Passage Technology Blog

Have you ever stared at your Salesforce^® org, scratching your head over a jumble of phone numbers that look like they came from different planets? One's got parentheses, another's dashed like a secret code, and some might have non-numerical notes for extensions and such. If this sounds familiar, you're not alone.

Having to engage in an audit of any kind is not usually seen as one life’s most enjoyable activities. Some audits (like tax audits) can be especially frightening, but as a general rule doing any type of audit, at minimum, can be a chore. Auditing the quality of your Salesforce^® data is no exception to this general rule.

Eliminating Data Silos, Connecting, and Organizing Data for AI

Managing data is becoming increasingly complex, and when you add AI to the mix, it adds another layer of complexity.

When we think of productivity, we usually think of making the most of our time, but there's more to it. 

Duplicate records in the Salesforce^® platform can create significant challenges for a business, impacting efficiency, decision-making, and customer relationships. When AI tools, such as Agentforce or other solutions, are integrated for customer acquisition and support, these issues can be amplified.

Salesforce Data Cloud Preparation Tools and Resources

The first step in Agentforce implementation is improving data and records across the platform—before AI begins its work.

Without that commitment, users may not achieve, initiatives may fail, and the Admin may need to answer some difficult questions. With it, possibilities open up for the business and the Admin’s career—here’s how.

This issue features strategies and tips for getting more out of your Salesforce®, plus our latest app updates and customer story.

This issue features strategies and tips for getting more out of your Salesforce®, plus our latest app updates and customer story!