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Access Global Group Summit Consulting Blog

The latest Salesforce, Data & AI news, product updates, tips and how to guides. Presented by your Salesforce Summit Consulting Partner experts, Access Global Group.

Featured Summit Blog Posts

From Advocacy to Action: Kara Hughes Dedication to the Leukemia & Lymphoma Society

From Advocacy to Action: Kara Hughes Dedication to the Leukemia & Lymphoma Society

Access Global Group is proud to highlight Kara Hughes’ dedication to the Leukemia & Lymphoma Society (LLS). As a member of the Newly Diagnosed Cancer Counsel Team, Kara provides invaluable support, guidance, and compassion to individuals facing a new cancer diagnosis. Her commitment reflects both a personal mission and the shared values of Access Global Group.

From Advocacy to Action: Kara Hughes Dedication to the Leukemia & Lymphoma Society

Access Global Group is proud to highlight Kara Hughes’ dedication to the Leukemia & Lymphoma Society (LLS). As a member of the Newly Diagnosed Cancer Counsel Team, Kara provides invaluable support, guidance, and compassion to individuals facing a new cancer diagnosis. Her commitment reflects both a personal mission and the shared values of Access Global Group.

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Digital Governance Decoded: Public Sector Solutions vs. Standard Salesforce

Digital Governance Decoded: Public Sector Solutions vs. Standard Salesforce

Government agencies are feeling the pressure to modernize operations, improve citizen services, and keep up with evolving regulations. However, the adoption of government tech solutions has been slow, hindered by fragmented systems, outdated infrastructure, complex compliance requirements, security concerns, and tight budgets. Since 2017, Salesforce has secured over 1,400 government contracts

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Staff Spotlight Series: Mohit Kumar

Staff Spotlight Series: Mohit Kumar

Since joining in March 2021, Mohit Kumar has played a key role in enhancing AGG’s Salesforce solutions. As a Lead Salesforce Developer, he has been instrumental in creating products like Access QuickBooks and Access Docs—solutions that simplify operations for various clients. Driven by a passion for learning and technical excellence, Mohit’s work reflects AGG’s commitment to innovation and client success.

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Maximizing Cross-Selling in Financial Services with Agentforce and AI-Driven Insights

Maximizing Cross-Selling in Financial Services with Agentforce and AI-Driven Insights

For years, managing money has been as quick as a tap on a screen. Customers check balances while waiting in line for coffee, transfer funds between meetings, and apply for loans from their couches. But while digital banking has become second nature, banks are still catching up with how they engage customers. The decrease in physical branch visits and the increase in mobile banking presents banks with an interesting challenge.

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All Summit Blog Posts

The Future of Financial Relationships: Agentforce & AI in Client Retention

The Future of Financial Relationships: Agentforce & AI in Client Retention

Financial institutions often fail because their traditional data analysis methods and reactive service models fail to surface actionable insights about client satisfaction until it’s too late. This leaves relationship managers unable to deliver the personalized, proactive engagement needed to retain their most valuable clients.

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Seventeen Years of Innovation: Celebrating Access Global Group’s Journey

Seventeen Years of Innovation: Celebrating Access Global Group’s Journey

With over 17 years of specialized experience in financial services, we’re more than just a Salesforce implementation partner – we’re data architecture experts who transform how organizations leverage their technology investments. Our platinum-rated solutions on AppExchange and G2 reflect our commitment to excellence,

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Staff Spotlight Series: Durgesh Kumar

Staff Spotlight Series: Durgesh Kumar

Behind every successful digital transformation at Access Global Group (AGG) is a team of dedicated professionals who bring expertise, creativity, and an unwavering commitment to excellence. This month, we’re proud to spotlight Durgesh Kumar, a key architect of some of our most impactful digital solutions. Since joining AGG in May 2021, Durgesh has exemplified a commitment to excellence in technology consulting

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Kesem: Empowering Children Through Compassion and Community

Kesem: Empowering Children Through Compassion and Community

For most, childhood is a time filled with laughter, sleepovers, and skinned knees; a time when the biggest worry is often whether or not you’ll get a good grade on that upcoming math test. But for others, childhood becomes a journey where young hearts must shoulder one of life’s heaviest burdens: a parent’s cancer diagnosis. In this landscape of uncertainty emerges Kesem, a touchstone of hope and healing for children navigating the turbulent waters of a parent’s cancer journey.

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How DC Streamlined Software Releases with Salesforce Automation

How DC Streamlined Software Releases with Salesforce Automation

In the heart of our nation’s capital, software changes do more than just update systems—they can directly impact the delivery of essential services to millions. The District of Columbia (DC) faced a critical challenge: managing complex software updates across multiple agencies while maintaining strict compliance standards and public accountability. Manual processes were no longer sufficient for the scale and complexity of their operations.

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What’s the Difference Between Agentforce and Einstein GPT?

What’s the Difference Between Agentforce and Einstein GPT?

In March 2023, Salesforce unveiled Einstein GPT, a groundbreaking AI tool that generates auto-created content directly within the Salesforce platform—no extra tabs or software needed. By seamlessly merging public and private AI models with CRM data, Einstein GPT responds to simple natural language prompts, continuously updating its output to match real-time changes in customer information. The result? Less time spent on manual content creation and more time

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Next-Gen Governance: Transforming Public Service with Salesforce

Next-Gen Governance: Transforming Public Service with Salesforce

Today’s public sector organizations find themselves at a digital crossroads. With rapid advancements like AI reshaping the world, these organizations must pursue comprehensive digital transformation strategies to meet the rising demands of the public they serve. According to recent articles, government agencies worldwide are embracing digital transformation to not only modernize public service delivery but also for the added benefit of enhanced efficiency, effectiveness,

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The Single Secret to Agentforce Success

The Single Secret to Agentforce Success

The innovation of humankind knows no bounds; spanning a millennia and touching nearly every aspect of life, we’ve accomplished some pretty remarkable feats. From the first general-purpose electronic computer to the dawn of the internet–and beyond–humans have and continue to journey beyond what was previously known to be possible. Such is the case for the minds at Salesforce, who, for the last 25 years have pushed the envelope of innovation

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How Salesforce Consultants Fill Gaps in the Insurance Industry.

How Salesforce Consultants Fill Gaps in the Insurance Industry.

In today’s fast-paced, technology-driven world, time is more precious than ever. Insurance customers, like consumers across all industries, expect intuitive technology, immediate answers, and seamless interactions. The days of long wait times, fragmented systems, and disjointed customer experiences are over. With the rise of AI, data-driven tools, and rapid market evolution, insurers must adopt customer-centric strategies to stay competitive and future

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Connecting Care: How Salesforce Transformed Massachusetts Health

Connecting Care: How Salesforce Transformed Massachusetts Health

Working within the public sector can often feel like a delicate balancing act atop a highwire–especially when it comes to the intricacies of digital transformation. These organizations are met with unique pressures not faced by private sector organizations: they must provide high-quality services to residents while operating within tight budget constraints, navigate isolated systems, and adhere to strict compliance requirements. The MassHealth team found themselves

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Top 5 Salesforce Certifications for Beginners

Top 5 Salesforce Certifications for Beginners

Salesforce continues to dominate as one of the most sought-after skill sets globally, with over 72,000 employees worldwide and millions more throughout the Salesforce ecosystem. Serving as the engine of innovation, AI is projected to drive Salesforce to record-breaking heights in the coming years. An IDC research report reveals that job growth is at an all-time high with the projection that over 11.6 million will be created during the 2022-2028 period

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