Blogs

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May 16, 2026
How Claude Snowflake MCP Turns Salesforce ISV Product Usage Data Into Customer Intelligence

Discover how Claude Snowflake MCP connects Snowflake with Salesforce ISV product usage data to deliver customer intelligence through secure, governed insights.

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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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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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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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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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May 7, 2026
Claude AI CRM Integration: How Salesforce MCP Enables Secure Access

Learn how to enable a Claude CRM integration and bring Salesforce CRM context into Claude securely through MCP, OAuth, and user-level permissions.

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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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April 29, 2026
A Guide 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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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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April 16, 2026
Eliminate CRM Navigation Fatigue: How Agentforce Delivers Instant Territory Visibility Through Conversation

Improve CRM user adoption with Softsquare’s Agentforce conversational CRM. Get instant territory visibility, reduce navigation time, and boost sales productivity.

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