Winter may still be weeks away, but the Salesforce Winter ’26 Release has already arrived—and it’s packed with updates that will keep your Salesforce org warm and ready all season long. From Unified Test Execution to Trusted Mode for Lightning Web Components, these ...
For a specialty chemicals company with nearly two decades of worldwide operations and nineteen manufacturing and trading entities, growth brought both opportunity and complexity. As the business expanded, Salesforce became a critical platform for managing customer data and ...
When you spend your days inside Salesforce, the right tools can feel like secret superpowers. Forget the “official” product sheets — what matters most are the little extensions, websites, and shortcuts consultants actually rely on in the trenches. Our team recently compared ...
December 31, 2025. That’s when Salesforce officially ends support for Workflow Rules and Process Builder. No more updates. No more fixes. No more “we’ll patch it in the next release.” Technically, your old automations might still function after that date… but let’s be ...
For nearly 60 years, this licensed insurance agency has been a leader in the low-cost auto insurance market. Through its subsidiaries and predecessors, it has provided automobile insurance across many states, helping customers protect what matters most. With a deep history ...
For a leading technology services provider with a distributed team across the U.S., empowering clients through strategic tech enablement starts with ensuring internal alignment. As their business grew, so did the need for a better connection between their sales and ...
For a values-driven insurance company that champions dreams and opportunities, giving back isn’t just a priority—it’s part of the brand. With a mission to inspire, protect, and restore dreams, this organization backs its words with action, investing in communities, ...
Why Agentforce AI Use Cases Matter Let’s face it — AI sounds cool, but everyone wants to know one thing: “What can it actually do for me?” With Agentforce, the answer is: a lot. Whether you're supporting a sales team, leading a service desk, or running marketing ops, ...
Messaging for In-App and Web (MIAW) is a powerful new Salesforce product with many moving parts and setup dependencies across the platform. While Salesforce documentation provides the basics, this step-by-step guide offers key tips, configuration insights, and routing ...
Summer is heating up—and so is your Salesforce potential. The Salesforce Summer ’25 Release has arrived, bringing a wave of fresh features designed to boost productivity, sharpen insights, and keep your Salesforce instance running at peak performance. We’ve combed through ...
A leading national Network Services Company, known for designing, expanding, and maintaining critical telecom infrastructure, set out to build a modern, scalable sales foundation. With deep industry expertise across Wireline and Wireless Telecom, they knew success required ...
👋 Meet Agentforce: AI That Works With You If you’ve ever dreamed of a digital coworker to handle repetitive Salesforce tasks, Agentforce is it. It’s Salesforce’s next-gen AI framework that enables autonomous AI agents to take action across your CRM—all while you remain in ...
Delivering exceptional service is a top priority for financial institutions, especially in a member-owned model. For one national provider supporting community banks and credit unions across the U.S., outdated support channels were making it difficult to respond quickly and ...
A leading wealth management firm has spent decades helping private clients and institutions achieve their long-term financial goals. With a focus on lifetime asset management, they offer customized portfolio management services, including pension, corporate, and foundation ...
Spring is a time for growth, renewal, and fresh ideas—and the Salesforce Spring ’25 Release delivers all that and more! This season’s updates are designed to invigorate your Salesforce org, making it easier to work smarter and prepare for the months ahead. From Agentforce ...
