by JNel Wright | Aug 27, 2026 | Admin, Salesforce Billing, Salesforce CPQ
This is Part 3 of a three-part series on the Agentforce Kill Switch Accelerator. In previous articles, we pointed out the risks of finance being your first alert to billing. Then we highlighted the value of closed-loop governance. By this point in the series, the...
by JNel Wright | Jul 21, 2026 | Admin, Financial Services, Uncategorized
Key Takeaways 1. The implementation partner has a bigger impact than the platform itself. Selecting Revenue Cloud Advanced is only the beginning. The long-term success of the project depends on the partner responsible for architecture, data design, integrations,...
by JNel Wright | Jul 16, 2026 | Admin, Financial Services
KEY TAKEAWAYS An AI readiness assessment roadmap follows 4 phases for effective Agentforce Revenue Cloud implementation. With the pace of go-to-market, it’s tempting to jump straight to the AI layer before the revenue data is ready to support it. The gap between...
by JNel Wright | Jul 9, 2026 | Admin
Everyone wants the Agentic Enterprise. Few are honest about why the results don’t match the ambition. According to Gartner, only 48% of digital initiatives meet or exceed their business outcome targets. After working through dozens of enterprise Salesforce...
by JNel Wright | Jul 7, 2026 | Admin, CPQ
Salesforce stopped selling CPQ in March 2025. For most financial services firms, that news landed somewhere between “we should look into this” and “let’s revisit next quarter.” That instinct is understandable and expensive. The longer...
