence and stake in the ecosystem that has grown exponentially since its founding five years ago. With proven […]
On-Demand Webinar: Salesforce Data Cloud for Financial Services: Integration Updates to Salesforce Data Cloud, Snowflake, and CRM Analytics
On-Demand Webinar Salesforce Data Cloud for Financial Services: Integration Updates to Salesforce Data Cloud, Snowflake, and CRM Analytics Learn how the unique relationship between Salesforce Data Cloud, Snowflake, and CRM Analytics is creating new ways for financial services firms to realize the value of customer data. Watch and learn as industry leaders showcase the different […]
Depth is Our Story: Christopher Dean on Communications and Media Innovation at Salesforce
Is CDP the new CRM? Christopher Dean (GM, Senior Vice President, Communications and Media, Salesforce Industries at Salesforce) discusses the evolution of data unification, including CRM as the canonical record of data and CDP as the action engine on top of it. In conversation, he details combining core Salesforce capabilities with communications and media industry-specific […]
Leveraging a Modern Data Stack: Analytics Tooling for BI Modernization
Almost twenty years ago, a colleague and I used to regularly refer to Excel as the “super tool” because it seemed like more often than not it was at the heart of business processes for companies we worked with. At the time, there were a lot of situations where Excel did as good a job […]
Looking Ahead at 2023 in Business Technology Trends and Salesforce Events
Welcome to 2023! When I was a kid, I imagined what life would be like in the 21st century. Surely I would enjoy flying cars, space tourism, and a robot sibling who wouldn’t steal my Legos. I never imagined smartphones, wireless internet (or internet at all), or chatbots. But here we are. With the new […]