Blogs

This step-by-step guide walks you through installing Salesforce Data Loader and Azul Zulu Java, preparing a CSV file with matching API fields, and importing your records into Salesforce in bulk.

This step-by-step guide shows you how to securely connect Salesforce as an MCP server to Claude AI using OAuth, allowing Claude to safely access and interact with your CRM data in real time.

This blog explains how "Headless 360" allows AI agents to instantly execute tasks in Salesforce—like closing support cases—through simple text prompts instead of requiring users to manually click through multiple screens

This step-by-step guide walks you through setting up essential Salesforce foundation settings—including multi-currency, business hours, holidays, and user accounts—to get your organization ready for daily operations.

This step-by-step guide shows you how to set up an AI holiday autoresponder in Salesforce Agentforce so your customer service can automatically handle holiday inquiries and set clear expectations when your business is closed.

Mapping your lead's touch points (like emails and phone numbers) to specific Contact Point objects in Data 360 ensures the system can accurately merge duplicate records into one perfect, unified customer profile.

This blog explains how a Unified Individual ID combines a customer's scattered data from multiple platforms into a single, accurate profile, making it easier for businesses to personalize marketing, eliminate duplicate records, and boost sales.

Salesforce Data 360’s Identity Resolution uses matching and reconciliation rules to merge duplicate customer records into a single, accurate Unified Individual ID.

This blog explains how Salesforce Data Cloud connects and unifies customer data from different systems—like Salesforce Orgs and Marketing Cloud—into a single, complete view of each person.

Salesforce Data Cloud uses Identity Resolution and AI-driven matching rules to merge duplicate records from multiple platforms into a single, accurate Unified Customer Profile.