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What if your customer support team could be faster, smarter, and more empathetic—without burning out? Learn how AI is helping businesses like yours streamline service, reduce response times, and deliver a better experience. See what tools to use and how to start integrating them today.
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Want to go from weeks of research to minutes of insights? In this video, we break down how AI-powered Deep Research tools like ChatGPT and Gemini can give your business a strategic edge. Learn how to analyze competitors, uncover market trends, and make faster decisions—powered by AI.
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AI agents are powerful tools—but they’re not without pitfalls. From hallucinations and data bias to privacy risks and ethical dilemmas, understanding the risks is key to unlocking the benefits. Watch this video to learn how to adopt AI safely and smartly in your business.
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Struggling with rigid pricing in your Salesforce org? Learn how ramp deals in Revenue Cloud unlock powerful, flexible subscription models tailored to your customers’ needs. Dive in to discover how to enable, configure, and apply ramp deals to supercharge your revenue operations.
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Wondering how to offer free trials in Salesforce? This video shows you exactly how to configure flexible, scalable trial periods in Revenue Cloud using ramp deals and product segments. If you're ready to turn interest into conversions, this is a must-watch!
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Managing client relationships in financial services requires more than just notes. Salesforce FSC’s Interactions and Interaction Summaries help you capture structured, compliant, and easily searchable records. Discover how to streamline engagement, meet regulatory demands, and empower your teams—watch now.
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AI Agents aren’t just another automation tool—they’re your 24/7 digital workforce. From responding instantly to customer inquiries to flagging sentiment in support cases or detecting trends in sales data, they do more than notify—they act. Learn how SOLVD.cloud helps businesses automate smarter and grow faster with AI.
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Sending files to multiple FTP or SFTP servers can be a nightmare—unless you automate it. In this video, we show you how to build a dynamic MuleSoft flow that passes credentials on the fly. No more redundant configs—just fast, scalable automation.
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AI agents are game-changers—but they’re not always the right fit. In this quick guide, we unpack when using AI agents can add complexity, risk, or cost instead of value. If you’ve ever been told “just use an agent,” this one’s for you.
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Setting up a Salesforce SDR Agent sounds simple—until hidden quirks trip you up. In this video, we share the must-know setup tips to help your agent send emails, receive responses, and function flawlessly from day one. Learn how to avoid errors and unlock powerful automation fast.
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Confused about which AI tool to use—ChatGPT, Gemini, or Perplexity? This video unpacks their unique strengths, from creative content generation to deep-dive, cited research. Watch now to find the best fit for your business needs.
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Tired of managing commissions in spreadsheets? Learn how SPIFF automates incentive plans, integrates with Salesforce, and empowers your sales team with transparency and trust. In just a few minutes, you’ll see how easy it is to create plans and assign users to drive performance across your org.
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AI isn’t just here to write basic scripts—it can be your most powerful coding partner. Discover how to use AI to brainstorm, document, debug, and learn as you go. These tips will transform how you write and think about code in 2025.
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AI Deep Research agents promise powerful insights—but they can come with hidden risks. Learn the top 3 concerns that could impact your business and how to navigate them with confidence. Watch this breakdown to use AI effectively—and responsibly.
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Households in Salesforce FSC are more than just a grouping—they're a powerful way to visualize and manage your clients' full financial picture. In this video, we show you how to automate rollups, customize roles, and streamline household creation to get the most from your CRM. Don’t miss these FSC power tips!
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Are your pricing strategies stuck in the past? Learn how attribute-based pricing in Salesforce Revenue Cloud helps you personalize quotes and boost revenue without slowing down your sales team. Watch now to see it in action and transform how you price your products.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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!
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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.
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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!
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Tired of being stuck with whole-number product quantities in Salesforce Revenue Cloud? Discover how easy it is to configure decimal quantities by setting up Units of Measure the right way. Watch now and streamline your quoting process with more flexibility!
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Learning Revenue Cloud doesn't have to be overwhelming. In this video, you'll discover the top resources—from official Salesforce documentation to hands-on Trailhead modules and SOLVD's expert guides—that will help you get up to speed quickly. Ready to master Revenue Cloud? Let’s dive in!
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