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What KPIs should RIAs measure within Salesforce FSC to track business growth
Most RIAs only track revenue and AUM, but that’s not enough to fuel growth. Learn which KPIs in Salesforce FSC give you a forward-looking view of your business—from lead conversion rates to wallet share. Discover the metrics that truly matter with expert insights from SOLVD.
How does Agentforce manage concurrent interactions or tasks
Ever wonder how AI can juggle multiple tasks at the same time? Discover how Agentforce uses intelligent automation and Salesforce’s native scalability to streamline operations and enhance customer service. It’s not just about multitasking—it’s about doing it smarter, faster, and more efficiently.
Q&A with our expert in Automation
Thinking about diving into AI or automation, but not sure where to begin? Hear directly from SOLVD’s automation expert as he unpacks the difference between workflows and agents, shares free learning resources, and explains how to start implementing AI without a massive budget. This Q&A is perfect for professionals looking to pivot or modernize their operations.
The Fastest Way to Set Salesforce Object and Field Permissions using Jetstream
Tired of clicking through endless profiles and fields in Salesforce? Discover how Jetstream can cut your admin time in half with bulk updates to object and field permissions. Watch as SOLVD’s expert shows you how to work smarter, not harder.
How to manage the quoting experience in Revenue Cloud
Clunky quoting slowing you down? Discover how to give your sales team a cleaner, faster, and more effective quoting experience in Revenue Cloud. Watch as we break down how to customize your quote layout and summaries for better productivity.
Backlog Black Hole SOLVD! AI Automation for Project Clarity
Tired of project updates slipping through the cracks? Discover how SOLVD built a custom AI tool that transcribes meetings, summarizes tasks, and alerts managers to risks—automatically. It’s the end of the backlog black hole.
How should I be using AI for Content Creation
Feeling stuck staring at a blank screen? Learn how to turn AI into your ultimate brainstorming, scripting, and editing assistant—so you can produce more content in less time, without sacrificing creativity. Watch how Ella from SOLVD.cloud shows you exactly how it’s done.
How does AI work
Ever wonder how AI like ChatGPT actually works? It’s not magic—it’s matrix math and well-crafted prompts. Discover the essentials of LLMs, contextual inputs, and why good questions lead to better answers.
How can I edit a product’s list price in Revenue Cloud
Need to update product pricing in Salesforce Revenue Cloud but not sure where to start? This walkthrough shows you how to manage price book entries and decision tables, ensuring your quotes always reflect the right pricing. Stay on top of pricing changes and keep your quoting process smooth with these easy-to-follow steps.
How can I report on Opportunity Stage duration
Struggling to track how long deals sit in each stage? Discover how to leverage Salesforce's built-in Opportunity History reports to surface stage durations—no custom fields or flows required. This quick walkthrough shows you exactly how to uncover sales delays and optimize your process.
What does it mean to use bottom-up adoption in my company for AI
AI adoption doesn’t have to start at the top. Bottom-up strategies empower employees to experiment, automate, and improve their workflows in real time—unlocking innovation from the inside out. Learn how to roll out AI tools safely, efficiently, and with immediate ROI.
What are the risks associated with AI assisted coding
AI-assisted coding speeds up development—but at what cost? This video breaks down the risks of depending on AI tools, from hidden bugs to skill erosion. Learn how to strike the right balance between automation and human oversight.
