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How should I be using AI for Research
AI isn’t replacing researchers—it’s empowering them. Learn how tools like Perplexity and ChatGPT can cut research time in half, identify patterns you’d miss, and turn data into clear insights. Watch now and discover how to make AI your most valuable research assistant.
Why does AI sometimes give me inaccurate information
AI tools are powerful, but they’re not flawless. This short explainer uncovers why AI can give misleading or outdated answers—especially in Salesforce. Learn how to avoid these pitfalls and make AI work smarter for your business.
How should I choose which AI model to use for a particular task
With so many AI models out there, how do you choose the right one for your task? In this video, we simplify your decision by showing you how to match AI tools to task complexity and type—whether you're solving complex problems or drafting quick emails. Learn how to leverage models like GPT-4, Gemini, and Perplexity to boost productivity and accuracy in your work.
How Salesforce FSC Helps RIAs Stay Ahead of Regulatory Changes
Tired of scrambling when regulations change? Discover how Salesforce FSC helps RIAs stay a step ahead with automated workflows, real-time dashboards, and audit-ready documentation. Learn how leading firms are turning compliance into a competitive advantage.
How can you sum values from quote line items onto a group in Revenue Cloud
Want cleaner quotes with clear subtotals for each product group? Learn how to sum values from quote line items by category in Salesforce Revenue Cloud. Automate grouping and rollup totals to simplify and enhance your sales process.
How do you default an attribute value on the configuration screen in Revenue Cloud
Struggling to manage product configurations in Revenue Cloud? Learn how to automatically set default attribute values across your products, classifications, and bundles. These smart defaults make configuration smoother and help your sales team move faster with fewer errors.
How do I integrate Financial Accounts into Salesforce Financial Services Cloud
If you're an RIA struggling with manual updates and limited visibility into client investments, this is for you. Discover how integrating financial accounts into Salesforce FSC can deliver real-time insights, improved reporting, and smoother client services. Learn best practices and available options for syncing custodian data directly into Salesforce.
Jetstream: how to export object metadata
Need to export Salesforce object metadata without the headache? In this video, discover how JetStream makes it simple to download everything from API names to picklist values in minutes. Save time, reduce errors, and streamline your next integration or migration project.
How do I track annual reviews in Salesforce FSC
Keeping track of annual client reviews doesn’t have to be overwhelming. Learn how to use Action Plans, Interaction Summaries, and Flow automation in Salesforce FSC to streamline the process and never miss another key touchpoint. Watch now and elevate your client experience!
Using Audiences In Experience Cloud to tailor sites to your customers
Want to deliver a more personalized Experience Cloud portal? Discover how SOLVD helps you show users exactly what they need—nothing more, nothing less. Learn to segment content by audience and streamline user navigation with simple, smart configurations.
Do I need to be able to code to build with AI assisted coding
Curious if you need to code to work with AI-assisted tools? The short answer: not necessarily. Watch how even beginners can use plain language to generate functioning applications—and learn why understanding a few coding basics can take your AI skills further.
How does Agentforce support remote teams
Working remote doesn’t mean working alone. With Agentforce, remote teams get an AI-powered teammate that supports communication, automates tasks, and keeps everyone aligned—right from the cloud. Watch how SOLVD helps businesses collaborate smarter, wherever they are.
