AE's Archives

Spiff Part 4: Advanced Data Filters

Take your Spiff skills to the next level with advanced data filters. Learn to filter by dates, layer filters, and write custom logic with the syntax editor for deeper insights and better decision-making. Whether you're new to Spiff or scaling your operations, this tutorial offers practical value.

How to use “Custom GPTs” / “Projects” effectively

Imagine having an AI assistant that speaks your language and works just the way you do. In this quick tutorial, Ella shows how to build and fine-tune Custom GPTs using Projects—ideal for content creators, marketers, and business leaders alike. Watch now and start saving hours every week!

ChatGPT Plans Explained: Free vs Plus vs Pro — Which One Fits Your Needs?

Not sure which ChatGPT plan suits your needs? This quick guide explains the features of Free, Plus, and Pro tiers—so you can pick the right one without the guesswork. Discover how each plan supports your AI journey, whether you're just starting out or leading enterprise AI initiatives.

Can I report on EAC activities using standard reporting? Part 2

Struggling to make Einstein Activity Capture data actionable? In this video, discover how Salesforce’s new feature empowers you to turn EAC data into automation triggers and standard reports. Watch to future-proof your reporting strategy and make your data work smarter.

Spiff Part 3: Using Filters to Segment Our Data

Struggling to manage commission rules in Spiff? This video breaks down how to build and apply filters to keep your plans clean, clear, and effective. Discover the key to transforming raw data into precise commission logic—no guesswork required.

How can I apply automatic volume-based discounts in Revenue Cloud

Tired of manual pricing errors and lost revenue? Learn how Salesforce Revenue Cloud can automatically apply tiered volume discounts using native pricing tools. Watch the demo and see how SOLVD.cloud helps businesses automate pricing and scale smarter.

How to use “Gems” in Google Gemini effectively

Google Gemini Gems let you create personalized AI assistants that know exactly how to help you. In this video, Ella shows how to build, customize, and organize your own Gems to boost productivity and streamline your daily tasks. Watch now to learn how to make AI work your way!

How to I track costs in Revenue Cloud?

Are you guessing your margins? In this video, we reveal how to track true product costs inside Salesforce using Cost Books and Cost Book Entries. Discover how to unlock the full financial picture and make every sale more profitable.

Demystifying Context Definitions in Salesforce Revenue Cloud (A Beginner’s Guide)

Confused by context definitions in Revenue Cloud? You're not alone. Learn how to structure, extend, and leverage them to drive smarter pricing strategies in Salesforce—no deep dive required. Let’s demystify this powerful feature so you can build with confidence.

What platforms exist for building AI Agents without code

Want to build AI-powered workflows without touching a single line of code? This video breaks down the top no-code platforms of 2025—from beginner-friendly to enterprise-grade—so you can find the perfect tool for your business needs. Tune in and take the first step toward smarter automation with SOLVD.

How to Make Your SDR Agent Smarter: Prompt + Action for Data Library Access

Stop letting your SDR Agent fumble through vague responses. This video shows you how to make it smarter—using a reference sheet and prompt builder to give real-time, product-specific answers. Empower your sales team with automation that works.

Spiff Part 2: Getting Data Into Spiff

Struggling with messy data in your commission planning? Discover how to sync and streamline data into SPIFF—whether you're using Salesforce or spreadsheets. This is your first step to faster, smarter, and error-free commission automation.

Level Up Your Code – Choosing the Right AI Coding Assistant

Which AI coding assistant is right for your workflow—Copilot, Claude, Gemini, or something open-source? In this video, Joseph from SOLVD breaks down your options, from code completion and test generation to security and IDE integration. Discover the tools that will make your development faster, smarter, and future-proof.

How can Salesforce FSC help RIAs manage complex client relationships

Struggling to manage complex client relationships? Discover how Salesforce Financial Services Cloud simplifies life for RIAs through powerful automation, personalized engagement, and real-time insights. Learn how to deliver more value and scale your practice without losing your personal touch.

How should I be using AI for Customer Service

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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