The financial services industry is evolving. And AI is at the forefront of this transformation. Leading the way in this transformation is the Salesforce AI-powered CRM. Salesforce is redefining how institutions interact with clients, manage risks, and streamline operations. With AI-driven analytics, financial advisors can go beyond tracking customer behavior – they can predict it.… Read More »
We’re excited to unveil a powerful new addition to the GUMU™ integration Real-Time AR Aging crafted to deliver live, accurate financial insights right within Salesforce. This enhancement adds real-time visibility to the ERP Addresses and Fields tab on the Account object by pulling aging data directly from the AR_Customer entity in Sage 100. How to… Read More »
Choosing the right Salesforce edition for your business can be challenging. With multiple features, AI-powered automation, and different pricing, how do you decide between Salesforce Enterprise Edition and Salesforce Unlimited Edition? To help you make an informed choice, let’s compare Salesforce editions. Salesforce Edition Comparison: Key Differences 1️. Features & AI-Powered Insights Salesforce Unlimited Edition… Read More »
Accurate and well-structured address data is crucial for businesses leveraging Salesforce to manage customer information. However, addresses are often stored in multiple fields such as Address Line 1, Address Line 2, and Address Line 3 making it challenging to display, export, or integrate this information effectively. Whether you’re generating reports, syncing data with external systems,… Read More »
In this Blog, we are going to discuss “Automating Customer Service with Salesforce Agentforce AI”. Agentforce lets users interact with Salesforce using natural language. Powered by generative AI and the Atlas Reasoning Engine. Additionally, Agentforce can take user input to summarize data, update fields, and create emails or knowledge articles. It’s a step toward AI-driven… Read More »
Sage 100 users often encounter integration challenges that can hinder business operations. Common issues include SData integration errors, UDF (User Defined Fields) failures, and tax-related import issues. These problems can disrupt data synchronization between Sage 100 and Salesforce. This blog provides step-by-step solutions to effectively troubleshoot and resolve these integration challenges, ensuring smooth and error-free… Read More »
Introduction Salesforce provides various features to enhance collaboration among team members. One such feature is the Account Team, which allows multiple users to work together on a single account by defining roles and access levels. The Account Team Member object plays a crucial role in this functionality by enabling administrators and users to assign different… Read More »
Business management is a complicated process, especially regarding selling and roles involving various data management functions. Nevertheless, generating immediate responses proportional to frequently changing real estate data is demanding. The repercussion of such instances causes poor hold of the overall market insights and hereby contributes to indecisive downfall for strategic predictions of the real estate… Read More »
Are you doing everything possible to streamline your processes? But wait—are your business systems integrated with Salesforce? While it may seem like an additional investment, integrating Salesforce with your ERP is the key to supercharging your business process, ultimately leading to growth. It streamlines workflows, ensuring they seamlessly flow into one another, eliminating gaps in… Read More »
If you’ve ever worked with Salesforce-managed packages, you know how challenging it can be to create unique identifiers for your records. Auto-numbering custom fields might seem like the perfect solution, but Salesforce’s native feature has limitations when applied to managed packages. In this blog, we’ll explore the challenges of auto-numbering in Salesforce and introduce you… Read More »
