February 9, 2025

How to Set Up Salesforce Record Types the Right Way (Step-by-Step)

Record Types should simplify your Salesforce processes — not make your org harder to maintain. This step-by-step guide shows how to set them up correctly and what to audit before going live.

Can RIAs customize client communications using FSC for personalized interactions?

True personalization in Salesforce FSC isn’t about better email tools—it’s about using household data, goals, milestones, and interaction history to make every client feel seen.

Spiff Part 7: Working with Quota Tables

Quota tables let you store rep targets once—and use them everywhere in your commission logic. In this video, we show how Spiff turns quotas into powerful, dynamic commission accelerators

Unlocking 20 Hours a Week with Salesforce Automation | Client Success Story

This client was stuck with a broken Salesforce system, zero commission visibility, and 20 hours of manual work every week—until a fully automated AI solution changed everything.

2 easy ways to save time in Salesforce Flow Builder utilizing AI

Building and reviewing Salesforce Flows doesn’t have to be slow. These 2 built-in AI features help admins generate Flows faster—and understand existing automation in seconds.

Can I trigger Salesforce Flows when a file is uploaded?

For the first time ever, Salesforce Flows can trigger the moment a file is uploaded. Winter ’26 removes the need for Apex and unlocks powerful document-driven automation.

The Agentic Enterprise: MuleSoft’s New Role in Winter ’26

Agentforce is the brain—but MuleSoft is the nervous system. Winter ’26 turns APIs into agent skills and closes the execution gap that makes AI enterprise-ready.

Can Agentforce Suggest Process Improvements?

Agentforce doesn’t just automate—it observes how work actually happens, identifies friction, and suggests smarter processes. The real magic happens when AI insights are paired with human expertise.

Why Your Salesforce Dashboards Are Failing (And How to Fix Them)

If your Salesforce dashboard can’t be understood in 5 seconds, it’s failing. This video shows how to turn cluttered dashboards into clear, decision-driving tools.

How Can Salesforce Reporting Snapshots Unlock Reporting?

Salesforce reports only show right now. Reporting Snapshots turn them into a time machine, capturing historical data automatically so you can analyze real trends—not guess after the fact.

How to Configure, Price, and Quote in Salesforce CPQ

Sales reps waste too much time fixing prices and rebuilding quotes. This walkthrough shows how Salesforce CPQ automates bundling, pricing, and quote generation—so deals close faster with fewer errors.

Salesforce Flow Basics: The 4 Core Elements Every Admin Must Know

Workflow Rules and Process Builder are gone. This video breaks down the 4 core Salesforce Flow elements every admin must know to automate smarter—without writing code.

What Compliance Tools within FSC are Most Beneficial for RIAs?

Still scrambling for audit documentation? These 3 FSC compliance tools turn Salesforce from a basic CRM into a true compliance engine—without adding manual work for advisors.

What KPIs should I track after implementing Salesforce Revenue Cloud?

The best Revenue Cloud orgs don’t track more KPIs—they track the right ones. This video breaks down exactly which metrics matter based on your CPQ, billing, or subscription model.

How to Migrate Salesforce Workflows the Right Way

Don’t migrate Salesforce workflows one-to-one. Delete what’s dead, consolidate what’s duplicated, and then migrate—this strategy can cut your Flow project by up to 40%.

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