Quickstarts Archives

Selling Free Products Using Ramp Deals in RCA

Want to offer free months or trials in Salesforce Revenue Cloud? Connor Sandstrom from SOLVD shows how to use Ramp Products to set up term-based pricing with a free month automatically discounted

How to upload files and analyze them using AI in n8n – Part 1

Want to automate document intake? In this video, Ben from SOLVD shows how to use the n8n Form node to upload and capture files—setting the stage for full automation in Part 2 .

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

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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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