Arkus, Inc.

How To Train Your Agent: Getting Started with Agentforce

by Scott Searle — published Apr 21, 2026 — last modified Apr 23, 2026 02:58 PM — filed under: Blog, Agentforce, AI

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 ...

Located in Archive / 2026

How To Train Your Agent: Getting Started with Agentforce

Financial Services Cloud Winter '21 Release Highlights

by Scott Searle — published Oct 30, 2020 — last modified Nov 23, 2020 07:25 PM — filed under: Blog, Financial Services, Financial Services Cloud, Winter 21

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

Located in Archive / 2020

Financial Services Cloud Winter '21 Release Highlights

Dreamforce 19 for Community Banks

by Scott Searle — published Nov 14, 2019 — last modified Nov 14, 2019 09:30 PM — filed under: Blog, Financial Services, Financial Services Cloud, Dreamforce 19

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 ...

Located in Archive / 2019

Making Change in Banks - One Spreadsheet at a Time

by Scott Searle — last modified Jun 11, 2019 04:20 PM — filed under: Blog, Banking, Community Bank

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

Located in Archive / 2017

Making Change in Banks - One Spreadsheet at a Time

Dreamforce 17 for Community Banks

by Scott Searle — last modified Jun 11, 2019 04:16 PM — filed under: Blog, Banking, Dreamforce 17, Community Bank

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

Located in Archive / 2017

Happy New Customers!

by Scott Searle — last modified Jun 11, 2019 04:12 PM — filed under: Process Builder, Admin, Customer Service, Blog, Onboarding

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

Located in Archive / 2018

Financial Services Cloud: Field Sets of Dreams

by Scott Searle — published May 22, 2019 — last modified Jun 13, 2019 07:16 PM — filed under: Blog, Financial Services Cloud, Lightning Experience, Admin Tips

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!

Located in Archive / 2019

Financial Services Cloud: Field Sets of Dreams

Financial Services Cloud: Adding Custom Financial Accounts

by Scott Searle — published Mar 08, 2019 — last modified Jun 05, 2019 05:25 PM — filed under: Blog, Record Types, Admin Tips, Financial Services Cloud

The Financial Services Cloud comes with several standard record types for tracking financial accounts, but adding custom record types and displaying them on ...

Located in Archive / 2019

Financial Services Cloud: Adding Custom Financial Accounts

Dreamforce 18 for Community Banks

by Scott Searle — published Sep 18, 2018 — last modified Nov 30, 2022 02:55 PM — filed under: Blog, Banking, Community Bank, Dreamforce 18

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

Located in Archive / 2018

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