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Can Agentforce flag potential customer churn
Customer churn can sneak up on you—but it doesn’t have to. Agentforce uses AI to spot early warning signs and recommend smart ways to retain your customers before they walk away. Watch to see how proactive automation can keep your business thriving.
What’s the best way for RIAs to personalize FSC dashboards for optimal client visibility
Personalized dashboards are the secret weapon for RIAs to boost client engagement and deliver deeper insights. Learn how Salesforce Financial Services Cloud can help you tailor dashboards for better efficiency, proactive advice, and stronger client relationships. Watch now to start optimizing your client visibility!
What is Salesforce Foundations
Salesforce Foundations is a free upgrade that unlocks powerful tools like Agentforce and Data Cloud—all within your existing Salesforce instance. In this video, we walk you through what it is, how to activate it, and why it's a must-have for teams looking to explore AI features without heavy setup. Watch now to learn how to make the most of this free offering.
Can Agentforce learn new processes
Agentforce isn’t just a chatbot—it’s a dynamic AI assistant that can learn new processes and adapt to your unique business workflows. By leveraging Salesforce Flows and Apex, you can expand its capabilities to automate tasks, manage records, and optimize efficiency. Curious about how to customize Agentforce for your team? Watch this video to find out!
How to Map fields from the Product to the Quote line in Revenue Cloud
Mapping fields in Salesforce Revenue Cloud isn't as simple as using "Twin Field" functionality in CPQ, but it provides more flexibility. Learn how to properly set up and automate data mapping from Product to Quote Line, reducing manual work and improving efficiency. Watch now and simplify your Revenue Cloud process!
How can Agentforce make financial customer service easier
Managing financial customer service can be overwhelming, but Agentforce simplifies it with AI-powered automation and 24/7 support. Imagine responding to customer inquiries instantly, pulling relevant knowledge base articles, and drafting emails with a single click! Watch now to see how Agentforce transforms financial service operations, making customer interactions smoother and more efficient.
How does Revenue Cloud automate quote-to-cash processes
Struggling with manual billing, subscription renewals, or asset tracking? Learn how Salesforce Revenue Cloud automates the entire quote-to-cash process—from order capture to revenue recognition—so you can increase efficiency, reduce errors, and scale with confidence.
Use Agentforce Service Assistant to 2x your customer service team’s productivity
Struggling to keep up with customer service demands? Agentforce Service Assistant streamlines case resolution with real-time AI-driven insights, allowing your team to work smarter, not harder. Watch to see how this tool can 2X your service team’s productivity and enhance customer satisfaction!
How to set up Bundle Based Price Adjustments in Revenue Cloud
Want to sell more with less effort? Learn how bundle-based pricing can drive higher sales volume and streamline your quoting process. This demo walks you through setup in Revenue Cloud so you can start creating compelling product bundles today.
Bottom-up Adoption Strategy
Want to start using AI in your business without the hassle of a massive implementation project? The Bottom-Up AI Adoption Strategy focuses on empowering employees to leverage AI for instant efficiency while aligning with larger company goals. Discover how to roll out AI tools quickly, safely, and effectively—watch now to learn more!
Salesforce Messaging: What’s the Right Flow?
Curious if you can send chats from Agentforce back to a bot? This video shows what really happens when you try to reverse the routing flow—and why Salesforce doesn’t recommend it. Get a live demo and learn best practices for setting up Live Message handoffs the right way.
How does Agentforce integrate with third-party support tools
Struggling to connect AgentForce with your existing support tools? Learn how Salesforce’s APIs and MuleSoft integrations make it easy to streamline workflows, reduce data duplication, and maximize efficiency—all without overhauling your current systems. Watch now to see how SOLVD can help you build a seamless, AI-powered support experience!
