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How can RIAs leverage Salesforce FSC to improve client onboarding processes
Is your onboarding process a tangled mess of emails, spreadsheets, and manual tracking? Discover how FSC helps RIAs streamline every step—from intake to funding—with automation and visibility. See what modern onboarding really looks like.
AI Models: Maximizing Performance, Minimizing Cost
Choosing the right AI model doesn’t have to be overwhelming—or expensive. Learn how to evaluate performance, costs, and real-world applications of today’s top AI models in this strategic breakdown from SOLVD. Whether you're exploring GPT-4o Mini or Mistral, this guide helps you make smarter AI choices.
What kinds of tasks are AI Agents well suited for
Curious if AI agents are worth the hype? From streamlining customer support to automating complex workflows, Agentforce is changing how businesses operate. Watch now to explore the real-world benefits and why SOLVD recommends starting your AI journey today.
Salesforce Revenue Cloud APIs: A Deep Dive
What are Revenue Cloud APIs, and why should your business care? From real-time pricing to partner enablement and usage-based billing, this video shows how these APIs unlock automation and scale across your revenue operations. Watch now to see how you can drive efficiency and innovation using Salesforce.
Enhancing Solution Design with AI-Driven Deep Research Tools
Want to cut your solution design time in half? AI deep research tools act like an instant expert researcher—surfacing insights, pitfalls, and examples so you can move from idea to execution faster. This video shows how to combine AI efficiency with human creativity for smarter business outcomes.
What features in FSC’s client portals are particularly beneficial for RIAs?
RIAs need more than a generic CRM. Salesforce FSC portals deliver the tailored tools your firm needs to boost transparency, enhance client trust, and simplify reporting. See what sets FSC apart—and how SOLVD can help you make it happen.
How can Salesforce Revenue Cloud integrate with existing Salesforce products
Are you still wrestling with CPQ integrations that just don’t scale? Discover how Revenue Cloud Advanced unlocks seamless connectivity with Salesforce’s entire ecosystem—including Agentforce and OmniStudio. See why forward-thinking teams are making the switch now.
How does Agentforce handle case notes and summaries
Tired of wasting time digging through long case histories? Agentforce uses AI to summarize interactions, assist with notes, and keep agents focused on what matters—helping customers. Discover how this feature transforms productivity and customer support quality inside Salesforce Service Cloud.
Can Salesforce Revenue Cloud be extended using Salesforce Flows
Yes, you can supercharge Revenue Cloud with Salesforce Flows—and it’s easier than you think. In this video, we explain how flows reduce manual effort, automate pricing logic, and make contract management smarter. If you’re ready to streamline your operations, this is a must-watch.
How does Agentforce handle customer feedback and sentiment analysis
Are you guessing how your customers feel? Learn how Agentforce uses AI to capture feedback and analyze sentiment, helping you act faster and smarter. Watch to see how SOLVD helps you turn feedback into a powerful tool for growth!
Setup Agentforce to Help with Forecasting
Agentforce can help your team understand and manage sales forecasts—but how do you set it up? In this video, Ben from SOLVD walks through enabling forecasts in Salesforce and adding the Forecast Revenue topic to your agent. Watch now to learn how to turn Agentforce into your forecasting assistant.
Can I report on Einstein Activity Capture activities in standard reports
Exciting news for Salesforce users! With the Spring 2024 release, you can now report on activities captured by Einstein Activity Capture in standard Salesforce reports. Watch as SOLVD consultant Brendan Lowe shows you how to unlock and configure this powerful feature!
