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.
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
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
Is your sales team spending more time on data entry and manual tasks than on what truly matters: building relationships and closing deals? It’s a common problem, and for a long time, the answer has been more automation. But what if there were an evolution of AI that goes far beyond simple automation or generative
Big changes are coming to Salesforce Data Cloud, and it’s not just about pricing. Salesforce is also rolling out significant updates to permission sets to simplify user management and better align with different roles. A new era of data ingestion Salesforce is now offering zero-cost data ingestion for structured data coming from its own internal
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,
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
At Dreamforce last year, I was moderating a panel on guided selling with analytics and AI when an audience member asked how I thought Agentforce would impact analytics solutions. My off-the-cuff response was that in terms of analytics, “the questions remain the same, but now we have another mechanism through which we can deliver those
The energy at Salesforce Connections 2025 in Chicago was undeniable. But beneath the surface of exciting networking among fellow consultants, digital marketers, and AI enthusiasts, a fundamental industry shift was taking place. Connections wasn’t just another conference; it was the formal unveiling of a new paradigm: the agentic era of marketing. The key takeaway is
Tableau Conference 2025 just wrapped up in San Diego. For most attendees, it was full of sessions, meetings, new features, and new concepts. One of the primary themes from Tableau Conference was the new role of analysts and the new product, Tableau Next. Odds are that whether you joined online or in person, the one