Salesforce Blogs & Agentforce Guides

Salesforce has elevated contact management with the Contact Intelligence View, a powerful feature

Salesforce has introduced the Lead Intelligence View to help sales teams efficiently identify

Salesforce Pipeline Inspection is a powerful sales management feature designed to give sales teams

Step-by-step instructions to enable Agentforce in your Salesforce org, configure Einstein settings, and activate your first AI agent. Spring 2026.

What an Unlocked Package is, when to use one, and how to create and deploy it with second-generation packaging for trackable org changes.

Step-by-step guide to setting up Agentforce Sales Coach in Salesforce, so reps get AI-driven practice sessions and feedback on live deals

Complete guide to configuring the Agentforce SDR agent for outbound sales: topic setup, email integration, lead qualification logic, and testing.

Salesforce Code Analyzer is a command-line tool (built on Node.js) that helps analyze

How to use the Interest Tags Browse Modal and Tag Category Hierarchy in Financial Services Cloud to search, assign, and filter client interests.

In this blog, you will learn how to effectively work with Interest Tags

How to add the Interest Tags component to record pages in Financial Services Cloud so advisors manage client interests inside the profile.

How to configure and manage Interest Tags in Financial Services Cloud so client engagement is structured, personalized, and searchable.

How to set up Interest Tags in Financial Services Cloud to capture client interests, needs, and prospecting opportunities on the record.

How to expire obsolete Life Events or Business Milestones in Financial Services Cloud and associate an event with an Opportunity.

How to configure Contextual Actions for Events and Milestones in Financial Services Cloud so advisors act directly from a client life event.

How to personalize Events and Milestones in Financial Services Cloud with custom icons and compact layouts for clearer event details.

How to configure Business Milestones and hide sensitive Life Event types in Financial Services Cloud's Events and Milestones component.

How to add the Events and Milestones component to a Financial Services Cloud page layout so client events show directly on Person Accounts.

How Events and Milestones in Financial Services Cloud help advisors track life events and build more personalized client relationships.

How to add a new ARC Relationship Graph to a Person Account in Financial Services Cloud, using the Rachel Adams sample record as the walkthrough.