Culture Archives

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.

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.

How do I get the most out of AI Deep Research

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.

What risks are introduced when automating tasks with AI Agents

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.

How can I quote ramped products in Revenue Cloud

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.

How can I handle selling free trials in Revenue Cloud

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!

What are interactions and interaction summaries in Salesforce FSC and how do I use them

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.

How do I use AI Agents to automate my business?

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.

How to implement dynamic global variables in MuleSoft

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.

When NOT to Use AI Agents: 3 Critical Business Scenarios to Avoid

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.

SDR Agent Setup Tips in AgentForce: What You Need to Know Before You Start

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.

What are the differences between ChatGPT, Gemini, and Perplexity “Deep Research”?

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.

Spiff Part 1: What is Spiff? Creating plans and Assigning Users

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.

Blog

How We Help

Who We Help

Resources

Why SOLVD