Decoding Salesforce Financial Services Cloud with Shell Black

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T.A.G.S (The Abhinav Gupta Show)

Abhinav Gupta

14 episodes

1 week ago

We aim to have hyper-focused, high-value conversations on Salesforce with guests from diverse backgrounds and geographies. Conversations that inspire a wider community with a range of ideas from Trailblazers coming from diverse backgrounds.

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Decoding Salesforce Financial Services Cloud with Shell Black

T.A.G.S (The Abhinav Gupta Show)

58 minutes 9 seconds

1 month ago

Decoding Salesforce Financial Services Cloud with Shell Black

In this conversation, Shell Black shares his extensive journey in the Salesforce ecosystem, highlighting the evolution of Financial Services Cloud and the importance of specialization in consulting.

He discusses the challenges faced by smaller Registered Investment Advisors (RIAs) and the growing significance of AI in wealth management.

Shell emphasizes the need for effective people selection in leadership and the value of community connections fostered through events like Dreamforce.