Scott Searle

In this guide we'll walk through the steps to access free credits to use Agentforce, and how to enable, configure, and train an Agent to answer questions about your Salesforce data in plain language.

The Winter '21 release is live and packed with some very useful and exciting additions to the Financial Services Cloud.

The Agenda Builder is live and it’s time for Community Bank attendees to fill up their schedule with financial services keynotes, theater sessions, and breakouts.

If you are dying to learn more about how to use Field Sets, then the Financial Services Cloud will be a home run for you!

The Financial Services Cloud comes with several standard record types for tracking financial accounts, but adding custom record types and displaying them on the Account page layout requires a little extra work.

Community Banks will have another full schedule this year at Dreamforce with over 50 sessions alone relating to the Financial Services Cloud.

Maintaining happy customers is an ongoing process for every organization, but you never get a second chance to make a good first impression.

Prying legacy spreadsheets out of the hands of a banker is not an easy task.

Community Banks will have a full agenda this year at Dreamforce.