Resource Library
Transforming Government Services with Salesforce Public Sector Solutions (PSS)
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.
Digitizing the Public Sector: How Eigen X and airSlate Are Modernizing Government Workflows
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.
A New Way to Protect Your Data: Understanding Salesforce’s Database-Level Encryption
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.
Revenue Cloud vs. CPQ: Key Differences
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.
🤖 The AI Revolution Needs Senior Experience
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.
Preparing for the End of Support for Workflow Rules and Process Builder
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.
Using Open AI Codex for Faster and Smarter Salesforce Development
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.
Integrating Salesforce CPQ+ with DocuSign for Secure, Streamlined Sales Processes
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.
Learning Agentforce as an Intern: Exploring Salesforce’s AI Support Tool
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.
Transforming Client Engagement: How Eigen X Modernized Messaging for Web for a Legal Services Client
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 2025: What We’re Looking Forward To
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.
Design with Confidence: Summer ’25 Features That Save Time, Strengthen Security, and Stop Problems Before They Start
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.
Last Chance: Join Top Salesforce BAs & Architects Tomorrow for Breakthrough AI Strategies (May 28th Virtual)
The AI for Salesforce BAs Conference isn’t just another webinar, it’s a strategic learning experience crafted for Salesforce Business Analysts, Admins, and Architects who are ready to embrace the future. In a world where AI is reshaping how we gather requirements, map processes, and deliver business value, this event helps you move from uncertainty to action.
Salesforce World Tour NY: Must Attend Sessions!
Salesforce World Tour is a global event series in leading cities around the world and streaming live on Salesforce+. Attendees will experience the latest Salesforce innovations, connect with experts, and network with local industry peers. Eigen X is eager to attend. We’ve asked our attendees which session they’re looking forward to the most; see our responses below!
Conquer Salesforce Story Gaps with Well Architected Technical Input
In every Salesforce CRM implementation, there’s often a disconnect between what’s described in an agile story and what actually needs to be built. User stories may capture the “what” and “why,” but the “how”—particularly the technical specifics—tends to be assumed, fragmented, or skipped altogether. This leads to missed scope, inaccurate estimates, and painful rework.
The Top Three Priorities for Federal CIOs in 2025: Navigating Budget Cuts with Generative AI
The federal government is at a turning point. With budget reductions, workforce downsizing and an increasing demand for digital services, federal CIOs face an urgent need to optimize operations while maintaining mission-critical functions. Generative AI (GenAI) presents a strategic opportunity—not just for cost savings, but for enhancing service delivery, streamlining workflows, and mitigating the risks of talent shortages. In this era of fiscal constraints and technological evolution, CIOs must prioritize three key areas to harness the power of GenAI effectively.
Tableau Conference Sessions Eigen X is Excited For!
Tableau Conference is back in San Diego for 2025! Whether you are just getting started or a self-proclaimed Tableau expert, there are over 450 sessions guaranteed to have something for everyone. Just like last year, we have put together a list of must attend sessions to save you time going through them all. Each phenotype's schedule was designed with limited to no conflicts so you can attend every session under that skill level.
Must Attend Sessions and Salesforce World Tour DC
Salesforce World Tour is coming to Washington, D.C., on March 19, 2025, at the Walter E. Washington Convention Center. This event will bring together industry leaders, Salesforce experts, and innovators to explore the latest advancements in AI-driven, agent-first technology. Attendees can participate in over 120 expert-led sessions, demos, and hands-on trainings to learn how Agentforce can modernize operations and enhance efficiency across various sectors. Eigen X is thrilled to join this dynamic event and connect with professionals eager to transform their businesses through innovative Salesforce solutions.