Can Agentforce assist with multi-channel customer interactions?
Most AI bots are disconnected. AgentForce is different: one AI brain that unifies chat, email, SMS, and more—while triggering Salesforce flows and APIs behind the scenes
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What support options are available for Salesforce Revenue Cloud users?
Need help with Salesforce Revenue Cloud? Devin from SOLVD shares the top 3 support options—Salesforce support, help docs + AI, and trusted consulting partners
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How Salesforce FSC Streamlines RIA Client Onboarding & Account Management
For RIAs, onboarding shouldn’t feel like chaos. With Salesforce FSC, you can turn it into a guided, compliant workflow—complete with automated tasks, household structures, and streamlined account management.
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How to use Claude Code efficiently and speed up your workflow
See how Claude Code can design, build, and deploy Salesforce components faster. From PRDs to real-time testing, this tool saves time while keeping you in control.
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How to Map Product Fields to Quote Lines in Salesforce Revenue Cloud
Mapping fields from Product to Quote Line in Revenue Cloud isn’t just twin-fielding anymore. Jared from SOLVD shows how to use context definitions to make values flow the right way.
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How Salesforce FSC Helps RIAs Scale Faster | Onboarding, Planning & Integrations
For RIAs, the power of Salesforce FSC goes beyond accounts. From faster onboarding to multi-generational planning and custodian integrations, Caden Morgan from SOLVD shows how FSC helps firms scale with confidence
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Salesforce Winter ’25 Update: How Maintenance Work Rules Impact FSL
The Winter ’25 Release is retiring maintenance plan frequency fields in Field Service Lightning. In this video, Ben from SOLVD shows how to migrate to Maintenance Work Rules before your work orders stop generating.
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How to Relate Contacts to Multiple Accounts in Salesforce
Need to track contacts across multiple accounts without duplicates? In this video, Brendan from SOLVD shows how to enable and use Salesforce’s Contacts to Multiple Accounts feature to manage real-world relationships.
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How RIAs Can Use Salesforce FSC Referral Tracking to Win More Business
Referrals drive growth—but too often get lost. With Salesforce FSC, you can track, score, and convert referrals with built-in tools that turn word-of-mouth into measurable business growth.
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Salesforce: How to setup Approval Flow Orchestration
Classic approvals are too rigid for today’s business needs. With Flow-Based Advanced Approvals, you can build multi-stage, multi-user workflows in Salesforce that are dynamic, auditable, and flexible.
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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.
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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.
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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.
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Gemini vs ChatGPT
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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Key Salesforce FSC Features Every RIA Should Leverage
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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What is the Advanced Configurator in Revenue Cloud and How Does it Work
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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Can I renew Assets into an existing renewal Opportunity, instead of creating a new one
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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How to troubleshoot CPQ Performance Issues (Apex CPU and Heap Size)
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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How can I manage API requests in my Salesforce org
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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ChatGPT 5: How is it better, what does it do
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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How to use historical data (data already in Salesforce) to test compensation changes
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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How to Hide Attribute Values in the Advanced Configurator
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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