Convert a lead and create an account
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Discover how Salesforce AI Agentforce can transform your sales process by providing instant, clear summaries of your client accounts. This quick training video shows you how to save time and work smarter by getting a concise overview of your client's history, opportunities, recent interactions, and
Discover how AI Agentforce in Salesforce can transform the way you prepare for client meetings! This quick training shows you how to effortlessly summarize multiple visit reports for any account in seconds. Instead of manually opening each report, simply use Agentforce to scan and analyze all releva
In this training video, you'll learn how to create a sample request in Salesforce, providing a smooth and independent alternative to the traditional SAP process. Starting from your Salesforce dashboard, we guide you step-by-step through navigating to an opportunity, selecting products, and creating
