The AI NOW Tour is a, all-day workshop organized by Salesforce to help developers, administrators, architects, IT managers, consultants, and business analysts learn how to build innovative AI applications using the Einstein Platform. During the tour, attendees will get practical experience with Data Cloud, Einstein Copilot, and Prompt Builder, guided by Salesforce engineers and experts. The main topics covered include: Einstein Copilot Data Cloud Prompt Builder The goal of the AI NOW Tour is to train over 100,000 developers in using Salesforce’s AI tools. By bringing together Salesforce enth ..read more

Mass Quick Actions in Salesforce allow users to perform create or update operations on up to 100 records at once from a list view and Related List. This powerful feature can significantly boost user productivity by enabling them to efficiently manage multiple records simultaneously. Here’s how you can set up Mass Quick Actions in Salesforce: Creating a Mass Quick Action From Setup, go to the Object Manager and select the object you want to create the Mass Quick Action for (e.g., Leads, Accounts, Cases). Click on “Buttons, Links, and Actions” and then “New Action”. Select the “Update a Record ..read more

Salesforce External Services is a powerful feature that allows you to seamlessly connect with external REST APIs and services directly from your Salesforce org. Whether you’re a developer, administrator, or business user, understanding how to leverage External Services can enhance your Salesforce processes and streamline integrations. In this guide, we’ll walk through the steps to set up and How to use External Services in Salesforce effectively. What is External Services in Salesforce? External Services enable you to integrate with external systems, such as RESTful APIs. By registering an ext ..read more

Salesforce Financial Services Cloud (FSC) is a powerful platform that enables financial services firms to build stronger relationships with their clients. Installing FSC in your existing Salesforce Org can seem daunting, but with this guide, you’ll be able to do it smoothly and efficiently Install Salesforce Financial Services Cloud (FSC) Packages in Your Existing Org. Pre-Installation Tasks Set Up Accounts and User Profiles: Ensure that your Salesforce accounts are properly set up with the correct data and hierarchy. Configure user profiles to match the roles and permissions needed for FSC ..read more

Salesforce Financial Services Cloud (FSC) is a powerful tool designed to transform the customer experience in the financial sector. It’s an industry-specific offering from Salesforce with out-of-the-box workflows and a data model specific to the financial services industry. Let’s delve into the Sub Verticals of Financial Services Cloud (FSC). 1. Wealth and Asset Management This Sub Verticals of Financial Services Cloud (FSC) caters to private banks and registered investment advisors. It provides a unified view of all client data, enabling advisors to deliver personalized advice and nurture cl ..read more

In the dynamic world of financial services, the ability to swiftly adapt and respond to market changes is pivotal. At the heart of this agility is the data that powers decisions and strategies. Industry-specific Data Models of Financial Services Cloud (FSC) provide tailored solutions that cater specifically to the needs of financial institutions. These models help streamline operations, enhance customer experiences, and improve financial management by leveraging custom data frameworks designed to meet the unique requirements of the sector. Why Industry-Specific Data Models Matter Financial ser ..read more

In today’s digital era, the financial services industry faces both vast opportunities and significant challenges. The Architecture of Salesforce Financial Services Cloud (FSC) is designed to meet these with a robust framework tailored for the nuances of financial operations. Integrating aspects like the Internal Core System and External System Industry Services ensures that institutions can deliver superior customer experiences while managing efficient workflows. Architecture of Salesforce Financial Services Cloud (FSC) Internal Core System The Internal Core System is essentially the ..read more

Salesforce Financial Services Cloud (FSC) is a powerful platform designed to transform the customer experience in the financial services industry. It offers a range of features that enable financial institutions to build stronger relationships with their customers. In this blog we will explore all Features of Salesforce Financial Services Cloud (FSC) Let’s delve into some of these key features of Salesforce Financial Services Cloud (FSC) Actionable Segmentation Actionable Segmentation is a feature in Salesforce’s Financial Service Cloud that enables organizations to group their clients based ..read more

In the dynamic world of financial services, institutions are constantly seeking innovative solutions to stay ahead. One such game-changer is the Financial Services Cloud (FSC), a product by Salesforce.com, designed to revolutionize customer relationship management in the financial sector. In this blog we will see Overview of Financial Services Cloud (FSC) Introduction of Financial Services Cloud (FSC) Salesforce Financial Services Cloud (FSC) is a robust customer relationship management (CRM) system designed specifically for financial services companies. It helps organizations manage customer ..read more

Introduction In today’s rapidly evolving digital landscape, maintaining agility and innovation is crucial for businesses leveraging Salesforce. DevOps, a set of practices that combines software development (Dev) and IT operations (Ops), bridges the gap between these teams to enhance collaboration and productivity. This guide delves into how a DevOps strategy for Salesforce can revolutionize your Salesforce experience, fostering an environment of continuous improvement and efficiency. Understanding DevOps and Its Importance for Salesforce DevOps is more than a buzzword; it’s a transformative me ..read more