Work With Us Archives - Page 2 of 27

How to Connect Custodian Data to Salesforce Financial Services Cloud (The Right Way)

If your firm uses Salesforce Financial Services Cloud but your advisors still rely on custodian portals for portfolio data, you’re missing a critical integration. Here’s how RIAs should connect Schwab, Fidelity, or Pershing to Salesforce the right way.

Human vs. Robotic AI: How to Build a “Voice Gem” for Better Emails

Most professionals waste hours rewriting emails just to get the tone right. Learn how AI can instantly improve clarity, tone, and efficiency without changing your voice.

How to Bypass Salesforce CPQ Product Validation Rules (Without Breaking Your Configuration)

Salesforce CPQ validation rules can block deals—even when exceptions are approved. Learn how to safely bypass product validation rules for specific quotes without breaking your CPQ configuration.

From Spreadsheets to a Fully Connected Sales Operation

A construction supplier was running their entire sales process in spreadsheets. By implementing Salesforce Sales Cloud, CPQ, Sales Engagement, and MuleSoft integration, we transformed their workflow into a fully connected, scalable sales operation.

Fixing HTML Tags in Salesforce Formula Field Exports

Salesforce exports don’t preserve your clean formatting in Excel. Here’s a quick, native workaround that keeps your line breaks exactly how you want them.

Salesforce Revenue Cloud Operations Console Explained (Spring ’26 Update)

Salesforce’s Spring ’26 release quietly introduced new Revenue Cloud logging tools that make pricing issues much easier to debug. Here’s how the new Operations Console works and why it can save admins hours of troubleshooting.

The AI Excel Hack Your Team Needs to Know

See how Claude inside Excel can instantly clean messy data, standardize picklists, and even prepare Salesforce-ready records—all from a single prompt.

How can RIAs effectively track and manage client portfolios using Salesforce FSC?

Salesforce Financial Services Cloud lets RIAs track client portfolios, balances, and relationships at the household level—while syncing data directly from custodians like Schwab and Fidelity.

How We Rebuilt a Financial Firm’s Sales Pipeline in Salesforce

This financial firm couldn’t distinguish prospects from clients in Salesforce. Using record types and dynamic forms, we rebuilt their pipeline—and transformed their visibility and conversion process.

Moving Data in Salesforce: A Consultant’s Guide to the Big 3 Tools

Using the wrong Salesforce data tool can create thousands of duplicates—or worse, permanent data loss. Learn when to use Import Wizard, Data Loader, and Data Export the right way.

How can I build AI Agents with code?

Prompts alone aren’t enough. Agent Scripts let you build AI agents that follow exact business rules, retrieve Salesforce data, and operate like reliable digital employees.

How Salesforce Automation Wins and Retains Customers

Automation doesn’t push customers away—it helps you build better relationships at scale. This video explains why Salesforce automation is becoming essential for customer experience in 2026.

How can Salesforce Revenue Cloud improve customer relationships?

Your quote-to-cash process is one of the most important customer touchpoints. Salesforce Revenue Cloud helps teams deliver faster quotes, flexible pricing, and seamless contract changes that build long-term trust.

Salesforce CPQ Discounting: Discount Schedules vs. Price Rules

Not sure whether to use a Discount Schedule or a Price Rule in Salesforce CPQ? This video shows exactly when to use each—and how to build both the right way.

Master the 4 Core Salesforce CPQ APIs for Automation & Custom Configurators

If you’re automating quoting or building a custom CPQ experience, these four Salesforce CPQ APIs are the foundation for everything—from configuration and pricing to renewals and proposal generation.

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