How can you master the basics of Salesforce Agentforce and exceed client expectations? Agentforce represents an exciting new development from Salesforce. With the power of Einstein AI, Salesforce now offers you the ability to customize your own automated agents to handle important, but often time-consuming, tasks that are key to the operation of your business. […] The post Staying Competitive with Salesforce Agentforce appeared first on CloudKettle ..read more

How can a CDP help you with your Marketing Operations? Well first, lets start with this: What is CDP? A Customer Data Platform (CDP) is different from a CRM or Marketing Automation Platform. It is a software platform that collects and blends first-party customer data from a variety of sources and channels to build one […] The post CDPs and Marketing Operations appeared first on CloudKettle ..read more

Have you ever wondered what’s happening behind the scenes when you see Einstein AI recommendations, predictions, or automated actions? This post unpacks what’s happening under the hood—no complex mathematics, just clear, intuitive insights into the algorithms at play that help businesses make smarter, data-informed decisions. What Is Salesforce Einstein AI? Think of Einstein AI as […] The post Looking Behind the Curtain of Einstein AI: How Salesforce’s AI Powers Smarter Decisions appeared first on CloudKettle ..read more

Before getting started with Salesforce Financial Services Cloud, it’s important to consider the organizational elements that could mean success (or disaster) for your company. Once you’ve established that your company is ready from an organizational perspective, there are technical elements that must be taken into account. Migrating to Financial Services Cloud poses challenges, such as […] The post Technical Considerations before Migrating to Salesforce Financial Services Cloud appeared first on CloudKettle ..read more

Announced in 2015, Financial Services Cloud (FSC) is a long-standing offering from Salesforce. Its platform goal is to empower Financial Institutions to build deeper 1-on-1 client relationships, be more productive, and engage with clients everywhere. The platform includes capabilities for managing interactions, the full client lifecycle, financial goals, and regulatory compliance. Financial Services Cloud is […] The post Considerations Before Implementing Salesforce Financial Services Cloud appeared first on CloudKettle ..read more

The Unveiling So first… a little bit of background: At TrailblazerDX last year, Salesforce finally introduced their new service – Einstein GPT. Einstein GPT has two main features: Einstein Co-Pilot and Prompt Builder. With the help of data from Salesforce or other external data sources (such as Data Cloud, which was also introduced last TrailblazerDX), […] The post Introducing Agentforce: Takeaways from Dreamforce24 appeared first on CloudKettle ..read more

Flows are very useful tools within Salesforce. However, there may be instances when you have a Flow that you do NOT want to run in a Sandbox. For example, maybe you have a Scheduled Triggered Flow that sends emails, or triggers an integration. Were this Flow to run in a sandbox you would see unwanted […] The post How to Prevent Flows from Running in a Sandbox appeared first on CloudKettle ..read more

The public sector, especially the government, continually strives to provide high-quality and secure services in an ever-changing environment. So whether at the federal, provincial, or municipal level, there are numerous factors to consider when choosing the right partner for the implementation of your Salesforce projects. The government must balance several competing priorities, shifting timelines, intricate […] The post Beyond Procurement: Selecting the Ideal Partner for Government Salesforce Projects appeared first on CloudKettle ..read more

In the world of digital marketing, effective logging is crucial for maintaining the health of your campaigns and understanding customer interactions. In this post, we will look at two practical methods for implementing logging in Salesforce Marketing Cloud (SFMC): Logging errors in email sends Logging user events and errors on CloudPages (and websites that interact […] The post 2 Useful Ways to Implement Logging in your SFMC Org appeared first on CloudKettle ..read more

So… you’re considering migrating from your current CRM to Salesforce. Or maybe you’re tired of using multiple systems and resources to operate your business and want to centralize in Salesforce. But where do you start? What’s the best approach? In almost all scenarios, CloudKettle recommends that enterprise-scale CRM deployments be done on a phased crawl, […] The post Crawl, Walk, Run – The Phased Approach appeared first on CloudKettle ..read more