One common challenge Salesforce CPQ users face is the Additional Discount field in the Quote Line Editor. This field accepts either a percentage or a dollar amount, yet many organizations base their approval rules on percentage discounts off the product’s list price. If a sales rep enters a dollar amount instead, the approval process can break down.

At Eigen X, we’re always on the lookout for innovative solutions that help our clients work smarter and faster. During a recent session with the team at 1440, we explored a powerful suite of Salesforce-native products designed to help organizations save time, reduce operational silos, and deliver seamless customer experiences. Here's what we learned—and why it matters for your business. 

At Eigen X, we’re always on the lookout for tools that can streamline digital transformation for our public sector, nonprofit, and higher ed clients. During a recent Lunch & Learn session, Dylan Dunn, Account Executive at Blackthorn, gave our team an in-depth look at how Blackthorn's native Salesforce applications are changing the game for events, payments, compliance, and SMS communication—all while keeping everything inside Salesforce.

At Eigen X, we’re always focused on delivering scalable, secure, and user-friendly solutions to help our clients get the most out of their Salesforce investments. One of the tools that consistently supports that mission is FormAssembly, and our long-standing partnership with them continues to create value across industries.

Sessions we’re excited to attend at the Agentforce DC World Tour 2026!

In today’s data-driven world, ensuring the security and compliance of your Salesforce environment is more important than ever. That’s why our recent Lunch & Learn focused on Salesforce Shield—a powerful security add-on suite designed to give organizations enhanced protection, visibility, and control over their data.

In today’s rapidly evolving digital landscape, public sector agencies are under more pressure than ever to deliver fast, efficient, and personalized services. Whether it’s managing benefits, licensing, grants, or regulatory compliance, the need for modern, scalable solutions is critical. That’s where Salesforce Public Sector Solutions (PSS) comes in.

In today’s fast-moving digital environment, public sector organizations are under increasing pressure to streamline operations, enhance service delivery, and meet ever-evolving compliance standards. At Eigen X, we’re helping government agencies meet those demands by combining agile delivery with best-in-class technology platforms like Salesforce and airSlate. 

Salesforce has introduced a new security capability that allows organizations to encrypt the entire transactional database at rest with the Winter ‘26 Release. This is a significant update because it provides an additional, simpler path to protect sensitive information without the configuration and complexity traditionally associated with field-level encryption.

If you’re evaluating how to modernize pricing, quoting, and revenue operations, it’s important to understand the distinctions between Salesforce CPQ and Revenue Cloud.

AI is transforming Salesforce development, but it can’t replace senior consulting expertise. Learn why experience, context, and scalability matter more than ever in an AI-driven Salesforce world.

Salesforce has officially announced the upcoming end of support for Workflow Rules and Process Builder. While these tools have been foundational for many orgs, Salesforce is fully transitioning automation to Flow, the platform’s modern and more powerful automation engine.

OpenAI’s Codex is quickly becoming a valuable tool for anyone working in the Salesforce ecosystem whether you're a consultant, developer, or even an admin looking to build your coding skills. At its core, Codex is an AI-powered assistant that helps you understand and write code faster and more efficiently. This is especially useful in Salesforce projects, where it’s common to work with complex orgs filled with legacy Apex code, custom objects, and layers of automation.

Salesforce CPQ (Configure, Price, Quote) and DocuSign are two powerful platforms that, when integrated, can transform your sales workflow. Together, they enable faster, more accurate quoting, seamless electronic signatures, and secure handling of sensitive customer information.

During my internship at Eigen X, one of the most exciting tools I got to work with was Agentforce, Salesforce’s new AI-powered framework for building digital support agents. Like most people, I found the idea of learning AI a little intimidating at first, especially as someone still getting comfortable with the Salesforce ecosystem. But once I got into it, I realized how approachable and well-structured the platform really is.

At Eigen X, we don’t just implement technology, we transform how organizations connect with their clients. A recent success story involves helping a legal services client move from very custom Salesforce legacy live chat system built using Visual force pages, which is slated for retirement in coming years from Salesforce to Salesforce Messaging for Web, delivering a modern, scalable, and compliance-aware solution.

Salesforce Connections is one of the most forward-looking events on the calendar, and this year’s focus on AI, data, and real-world marketing execution has made us especially excited. Three of us from the Eigen X team will be heading to Chicago to dive into everything from agentic marketing to data compliance in healthcare and insurance.

If you are an architect or aspiring architect looking for summer 25 features that will help you organize from an architect’s perspective, this will help you identify the features from a well-architected framework (EAT) and prevent problems.