December 27, 2024

How should RIAs structure client data within FSC for optimal use

RIAs often struggle with scattered client data—but Salesforce FSC can fix that if structured right. In this video, Caden from SOLVD shows how to use person accounts, households, goals, and action plans to create a powerful Client 360 view.

Gemini vs ChatGPT

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What is enhanced Omni-channel

Standard Omnichannel is going away in Summer ‘26—are you ready? In this video, Brendan from SOLVD explains Enhanced Omnichannel, its new features, and how to prepare your team for a smooth migration.

How RIAs Can Boost Advisor Engagement & Adoption in Salesforce FSC

Advisors won’t adopt Salesforce unless it helps them serve clients better. In this video, Caden from SOLVD reveals five strategies RIAs can use to boost advisor engagement in FSC—from Client 360 and automation to integrations and mobile access.

How to use AI to code effectively

Tired of repetitive coding tasks? Learn how to use AI as a smart assistant to write code, create tests, and speed up development — all while keeping quality and security in check. Discover how SOLVD.cloud helps developers work faster and smarter in the age of automation.

How can I use cases to manage on-going client services in Salesforce FSC

Most service tools aren’t designed for the complexity of financial services. In this video, we show how Salesforce FSC turns the case object into a powerful hub for managing ongoing client needs. From action plans to automation, learn how to boost consistency, compliance, and client satisfaction.

How can we use an n8n AI workflow to process documents faster

Is your team bogged down by manual commission processing, invoice reviews, or loan application workflows? Learn how SOLVD.cloud uses n8n and OpenAI to automate document processing and eliminate inefficiencies.

Mulesoft IDP Usage and best practices

Still relying on manual document entry? MuleSoft’s Intelligent Document Processing (IDP) uses AI to transform unstructured files like PDFs into usable data across your systems. Watch to learn how SOLVD helps you automate smarter, streamline workflows, and eliminate bottlenecks using Salesforce and MuleSoft.

What is Generative Canvas for Lightning

What if a single AI prompt could build your perfect Salesforce dashboard? Discover how Generative Canvas for Lightning helps sales teams and executives instantly visualize insights, streamline collaboration, and stay ahead of the competition. Watch to see how this no-code tool transforms the way your business uses Salesforce.

How can my business use AI privately

Think AI tools are too risky for sensitive business data? Think again. Learn how to use AI safely with enterprise-grade platforms, secure cloud environments, and on-premise setups — and discover a powerful technique called RAG to keep your data protected while maximizing AI’s potential.

Key Salesforce FSC Features Every RIA Should Leverage

If you're an RIA trying to get the most out of Salesforce Financial Services Cloud, this is a must-watch. Learn how to leverage tools like Client 360, relationship maps, and Einstein AI to create a better, more compliant client experience. Discover how FSC helps you scale your firm with less manual work and more insight.

What is the Advanced Configurator in Revenue Cloud and How Does it Work

Configuring products in Salesforce Revenue Cloud just got a major upgrade. Learn how the Advanced Configurator replaces outdated product rules with fast, scalable, and intelligent constraint-based logic. If you want to simplify your quoting process and boost performance, this is the video to watch.

Can I renew Assets into an existing renewal Opportunity, instead of creating a new one

Managing changes to subscriptions shouldn't be painful. Learn how Salesforce Revenue Cloud's Amend, Renew, and Cancel Flow can automate and simplify asset lifecycle management. Discover how to unlock its true potential with smart customization tips from SOLVD.cloud.

How to troubleshoot CPQ Performance Issues (Apex CPU and Heap Size)

Tired of CPQ performance issues slowing down your sales process? In this video, we break down exactly how to troubleshoot and fix common Apex CPU and heap size errors using debug logs and A/B testing. Discover practical steps you can apply right now to make your Salesforce org faster and more efficient.

How can I manage API requests in my Salesforce org

What if you could test your sales compensation plan before rolling it out? With Spiff and your Salesforce data, you can simulate new plans risk-free—forecasting cost, fairness, and motivation. In this quick walkthrough, you’ll see how SOLVD helps companies like yours use historical data to make smarter, confident decisions.

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