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Query Netsuite Customer data in Agentforce – Salesforce – Breadwinner
Breadwinner enables you and your team to Query NetSuite customer data in Agentforce in real time. The old way of digging through ERP and CRM systems to find what you need is over. That’s where conversational AI - Agentforce is enabling enterprise customers to...
Agentforce Pricing Explained: Here’s What You Need To Know
Agentforce pricing is a new model that deviates from Salesforce's traditional pricing structure, introducing both pre-purchased usage and overage usage fees. This flexible, consumption-based pricing aims to align with your organization's needs, but understanding the...
Creating NetSuite Purchase Orders and Invoices through NetSuite Agentforce Agents
We think we might be the first example of creating a NetSuite Purchase Order through an AI Conversation! Here's the setup: NetSuite ERP Salesforce Breadwinner connecting Salesforce to NetSuite Agentforce enabled in Salesforce With that, we can have text...
Digital Resilience in SaaS #01: CRM & ERP Integration
Propelled by ongoing global events, business interactions worldwide are ever more remote and digital. So how can digital resilience offer a competitive advantage in today’s business environment?
Harnessing the Power of Data with Salesforce Generative AI
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...
The Promise And Peril Of Implementing The Right AI Use Case
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...
Video Review of Salesforce’s Einstein Copilot (Beta)
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...
How Sales & Finance Can Harness the Power of AI
Why does AI represent the next major step-change in how business operate? And how can Sales and Finance departments utilize AI to get more value from their CRM & ERP, and improve business outcomes?