Agentforce Quoting: How to Turn Meeting Notes into a Quote with One Prompt
With the Finblick AI Agent for Quoting, you can create a complete quote from your meeting notes with a single prompt – ...
Accounting in Salesforce | Finblick Blog
On our blog, we share practical insights on Salesforce – with a strong focus on accounting and invoicing in Salesforce, automated financial processes, and compliance topics such as e-invoicing. We also cover best practices and knowledge around our accounting software for Salesforce: Finblick.
E-Invoices in Salesforce – What are ZUGFeRD & XInvoice?
E-invoice, XRechnung (XInvoice)*, XML invoice, PDF invoices, and … ZUGFeRD? E-invoicing is currently a hot topic in Germany....
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Global Discounts and Surcharges in Salesforce | Finblick Update
Finblick introduces a new feature: global discounts and surcharges directly in Salesforce. It is ideal for SMEs working with ...
PDF Butler & Conga for Creating E-Invoices
German companies that generate invoices directly from Salesforce are increasingly asking whether PDF Butler can generate ...
How Companies Can Automate and Simplify Their Quoting Process in Salesforce
In Salesforce, you can create quotes directly from Opportunities — no external tools needed. For many teams, that’s ...
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