Blogs

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May 19, 2026
Migrate AGrid configurations across Salesforce orgs

AGrid, an enhanced lightning grid and an innovative Salesforce product by Softsquare revolutionizes how users manage their list views and related lists.

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AGrid
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Product Development
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May 16, 2026
How Claude Turns Snowflake Usage Data Into Customer Intelligence

Learn how Claude connects to Snowflake through MCP to turn governed usage data into renewal, adoption and expansion insights for Salesforce ISV teams.

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Claude
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May 14, 2026
Agentforce for Loan Origination: Making Applications Faster and Easier

Learn how Agentforce loan origination helps banks guide applicants, validate information, and improve loan application automation in Salesforce.

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Agentforce
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Salesforce
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May 13, 2026
How Claude Turns Salesforce Context Into Customer Intelligence

See how Claude uses Salesforce MCP to summarize account, opportunity, activity and case data into customer intelligence for renewals, calls and handoffs.

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Claude
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May 12, 2026
Overcoming Salesforce Related List View Limitations with AGrid

Learn how to overcome Salesforce related list view limitations with AGrid by turning related lists into editable, filterable, and action-ready grid views.

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AGrid
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May 8, 2026
Overcoming Salesforce List View Limitations with AGrid

Facing Salesforce list view limitations? Learn how AGrid helps teams manage records with advanced filters, bulk actions, dynamic views, and better data visibility.

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AGrid
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May 7, 2026
How Claude Connects Salesforce MCP Into Secure CRM Access

Learn how Claude connects to Salesforce through MCP using Hosted MCP Servers, OAuth, External Client Apps, and secure user-level CRM permissions.

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Claude
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May 5, 2026
How the Account Insights Agent for Financial Services Cloud Gives Banking Teams a Complete Customer View in Seconds

See how the Account Insights Agent for Financial Services Cloud uses Prompt Builder to consolidate loan, case, income, and transaction data into an instant Account 360 summary.

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Salesforce Financial Cloud
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April 29, 2026
How to Organize Files in Salesforce with Custom Folders

Struggling to organize files in Salesforce? Learn how Media Manager's custom folders solve native file management gaps — for every record, at scale

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Media Manager
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April 20, 2026
Preview Salesforce Files with Media Manager

Preview Salesforce files without leaving the record. Media Manager's Slider, List, and Tile views bring fast, in-context file access to every workflow.

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Media Manager
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