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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
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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.
