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Salesfive Insights

Here, our experts regularly share their practical knowledge on Salesforce solutions, strategy, artificial intelligence, integration and digital transformation.

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Insights

In Focus

A woman and a man are using Salesforce Marketing Cloud Next on a tablet.

Salesforce Marketing Cloud Next: Are You Ready?

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RTL flags in front of the office building.
Artificial Intelligence

RTL+ in an Interview: Using AI to Create a Streaming Buddy and a Personalized Customer Experience

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Two people sitting in a modern office, talking over a laptop. Symbolic image for connected customer experiences with Salesforce Headless 360.
Artificial Intelligence

Headless 360: How Salesforce Is Becoming AI Infrastructure

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Blog

Knowledge that helps you advance

The team discusses how Celonis Process Mining helps uncover process inefficiencies, optimize workflows, and maximize the value of Salesforce data
Artificial Intelligence

Process Mining with Celonis and Salesforce

Companies face significant pressure to keep processes as efficient and productive as possible. CRM systems such as Salesforce provide valuable leverage, as does process mining with Celonis. Together, they unlock untapped potential.

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Colleagues sit together in the office, each focused on her laptop as they explore MuleSoft

MuleSoft: The Key Technology for Seamless Salesforce Integration

Reliable system integration is crucial for the success of digital business processes. Why is MuleSoft the ideal choice, and how do companies benefit from scalable data networking?

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Colleagues at a table in the office discussing the development of a CRM strategy.

Develop a CRM Strategy in Four Steps

How do I find the right CRM strategy and what does it involve? We answer the most important questions about CRM strategy development.

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A man is sitting in an office at his computer, learning what a CRM system is.

What Is CRM: Meaning and Definition

CRM helps companies strategically organize customer data, processes, and communication. We show you what daily work with CRM looks like and what added value a CRM system offers.

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A person is working on a laptop and using DocXpert for automated document generation

DocXpert: Automated document generation in Salesforce

With DocXpert, companies automate document creation without media disruptions directly in Salesforce. This creates consistent processes and frees up capacity for value-adding tasks.

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A Man in an office looks at his laptop to explore everything important about Agentforce
Artificial Intelligence

Agentforce – Everything You Need to Know about Costs, Tools and Integrations

What makes Agentforce so special? How do you build an AI agent? How can they be integrated into other systems? And above all: How much does Agentforce cost?

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Two Salesfive employees are reading the Data 360 glossary on a tablet.
Artificial Intelligence

The Salesforce Data 360 Glossary: Key Terms and Features

The Salesforce Data 360 glossary provides a detailed overview of all key terms and features. Learn how the Customer Data Platform integrates customer data.

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A blue machine in the automotive industry uses predictive maintenance.
Artificial Intelligence

Predictive Maintenance in the Automotive Industry: How AI Prevents Machine Failures

Unplanned downtime costs the automotive industry millions. How Predictive Maintenance with Agentforce for Manufacturing replaces reactive maintenance with data-driven decisions – and what companies need to put in place to get ready.

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Salesfive employee uses Data 360 and AI.
Artificial Intelligence

Data 360 and Agentforce: AI-Driven Decisions with Salesforce

Salesforce’s Data Cloud and AI capabilities help your company make the most of data, automate processes, and personalize customer experiences.

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Warehouse Team Members Checking Data

Consumer Goods Cloud and SAP: How Integrated Processes Empower Field Sales

Without proper integration, field teams work with outdated prices, incomplete product data and manual workarounds. We show how connecting Salesforce Consumer Goods Cloud and SAP improves retail execution and which integration patterns prove effective in practice.

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Two people sitting in a modern office, talking over a laptop. Symbolic image for connected customer experiences with Salesforce Headless 360.
Artificial Intelligence

Headless 360: How Salesforce Is Becoming AI Infrastructure

With Headless 360, Salesforce evolves from an application into a platform for intelligent automation. AI agents, APIs and MCP tools are reshaping how organisations use the platform – and the value they gain from it.

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Woman on a laptop in front of a large floor-to-ceiling window front
Artificial Intelligence

AI in Salesforce: How to Integrate Artificial Intelligence Into Your Processes

AI in Salesforce goes far beyond chatbots and automated emails. To make effective use of Einstein AI and Agentforce, organisations need clean data, clear objectives and a phased approach to integration.

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