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How to Make Financial Institutions (FSIs) Adopt AI Agents

How to Make Financial Institutions (FSIs) Adopt AI Agents

Customers often stay loyal to financial service providers because of competitive rates and pricing. However, with falling interest rates making special offers harder to sustain, businesses focus more on improving customer service and digital experiences. Salesforce AI agents offer a strong opportunity to enhance digital interactions, helping financial service providers meet and exceed customer expectations […]

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Mastering Custom Permissions in Salesforce Flows

Salesforce provides powerful tools for managing user access and controlling what users can do within an org. One of these tools is Custom Permissions — a flexible way to define and check user permissions beyond standard object and field-level security. In this blog, we will see how you can use Custom Permissions in Salesforce Flow. […]

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Mastering Change Data Capture in Salesforce

Understanding Change Data Capture in Salesforce

What Is Change Data Capture? Change Data Capture is a Lightning Platform streaming solution that lets you effectively connect your Salesforce data to other platforms. You may synchronize matching records in an external data store and get real-time updates to Salesforce records using Change Data Capture. Events for creation, updating, deleting, and undeleting Salesforce records […]

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Building a Dynamic Related List View in LWC with Section-Based Filtering

Building a Dynamic Related List View in LWC with Section-Based Filtering

Introduction When working with Salesforce Lightning Web Components (LWC), displaying related records dynamically can enhance the user experience. Standard related lists provide limited filtering options, and often, users require a more flexible approach to view records based on custom criteria. In this blog, we’ll explore how to create a dynamic Related List View in LWC, […]

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Salesforce Launches Agentforce 2dx: All You Need To Know

Salesforce Launches Agentforce 2dx: All You Need To Know

Salesforce has launched Agentforce 2dx, the latest version of its digital labor platform that brings autonomous AI agents into everyday work. Agentforce 2dx introduces new tools for both low-code and pro-code developers to quickly configure, test, and deploy Agentforce, along with advanced analytics to monitor and improve agent performance using real-time data. Salesforce is also […]

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