Salesforce and the EWS Retirement: What Exchange Online's October 2026 Cutoff Means for Your Email Integration
Microsoft blocks EWS in Exchange Online starting October 1, 2026. See which Salesforce email integrations are affected and how to...
Salesforce FINS Enablement: What 140+ Partners Learned
More than 140 partners joined Salesforce FINS enablement. See what BWAM and Insurance teams learned about AI, data, and delivery.
Analytics in the Insurance Industry: From 3-Day Quotes to 3-Minute Decisions
Where analytics moves the needle for insurers: underwriting speed, claims triage, distribution, retention — and the data...
Yardi + Salesforce Integration: A Practical Guide for Real Estate Firms
How real estate firms connect Yardi and Salesforce: integration approaches, data domains, common pitfalls, and a phased rollout...
AI Personalization in Banking: Practical Use Cases and Governance
Practical AI personalization use cases for banks — next-best-offer, onboarding, service — plus the data foundation and governance...
What Is Salesforce AgentExchange? The AI Agent Marketplace Explained
AgentExchange is Salesforce's marketplace for Agentforce agents and actions. What's on it, how it relates to AppExchange, and how...
Agency Management System vs. CRM: Does Your Insurance Agency Need Both?
AMS vs. CRM for insurance agencies: what each does, where they overlap, and a checklist covering policy tracking, commissions, and...
Smarter Negotiation Workflows: How AI Agents Process Deals Faster
See how AI negotiation workflows help teams validate quotes, route approvals, manage contracts, and process deals with stronger...
Compliance Without Compromise: AI Keeps Teams Audit-Ready
AI compliance helps teams stay audit-ready with continuous monitoring, traceable decisions, and policy controls across CRM...
AI-Powered Client Intake: From Lead to Enrolled in Minutes, Not Days
See how AI-powered client intake uses document extraction, KYC workflows, and digital onboarding to create a faster, compliant...