The financial services industry sits on a mountain of data. From customer transactions, investment histories, investment preferences and more. Financial institutions have a wealth of information […]

ECHO: Extracting customer habits, optimising outreach In the fast-paced world of e-commerce, where transactions unfold at the speed of a click delivering personalized customer experiences has […]

Unifying customer data for personalised Customer Commerce Experience Over the recent years more and more customers are moving towards online shopping and E-commerce business are playing […]

Feeling Overwhelmed by Salesforce Data? There’s an AI Assistant for that: Introducing Einstein Copilot.   Are you one of those business leaders who have successfully implemented Salesforce […]

Salesforce Data Cloud has Data Explorer which acts as a great entry for users to explore the data ingested from different sources. It is a great […]

Data is the new gold to tap into for any business, especially in the real estate industry, where customer preferences, market trends, and operational efficiency are […]

When working with data actions in Salesforce Data Cloud, it’s essential to follow best practices to ensure data quality, accuracy, and compliance with privacy regulations. Below […]

Triggering Alerts for Fraudulent Transactions using AI and Data Cloud to Notify Customers:  In the world of modern finance and digital transactions, the detection and prevention […]

What is Data Cloud Action?  Sending an alert or initiating an event based on streaming insights and engagement data is a critical step in the process […]

Dreamforce 2023, the world’s largest customer relationship management (CRM) conference, and as Mr. Marc Benioff called it “the largest AI event of the year.” wrapped up […]

Data consent management is the process of obtaining and managing consent from individuals to collect, use, and share their personal data. It is an essential part […]

Salesforce applications by and large are very efficient applications that address several business problems with great ease, efficiency and increase the bottom line for the businesses.   […]

Where to Start on Salesforce Data Cloud Use Case Ideation  Salesforce Data Cloud is a powerful tool that can help you unify and harmonize your data, […]

Building a use case is a typical process that almost all successful business and IT Leaders want to and look forward to as an initial step […]

Salesforce solutions that were implemented on different (sales, service, marketing, etc.,) clouds have always been successful based on experienced technical team members. Depending on the business […]

Trust is one of the major hurdles to the adoption and success of any AI application.   Surveys show that, while on the one hand implementing AI […]

Artificial Intelligence (AI) has been and will always be one of the tools that will be at the forefront of revolutionizing the services delivered to customers […]

British mathematician Mr. Clive Humby famously quoted “Data is the new oil” in the year 2006, and with businesses producing more data than ever this phrase […]

Einstein Recipes: The most powerful personalization tool which uses the machine learning algorithms to promote personalized content to each customer in the form of recommendations on […]

What is CRM Analytics in Salesforce Salesforce CRM Analytics innovations infuse predictive and prescriptive insights directly in any customer’s workflow. Data, analytics, and AI are the […]

What is Wealth Management? Wealth Management is a service that gives clients financial and investment advice, accounting and tax services, retirement planning, legal and real estate […]

What is a Person Account? In simple terms a Person Account is a Record type of Account Object. Person Account is a combination of Account and […]

Salesforce Marketing Cloud (SFMC) is one of the most popular cloud-based digital marketing and analytics application providing marketers a fully integrated solution for developing robust campaigns, […]

Real time context-based work update enables teams and team members to do their work efficiently and eventually provide great service to the end customers.   There are […]

The day to day job of an agent involves activities that include acquiring customers and successfully close the process of selling insurance policies. In the due […]

Typical Testing Landscape With the agile methodology of continual incremental development, a typical sprint cycle is around to 2-3 weeks. In every sprint cycle, each developer […]

Vlocity Tool Kit There are a variety of tools provided by Vlocity to build and design business processes and applications. The tools can be segregated into […]

Vlocity is an industry-specific cloud CRM solution suite built on the Salesforce platform with Sales Cloud, Service Cloud, Community Cloud, Analytics, etc. Vlocity started by industry […]

In general, We Salesforce developers spend a significant amount of our time in tracing and finding the errors in debug logs which results in inappropriate usage […]

Mule is an Enterprise Service Bus (ESB). It consists of ‘flows’ which act as middle layer by routing and transforming data between different systems with high […]

Industries across the world are facing major disruptions. All these are driven by technology, increasing customer demands and changing competitive landscapes. A company can only succeed if it’s able to […]

Recently I trained a team member with marketing cloud and stating the obvious I love sharing knowledge. I thought hard enough to explain Salesforce Marketing Cloud […]

What is it … Data Extension is additional data table for subscriber extended attribute information. How many types … 3 Types: Standard, Filtered, and Random How […]