by Adam Crookes | Apr 15, 2024 | Agentforce, Resources
We’ve talked about how Salesforce generative AI requires data the same way a car needs fuel. We’ve also touched on the challenge inherent in getting rich data into your Salesforce org. There are lots of exciting reasons to embark on something like this...
by Adam Crookes | Mar 22, 2024 | Agentforce, Resources
To state the obvious for a moment, the potential for artificial intelligence (AI) to deliver transformational change across industries is immense. Recognizing this, forward-thinking companies are strategically planning how to best use AI to drive innovation and...
by Adam Crookes | Feb 21, 2024 | Agentforce, Resources
You’ve heard (and will continue to hear) a lot about how AI and LLMs will drastically change our working world. As a new set of tools helping companies mine for new value and efficiencies, senior leaders everywhere are pressured to adopt a growing array of AI...
by Stony Grunow | Jan 22, 2024 | Resources, Netsuite
So you want to integrate NetSuite and Salesforce … Great! That’s an excellent idea for all sorts of reasons. When you integrate your systems, you can pull data directly from Salesforce Opportunity records into NetSuite. And your Sales and Customer Success teams can...
by Mike Honekamp | Oct 11, 2023 | QuickBooks, Resources
You might want to test Breadwinner with a QuickBooks Online Sandbox. This article will attempt to help. First, please be warned that creating and accessing a QuickBooks Online Sandbox isn’t intuitive. Many people struggle with this. If you experience...
by Timea Ait Lasri | Sep 21, 2023 | Payments
It happens all too frequently. Somehow, in Stripe, or Stripe Billing, you create an Invoice for a customer, but the Inbound ACH Payment Method has not been created! (This often happens if you have “Default Payment Method on File” but there is no payment method) If you...