Getting Started with Salesforce Service Intelligence

With live chat, virtual assistants, email support, self-service portals, community forums, and more, great customer service looks different than it once did. Providing intuitive, accessible, and personalized support is crucial in every industry today and businesses have to adapt to keep pace with changing expectations. With Salesforce Service Intelligence, customer service teams can tap into

Takeaways from Dreamforce 2023 to Guide You through the Rest of the Year

After you’ve left Moscone (or the Atrium Lounge!) in your sneakers and your Trailblazer hoodie, backpack and swag-filled tote bag in tow, it’s easy to succumb to information overload. The announcements, the live demos, the guided tutorials and masterful roadmapping, the meetings, the goal setting, the coffee, the coffee… It’s a lot to take in.

Want to Understand Deposit Relationships? You Need to Unify Customer Data

Maintaining strong customer relationships is paramount, but meeting evolving and complex customer expectations has become increasingly challenging. In today’s landscape, financial institutions are no longer solely evaluated against their industry peers but rather against the customer experience observed across all facets of an individual’s life. Customers expect their financial services provider to have up-to-date and

Tableau Takeaways from a Recent Salesforce Data Cloud Partner Workshop

I attended the Salesforce Data Cloud Partner Workshop in Washington, D.C. at the end of May and gained more context for how businesses can take advantage of the power of Data Cloud and important requirements for successful implementations. Here are some of my key takeaways and thoughts coming away from the two-day workshop. Salesforce Data

Inside the Salesforce Data Cloud Spring 2023 Release and New Starter Pack

Contributors: Braden Larmon, Rick Arnett, and Patrick Scherder Salesforce Data Cloud is an evolution of Salesforce CDP that more completely connects Salesforce and third-party data. This will enable a true 360-degree view of the customer and personalized engagement at scale — essentially helping you get more out of customer data across multiple Salesforce orgs without