Скачать или смотреть What Finance and Mortgage Teams Need Beyond Einstein and Agentforce in Salesforce

What does intelligence really cost in mortgage teams?

As finance and mortgage organizations adopt AI inside Salesforce, many are discovering that intelligence is becoming more expensive, more rigid, and harder to scale - especially in regulated, high-stakes environments. Licenses grow, costs rise, and clarity doesn’t always follow.

This video explores a different perspective.

Instead of focusing on features or tools, we ask a more fundamental question:
👉 Are mortgage teams paying too much - for too little intelligence?

Developed collaboratively by Trailblazing With Salesforce and Sohotec, this initiative brings together deep Salesforce platform expertise and real-world experience in finance and mortgage operations. The goal is to rethink how intelligence should work inside Salesforce—prioritizing context, decision quality, compliance, and sustainable economics.

This is not a product walkthrough.
It’s a teaser for a new way of thinking.

📅 Launching January 1, 2026

If you work in:
• Mortgage or lending operations
• Financial services
• Salesforce consulting, architecture, or leadership

…this conversation is for you.

📩 Get in touch
Harshit Gupta – Trailblazing With Salesforce
📧 [email protected]

Jim St. Gemme – Sohotec
📧 [email protected]