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Salesforce Platform Structure Your Data to Optimize Tableau Next Implementation
Make your Salesforce data clean, governed, and semantically structured to accelerate AI decision-making instead of automating confusion.
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Salesforce Platform How Tableau Next Enhances Salesforce AI Analytics
Most Salesforce organizations treat AI as something to switch on. The ones that succeed treat it as something to architect. Salesforce’s next-level AI analytics solution, Tableau Next, is built on its core platform and it works best when the data beneath it is ready. Our Tableau Next blog...
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Agentforce A Beginner’s Guide to Agentforce Contact Center
In the past, delivering a modern customer service experience meant stitching together multiple applications and tools: CRM, telephony, AI assistants, automation, knowledge, and analytics. It worked but required a lot of integration across systems. With Salesforce’s newly announced Agentforce...
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Insurance How to Improve the Claims Management Process
Many insurance carriers have confusing multi-tiered claims processes that the average customer struggles to navigate and overlook the emotional journey the claimant is likely going through. 29% of customers changed insurers in 2025, and the time it takes to process and settle claims might have...
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Financial Services 2026 Salesforce Trends Driving Growth in Financial Services
The launch of Agentforce in 2024 ushered in a new era of AI-powered Salesforce solutions. 2025 was a pivotal year where financial services organizations started to discover the growth opportunities that emerge from implementing AI agents. It was also a year that taught Salesforce a lot about what...
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Financial Services How Agentforce for Insurance Streamlines 4 Key Processes
The rapid growth of AI technology across financial services has resulted in significant opportunity for insurance organizations, who are facing increased customer expectations of rapid service alongside an imminent talent shortage, with 50% of the current workforce approaching retirement within the...
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Financial Services Agentforce for Financial Services Accelerates Banking and Wealth Management
Beyond AI, it is an exciting time to work with U.S. financial institutions, including banks and wealth managers, of all sizes. In addition to the $84 trillion “Great Wealth Transfer” from Baby Boomers to subsequent generations, more Americans are invested in the US equity markets than at any other...
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Banking U.S. Community Bank Expands Marketing Capabilities with Marketing Cloud and Data Cloud
This U.S. Community Bank (“The Bank”) is a financial institution serving more than 100 communities. They are continually investing in digital tools and services to meet shifting customer expectations. Its network of more than 200 banking locations provides loans, deposits, treasury management,...
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Insurance 5 Pressures Facing Auto Insurance Companies (+ How to Deal with Them)
The cost of claims across insurance sectors have been dropping over the past few years, with automation and technology reducing the cost of claims as much as 30%. At the same time though, there’s a host of pressures on auto insurance companies to change their premium pricing model to stay...
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Investment Banking 5 Trends Shaping the Future of Investment Banking Today
What made the difference between success and failure in the last year? 2020 changed everything. Finance was no different. Dealmaking in 2020 split into two parts: the first half cratered at $971bn, with a 6.6% year-on-year decline by value while deal count was down 15.5%. Contrast that with the...
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Banking Achieve Seamless nCino Book-to-Core Integration with MuleSoft
When dealing with as many different technology systems as banks do, integration is the only way to guarantee that data is unified across the organization. Platforms like nCino enable faster onboarding, loan origination, and deposit account opening, but to fully deliver, they must seamlessly connect...
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Data Cloud Leverage Unstructured Data in Salesforce Data Cloud to Power AI Processes
In the AI-driven era of customer engagement, data isn’t just fuel — it’s the engine. But AI models are only as powerful as their data. The rise of generative AI, machine learning, and predictive analytics has increased demand for high-quality, real-time data, both structured and unstructured. As AI...
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