Explore What's Trending Today
Latest Salesforce + AI news
How to Map Product Fields to Quote Lines in Salesforce Revenue Cloud
Mapping fields from Product to Quote Line in Revenue Cloud isn’t just twin-fielding anymore. Jared from SOLVD shows how to use context definitions to make values flow the right way.
How Salesforce FSC Helps RIAs Scale Faster | Onboarding, Planning & Integrations
For RIAs, the power of Salesforce FSC goes beyond accounts. From faster onboarding to multi-generational planning and custodian integrations, Caden Morgan from SOLVD shows how FSC helps firms scale with confidence
Salesforce Winter ’25 Update: How Maintenance Work Rules Impact FSL
The Winter ’25 Release is retiring maintenance plan frequency fields in Field Service Lightning. In this video, Ben from SOLVD shows how to migrate to Maintenance Work Rules before your work orders stop generating.
How to Relate Contacts to Multiple Accounts in Salesforce
Need to track contacts across multiple accounts without duplicates? In this video, Brendan from SOLVD shows how to enable and use Salesforce’s Contacts to Multiple Accounts feature to manage real-world relationships.
How RIAs Can Use Salesforce FSC Referral Tracking to Win More Business
Referrals drive growth—but too often get lost. With Salesforce FSC, you can track, score, and convert referrals with built-in tools that turn word-of-mouth into measurable business growth.
Salesforce: How to setup Approval Flow Orchestration
Classic approvals are too rigid for today’s business needs. With Flow-Based Advanced Approvals, you can build multi-stage, multi-user workflows in Salesforce that are dynamic, auditable, and flexible.
How to Share Individual Reports with Experience Cloud Users in Salesforce
Need to share a single Salesforce report with an Experience user—without exposing the full Reports tab? In this video, SOLVD shows you how to do it with smart setup and sharing.
How can RIAs use Salesforce FSC to build stronger client relationships
What reports matter most for RIAs in Salesforce FSC? In this video, David from SOLVD breaks down two essentials: client segmentation and client engagement/activity—giving firms the insights they need to deliver better service and stay on top of client relationships.
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
AI Canvas tools, Gemini vs ChatGPT, SOLVD, Salesforce automation with AI, ChatGPT Canvas tutorial, Gemini Canvas Google Docs integration, business automation with AI, AI productivity tools, ChatGPT vs Gemini comparison, AI tools for business
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.
