Blogs

Prompt Builder became generally available on February 29, just over two months ago. Since then, we’ve seen a lot of Salesforce Admins start to experiment and come up with a wide variety of use cases to leverage it. From summarizing records to generating points of view and even creating business-context rich emails, there are a tremendous amount of use cases that Prompt Builder … [Read more...] about Unleashing Productivity: Master Prompt Templates with Flow Tools

Today’s customers are tired of repeating themselves. They want a connected experience across all customer service channels, from live chat to voice. That’s why an omnichannel contact center needs to be part of your customer service strategy. An omnichannel contact center uses cloud-based software to manage customer interactions across multiple channels. It helps you deliver an … [Read more...] about What Is an Omnichannel Contact Center? Everything You Need to Know

Sales teams know how much prep work goes into a successful sale behind the scenes. From simply staying organized to understanding customers’ behavior to keeping your sales team on track, there’s a lot to manage. The good news: There’s a bevy of modern sales tools to help streamline the process from prospecting to payday. But which will make the most impact for your … [Read more...] about 7 Sales Tools You Should Be Using Right Now

Planning can make or break a business. A good plan can become your lifeblood. If you’re wondering how to plan your finances, human resources, project management, inventory and sales all together — you aren’t alone. Enter ERP. In this complete guide, we will find out the difference between ERP and CRM, it’s benefits, and how to integrate it with Salesforce. Yes, it’s possible. … [Read more...] about What Is ERP? (A Beginners Guide)

Summer ’24 is just around the corner! Discover Action Buttons, one of the new screen flow capabilities I’m really excited about, and check out Be Release Ready for additional resources to help you prepare for Summer ’24. Screen Actions are a screen flow game changer One of the most important new screen flow capabilities is now here: Action Buttons! You can now add an Action … [Read more...] about Summer ’24 Feature Deep Dive: Create Richer Screen Flows with Action Buttons (Beta) | Be Release Ready