Insights Archives - Ziipline - Unlocking Outcomes on Salesforce

Insights

Pictet Asset Management is working with Ziipline to introduce Salesforce Agentforce, using AI to capture client insights, support global sales teams and strengthen relationship-driven sales.

Pictet : Reshaping Sales Effectiveness in Asset Management

Pictet Asset Management is working with...

06/03/2026

Insights

Salesforce Spring ’26 brings important platform updates, AI expansion and automation improvements. In this practical session, Keir Bowden and Stuart Barber focus on what actually needs planning and what can wait.

Salesforce Spring ’26 Release On Demand

Salesforce Spring ’26 brings important p...

17/02/2026

Insights

Ziipline is pleased to announce our partnership with SimCorp, a global leader in investment management software trusted by asset managers around the world.

SimCorp and Ziipline Announce Strategic Partnership to Transform Commercial Operations

Ziipline is pleased to announce our part...

12/02/2026

Insights

We are hosting a Salesforce Spring Release webinar on 12 Feb at 4pm GMT, exploring what’s new in the upcoming release.

Top Tips for Spring ‘26

We are hosting a Salesforce Spring Relea...

05/02/2026

Insights

RAG in Salesforce often works flawlessly in demos but struggles in production, and this article explores how a structured, Salesforce-native testing approach using LLM-as-a-Judge metrics helps teams build reliable, high-trust GenAI systems.

An Approach to Testing RAG in Salesforce

RAG in Salesforce often works flawlessly...

03/09/2025

Insights

Why every successful Salesforce transformation starts (and ends) with people, not just platforms.

Change Isn’t the Problem. We Are

Why every successful Salesforce transfor...

15/08/2025

Insights

A look at how silent customer churn hides the real issues and why creating a clearer complaints process helps organisations uncover what’s going wrong and address it before trust is lost.

Don’t Avoid Complaints. Invite Them

A look at how silent customer churn hide...

13/06/2025

Insights

Discover how AI is changing Salesforce testing and why teams using it are catching bugs sooner, moving faster and delivering far more reliable releases.

Smarter, Faster Salesforce Testing with AI

Discover how AI is changing Salesforce t...

22/05/2025

Insights

Toshna's first-hand experience of starting out as a graduate consultant at Ziipline, learning the ropes, finding support and building confidence in a new career.

From Grad to Consultant: My First Months at Ziipline

Toshna's first-hand experience of starti...

05/05/2025

Insights

A reflection on how shifting from pure Salesforce development to understanding the business context transformed a career and strengthened the ability to deliver meaningful solutions.

The Best of Both Worlds: Growing as a Salesforce Professional with Technical and Functional Expertise

A reflection on how shifting from pure S...

17/04/2025

Content

Fresh insights from Ziipline.

Pictet : Reshaping Sales Effectiveness in Asset Management

Salesforce Spring ’26 Release On Demand

SimCorp and Ziipline Announce Strategic Partnership to Transform Commercial Operations

Top Tips for Spring ‘26

An Approach to Testing RAG in Salesforce

Change Isn’t the Problem. We Are

Don’t Avoid Complaints. Invite Them

Smarter, Faster Salesforce Testing with AI

From Grad to Consultant: My First Months at Ziipline

The Best of Both Worlds: Growing as a Salesforce Professional with Technical and Functional Expertise