Blogs

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July 7, 2026
How to Read and Summarize Salesforce Files in Claude Using a Custom MCP Server

Learn how Claude can summarize Salesforce Files using a custom MCP Server, Apex action, and secure Salesforce authentication without manual downloads.

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Claude
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June 30, 2026
How AI Gives Salesforce ISVs a Complete Customer View in One Conversation

Learn how Salesforce ISVs can connect CRM, Snowflake AppAnalytics, Claude AI and MCP to improve customer health, renewals and product adoption.

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Claude
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June 24, 2026
How InstallWizard Agent Puts the Right Installation Step in Every User’s Hands - Instantly

See how InstallWizard Agent uses Data Cloud and Prompt Builder to search your installation guides and deliver instant, step-by-step setup and troubleshooting help.

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Agentforce
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June 23, 2026
How AI Instructor Q&A Support Agent Frees Your Support Team From Repetitive Queries

See how the AI Instructor Q&A Support Agent uses Data Cloud and Prompt Builder to give instructors instant answers on course processes and system usage.

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Artificial Intelligence
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June 19, 2026
Media Manager Spring ’26: External Storage Integration with Amazon S3 is Coming

Explore how Media Manager Spring ’26 brings Amazon S3 Salesforce integration, enabling teams to access, organize, preview, and manage external files from Salesforce.

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Media Manager
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Release Notes
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June 17, 2026
How ConversationAction Agent Turns Voice Notes into Summaries, Tasks, and Follow-Up Actions - Automatically

See how ConversationAction Agent uses Agentforce Actions to process voice notes, generate meeting summaries, create tasks, and trigger follow-up actions automatically — no manual effort.

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Agentforce
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June 15, 2026
AGrid Spring ’26: Salesforce Grid Control Is Here!

Explore AGrid Spring ’26 with Split View, collision control, child filters, lookup filters, action refresh control, and Dev Component support for teams.

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AGrid
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Release Notes
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June 11, 2026
How Tech Scorecard Turns Scattered Technician Data Into Actionable Performance Intelligence

See how Tech Scorecard uses Prompt Builder to consolidate technician data across Salesforce objects into clear performance scorecards — productivity, delays, and trends in one view.

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Artificial Intelligence
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June 9, 2026
How AI-Powered Quote Retrieval Is Giving Sales Teams Instant Access to Their Best Deals

See how Quote Agent uses Data Cloud vector search and Prompt Builder to instantly surface the 3 most relevant past quotes — so sales teams close faster with confidence.

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Artificial Intelligence
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Data Cloud
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June 5, 2026
How Claude Turns Disconnected Customer Data Into Customer Intelligence

See how Claude uses MCP to connect Salesforce, Snowflake and Outlook data into one customer intelligence view for renewals, risks and expansion signals.

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Claude
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