by Adam Crookes | May 14, 2024 | Resources, Agentforce, Netsuite, Payments, QuickBooks, Xero
Introduction Propelled by ongoing global events, business interactions worldwide are ever more remote and digital. Add economic turbulence and today’s dynamic economic environment, characterized by unprecedented challenges and opportunities, is compelling...
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 – there’s a...
by Adam Crookes | Mar 22, 2024 | Resources, Agentforce
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 Stony Grunow | Mar 5, 2024 | Security
While open-source software offers many benefits, it also faces unique security challenges due to its collaborative nature. Around 70% of developers have expressed concern over security in the development phase of projects. Many contributors working on the code can...
by Stony Grunow | Mar 1, 2024 | Agentforce
Let’s take a look at Salesforce’s Einstein Copilot (Beta) just a few days after release! TL;DR: Einstein Copilot is showing amazing promise. It’s still very much in Beta, with some rough edges, but also demonstrating amazing potential. It’s strong when answering...
by Adam Crookes | Feb 21, 2024 | Resources, Agentforce
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...
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 difficulties...
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...
by Mike Honekamp | Sep 21, 2023 | Resources, Netsuite
Backdate Stripe Billing IS Possible It’s just a bit complicated. If you ask Stripe if you can backdate the Subscriptions in Stripe Billing, they will tell you this isn’t possible. But with a few workarounds, you’ll be able to. Please try this yourself in your Stripe...
