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Channel: Automation | Salesforce Blog
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Webinar: Customer Automation With Data Cloud and the Salesforce Platform

In this behind-the-scenes webinar, you'll discover how Salesforce transformed its Customer 360, Marketing, and Sales Automations with the power of Data Cloud, Agentforce, and automation.

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Why Asset Service Management Matters in Field Service

Think about the impact of not having visibility and control over your field service assets. Without the right processes, you face rising costs, inefficiencies, and declining performance. You also risk...

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From Hours to Minutes: JPW Industries’ Order Processing Transformation with...

At JPW Industries, customer satisfaction is an integral part of the company culture. As a prominent leader in woodworking and metalworking tools, JPW firmly believes its success is rooted in customer...

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5 Ways to Accelerate and Perfect Your Campaign Creation with Agentforce

Campaign creation has traditionally been a time-consuming manual process. First, you need to plan your marketing brief, then make the campaign object, and then build out the assets in your campaign,...

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Attract More Customers to Your Small Business with AI

For any small and medium-sized business (SMB), attracting customers is similar to plants needing sunlight for growth. It isn’t just about sales — it’s about consistent nurturing. According to the...

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How We Built a Text-To-SQL AI Agent to Get Instant Answers From Our Data

If you’ve worked with data products in the world before AI data analysis, you know the drill: a project manager or analyst has an important question, but getting the answer means using Structured...

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3 Tips to Set Up Your AI Agent for Better Performance

When you need help, you want answers fast — no endless searching or waiting. An AI agent that’s set up with the right knowledge is perfect for the job.  In October 2024, we launched Agentforce on Help...

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Salesforce Connections 2025: Your 5-Minute Guide

We’re experiencing what might be the most game-changing innovation of our careers: AI agents. The technology will revolutionize the way businesses interact with customers, but marketers need to...

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The Future of Commerce: Unified and Augmented by AI Agents

The first ever online purchase took place in 1994 (fun fact: it was a Sting CD). This simple transaction was the first spark of what would eventually turn into the multi-trillion dollar ecommerce...

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Alright, Alright, Alright — How to Do Proactive Maintenance Right with...

Imagine servicing your customers’ appliances before anything goes wrong — no frantic phone calls, no unexpected breakdowns, and no neighbors joking about who still has A/C while the other sweats it...

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8 Questions to Build Your First Agentforce Use Case

Thinking about integrating Agentforce into your business? Smart move—it’s a game changer! But before you dive in, you need a solid approach to ensure Agentforce truly works for your team and...

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Agentforce: 4 Tips to Get Started

What if every customer interaction felt effortless? Smarter, faster, and more personal? That’s exactly what AI-powered agents like Agentforce are designed to do. They handle the repetitive stuff so...

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Let’s Talk About Tariffs and How to Protect Your Profit Margins

First things first: How are you doing? Are you taking care of yourself and drinking enough water? Before we dive in, we want to acknowledge the moment. If you run a business or you’re at the helm of...

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Four Ways to Get Your CRM Ready for AI-Driven Customer Service

Like many sports fans, I get excited about the Big Game — but not just because it’s a fun showdown. It’s FanDuel’s biggest event of the year, with millions of users driving a massive surge in...

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4 Steps to Evolving Your Service Strategy with AI Agents

The goalposts in customer service are always shifting. As technology advances, what was “great” yesterday is simply “good” today. To stay ahead, your service strategy must evolve — and that’s where...

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How Cloud23 Used Agentforce to Build the Perfect AI CRO

Almost every small or medium business (SMB) could benefit from a Chief Revenue Officer (CRO), but few can realistically justify the cost of hiring one. CROs are high-value executives who deliver big...

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How Agentic Marketing Automation Will Bring a New Era of Efficiency

Better, faster, and cheaper. Marketing leaders’ goals haven’t changed, but they’re now being driven by the surge of AI and agents. They aren’t being asked to do new things – they’re evaluating whether...

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Why Is It So Hard To Get Work Done?

Employees crave order. We’ve heard this firsthand from our global customers. Instead of forcing people to leave their workspace and hunt down answers, why not deliver an experience where AI brings them...

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How Cloud Technology is Helping Expand Business (2025)

Small and medium-sized businesses (SMBs) are like plants — they need nurturing, care, and attention. You want them to grow big and strong. Scalability is like giving your plant the right tools to...

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Bridging the Digital Divide: AI’s Role in Business Growth

Not every business is keeping up with digital advancements, and the gap between those who do and those who don’t is growing. This is called the digital divide. Small and medium businesses (SMBs) like...

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