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AI Canvas tools, Gemini vs ChatGPT, SOLVD, Salesforce automation with AI, ChatGPT Canvas tutorial, Gemini Canvas Google Docs integration, business automation with AI, AI productivity tools, ChatGPT vs Gemini comparison, AI tools for business
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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If you're an RIA trying to get the most out of Salesforce Financial Services Cloud, this is a must-watch. Learn how to leverage tools like Client 360, relationship maps, and Einstein AI to create a better, more compliant client experience. Discover how FSC helps you scale your firm with less manual work and more insight.
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Configuring products in Salesforce Revenue Cloud just got a major upgrade. Learn how the Advanced Configurator replaces outdated product rules with fast, scalable, and intelligent constraint-based logic. If you want to simplify your quoting process and boost performance, this is the video to watch.
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Managing changes to subscriptions shouldn't be painful. Learn how Salesforce Revenue Cloud's Amend, Renew, and Cancel Flow can automate and simplify asset lifecycle management. Discover how to unlock its true potential with smart customization tips from SOLVD.cloud.
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Tired of CPQ performance issues slowing down your sales process? In this video, we break down exactly how to troubleshoot and fix common Apex CPU and heap size errors using debug logs and A/B testing. Discover practical steps you can apply right now to make your Salesforce org faster and more efficient.
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What if you could test your sales compensation plan before rolling it out? With Spiff and your Salesforce data, you can simulate new plans risk-free—forecasting cost, fairness, and motivation. In this quick walkthrough, you’ll see how SOLVD helps companies like yours use historical data to make smarter, confident decisions.
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GPT-5 promised major improvements — but users weren’t impressed. From reduced creativity to an overly rigid tone, many felt it was a step back from GPT-4. Watch this deep dive to learn what really changed and whether GPT-5 is worth the upgrade.
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What if you could test your sales compensation plan before rolling it out? With Spiff and your Salesforce data, you can simulate new plans risk-free—forecasting cost, fairness, and motivation. In this quick walkthrough, you’ll see how SOLVD helps companies like yours use historical data to make smarter, confident decisions.
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Tired of hard-coding every product configuration rule in Salesforce? Learn how to dynamically hide options using the Advanced Configurator and boost your efficiency with AI-generated CML code. Watch now to streamline your quoting process in Revenue Cloud.
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Tired of rebuilding the same task lists for every client or project? Action Plans in Salesforce let you automate recurring processes with precision. Learn how to use templates, dependencies, and assignments to save time and boost consistency—straight from the experts at SOLVD.cloud.
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Want to simplify complex product configuration in Salesforce Revenue Cloud? Learn how to build constraint models the easy way using the Advanced Configurator. This no-code approach lets you guide selling behavior and enforce logic visually—perfect for fast-moving SaaS sales teams.
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Tired of rebuilding the same quote structure over and over? Salesforce Revenue Cloud now lets you clone individual line items or entire groups with just one click. In this short demo, we show you how to enable and use this time-saving feature to supercharge your sales process.
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Tired of your SDR Agent waiting an hour to reply? There's a new fix—and it might just change your sales game. Learn how to enable immediate responses and boost your success with AI-powered sales outreach.
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Want to handle mid-cycle subscription changes without headaches? Learn how Early Start Renewals in Salesforce Revenue Cloud can boost flexibility, simplify billing, and unlock new revenue — all while keeping customers happy. Watch how it's done.
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MuleSoft billing surprises? Learn how to avoid them with smart architecture strategies. From reducing flow and message count to streamlining data throughput and vCore usage, this video walks you through real-world tactics to keep costs in check and performance high. Let SOLVD.cloud help you get more from your MuleSoft investment.
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Think you need to code to automate your business? Think again. Salesforce and other platforms now empower non-technical users to create powerful automations using drag-and-drop tools. Discover how SOLVD helps companies like yours save time and boost efficiency—without writing a single line of code.
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Struggling to manage product pricing manually? Discover how Revenue Cloud lets you automate pricing using cost-plus models, right within Salesforce. In this demo, we’ll show you how product cost, markup, and smart flows can transform your quoting process from clunky to streamlined. Don’t miss it—future-proof your revenue ops today.
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Wondering if free AI tools are enough—or if it's time to pay for better results? In this quick breakdown, we explain when to go premium, when to save money, and how to get the best of both worlds. Watch now to make smarter choices and get the most from your AI investment.
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Struggling to track your sales quota in real time? In this video, we show how Salesforce and SPIFF are making it easier than ever for AEs to view commission progress, deal impact, and earnings—all within a few clicks. Learn how this integration can revolutionize your sales team’s performance.
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Ready to leverage AI in Salesforce without building from scratch? Agentforce’s prebuilt templates let you deploy powerful, trusted automation—fast. Watch this quick guide to discover how you can launch AI agents that actually understand your data, processes, and goals.
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Running into errors while setting up the Advanced Configurator in Revenue Cloud? You’re not alone—and this video breaks it all down so you can move forward with confidence. Learn the exact steps to enable permissions, fix config errors, and fully unlock constraint modeling in Salesforce.
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Adding new products to a Salesforce CPQ bundle doesn’t have to be confusing. In this video, we walk you through features, product options, and best practices for customizing your bundle logic. Whether you're streamlining configuration or scaling your quoting process, this is a must-watch.
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