MuleSoft, Tableau, and Beyond: Building a Technology Partner Ecosystem Around CRM
Explore how MuleSoft, Tableau, Salesforce, HubSpot, AI, telephony, and automation tools create a connected CRM technology partner...
Embedded Services and CRM: Building Value-Added Features into Your Platform
See how embedded services and CRM data help platforms launch value-added workflows, integrations, support experiences, and...
CRM for Deal Management: Tracking Opportunities from Sourcing to Close
Learn how CRM deal management improves sourcing, qualification, collaboration, forecasting, and close execution for cross-industry...
Salesforce Meeting Concierge: What Financial Services Teams Must Do Before the Summer '26 Rollout
Salesforce Meeting Concierge arrives in Summer '26 for Agentforce Financial Services. Learn what changed, who is affected, setup...
Salesforce Scale Center and ApexGuru: What Admins Must Do Now to Improve Org Performance
Salesforce Scale Center and ApexGuru give admins and developers near real-time performance visibility, AI-powered Apex...
HubSpot’s Open Ecosystem for the Agent Era: What GTM Leaders Need to Know
HubSpot’s open ecosystem vision for the agent era signals a major shift in how AI agents, APIs, MCP, and CRM context will reshape...
Salesforce Service Process Automation for Financial Services Cloud: Unified Catalog vs. Service Process Studio
Salesforce Service Process Automation helps Financial Services Cloud teams automate case-driven requests. Learn Unified Catalog...
Apollo Inside HubSpot's AI Prospecting Agent: What Revenue Teams Need to Know in 2026
Apollo is now an embedded data provider inside HubSpot's AI Prospecting Agent (public beta). How the integration works, admin...
Agentforce for Financial Services Templates: Top FAQs Answered for FSC Teams in 2026
FAQ guide to Agentforce for Financial Services templates. FSC Managed Package adoption, ASA vs AEA templates, channel support,...
Financial Advisor Assistance Agent for FSC Managed Package: What Wealth Teams Need to Set Up Now
Salesforce's Financial Advisor Assistance Agent automates meeting prep and follow-ups for wealth advisors on the FSC Managed...