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Most RIAs only track revenue and AUM, but that’s not enough to fuel growth. Learn which KPIs in Salesforce FSC give you a forward-looking view of your business—from lead conversion rates to wallet share. Discover the metrics that truly matter with expert insights from SOLVD.
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Ever wonder how AI can juggle multiple tasks at the same time? Discover how Agentforce uses intelligent automation and Salesforce’s native scalability to streamline operations and enhance customer service. It’s not just about multitasking—it’s about doing it smarter, faster, and more efficiently.
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Thinking about diving into AI or automation, but not sure where to begin? Hear directly from SOLVD’s automation expert as he unpacks the difference between workflows and agents, shares free learning resources, and explains how to start implementing AI without a massive budget. This Q&A is perfect for professionals looking to pivot or modernize their operations.
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Tired of clicking through endless profiles and fields in Salesforce? Discover how Jetstream can cut your admin time in half with bulk updates to object and field permissions. Watch as SOLVD’s expert shows you how to work smarter, not harder.
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Clunky quoting slowing you down? Discover how to give your sales team a cleaner, faster, and more effective quoting experience in Revenue Cloud. Watch as we break down how to customize your quote layout and summaries for better productivity.
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Tired of project updates slipping through the cracks? Discover how SOLVD built a custom AI tool that transcribes meetings, summarizes tasks, and alerts managers to risks—automatically. It’s the end of the backlog black hole.
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Feeling stuck staring at a blank screen? Learn how to turn AI into your ultimate brainstorming, scripting, and editing assistant—so you can produce more content in less time, without sacrificing creativity. Watch how Ella from SOLVD.cloud shows you exactly how it’s done.
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Ever wonder how AI like ChatGPT actually works? It’s not magic—it’s matrix math and well-crafted prompts. Discover the essentials of LLMs, contextual inputs, and why good questions lead to better answers.
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Need to update product pricing in Salesforce Revenue Cloud but not sure where to start? This walkthrough shows you how to manage price book entries and decision tables, ensuring your quotes always reflect the right pricing. Stay on top of pricing changes and keep your quoting process smooth with these easy-to-follow steps.
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Struggling to track how long deals sit in each stage? Discover how to leverage Salesforce's built-in Opportunity History reports to surface stage durations—no custom fields or flows required. This quick walkthrough shows you exactly how to uncover sales delays and optimize your process.
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AI adoption doesn’t have to start at the top. Bottom-up strategies empower employees to experiment, automate, and improve their workflows in real time—unlocking innovation from the inside out. Learn how to roll out AI tools safely, efficiently, and with immediate ROI.
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AI-assisted coding speeds up development—but at what cost? This video breaks down the risks of depending on AI tools, from hidden bugs to skill erosion. Learn how to strike the right balance between automation and human oversight.
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Struggling to get great results from AI tools? Discover five easy prompt engineering tricks that can dramatically improve your outputs. From providing clear context to adopting personas, this guide will give you the practical tips you need to make AI work smarter for you.
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Can AI configure Salesforce on its own? Should your clients know they’re talking to a bot? In this session, SOLVD’s automation specialist shares surprising breakthroughs, ethical musts, and what’s next for smart automation in real businesses. A must-watch for teams navigating change in the age of AI.
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What if automation wasn't just about the future—but a strategic advantage you could activate today? Discover how to think clearly about AI adoption, reduce operational costs, and become an early mover in the new wave of intelligent automation.
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AI isn’t replacing researchers—it’s empowering them. Learn how tools like Perplexity and ChatGPT can cut research time in half, identify patterns you’d miss, and turn data into clear insights. Watch now and discover how to make AI your most valuable research assistant.
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AI tools are powerful, but they’re not flawless. This short explainer uncovers why AI can give misleading or outdated answers—especially in Salesforce. Learn how to avoid these pitfalls and make AI work smarter for your business.
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With so many AI models out there, how do you choose the right one for your task? In this video, we simplify your decision by showing you how to match AI tools to task complexity and type—whether you're solving complex problems or drafting quick emails. Learn how to leverage models like GPT-4, Gemini, and Perplexity to boost productivity and accuracy in your work.
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Tired of scrambling when regulations change? Discover how Salesforce FSC helps RIAs stay a step ahead with automated workflows, real-time dashboards, and audit-ready documentation. Learn how leading firms are turning compliance into a competitive advantage.
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Want cleaner quotes with clear subtotals for each product group? Learn how to sum values from quote line items by category in Salesforce Revenue Cloud. Automate grouping and rollup totals to simplify and enhance your sales process.
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Struggling to manage product configurations in Revenue Cloud? Learn how to automatically set default attribute values across your products, classifications, and bundles. These smart defaults make configuration smoother and help your sales team move faster with fewer errors.
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If you're an RIA struggling with manual updates and limited visibility into client investments, this is for you. Discover how integrating financial accounts into Salesforce FSC can deliver real-time insights, improved reporting, and smoother client services. Learn best practices and available options for syncing custodian data directly into Salesforce.
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Need to export Salesforce object metadata without the headache? In this video, discover how JetStream makes it simple to download everything from API names to picklist values in minutes. Save time, reduce errors, and streamline your next integration or migration project.
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Keeping track of annual client reviews doesn’t have to be overwhelming. Learn how to use Action Plans, Interaction Summaries, and Flow automation in Salesforce FSC to streamline the process and never miss another key touchpoint. Watch now and elevate your client experience!
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Want to deliver a more personalized Experience Cloud portal? Discover how SOLVD helps you show users exactly what they need—nothing more, nothing less. Learn to segment content by audience and streamline user navigation with simple, smart configurations.
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Curious if you need to code to work with AI-assisted tools? The short answer: not necessarily. Watch how even beginners can use plain language to generate functioning applications—and learn why understanding a few coding basics can take your AI skills further.
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Working remote doesn’t mean working alone. With Agentforce, remote teams get an AI-powered teammate that supports communication, automates tasks, and keeps everyone aligned—right from the cloud. Watch how SOLVD helps businesses collaborate smarter, wherever they are.
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Curious about how to automate and optimize your quote-to-order pipeline? In this video, you’ll learn exactly how to leverage Salesforce Revenue Cloud APIs to simplify updates and conversions. Watch the walkthrough to see how SOLVD makes Salesforce work smarter for you.
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Wondering if Agentforce can grow with your business? It’s not just scalable—it’s built for scale. Learn why this AI-powered tool integrates seamlessly with Salesforce and adapts with your operations at every stage.
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Are you an RIA juggling compliance and client relationships? Learn how Salesforce FSC Action Plans help streamline onboarding, annual reviews, and financial planning with automation and visibility. This video breaks down three real-world use cases to help you turn chaos into clarity.
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