YouTube video by Salesforce Ben
10 TIPS for Salesforce Architects (and Everyone Else) To Supercharge Their Careers
Using a decision making checklist can help you identify biases like confirmation bias, where you favor solutions that align with your beliefs, or anchoring biases, where the first piece of information you hear overly influences your decision. #salesforce #salesforcetraining
18.02.2025 03:16 β π 1 π 0 π¬ 0 π 0
Five Steps to Better Adoption of Your Cloud Applications
Here are key things companies need to focus on to make sure that end-users donβt scupper the system and kill your proposed ROI.
The most important item is to communicate clearly to each person using the system whatβs in it for them. Is it getting better results? faster resolutions to problems? Whatever it is, make sure itβs known about. #salesforce #adoption
05.02.2025 14:09 β π 0 π 0 π¬ 0 π 0
YouTube video by Rotive - Brian Hays
Automatically Assign Permission Sets With Salesforce Flow
Learn how to automatically assign permission sets on user creation with Salesforce flow in this week's Automation of the Week! #salesforce #salesforceflow
02.02.2025 14:00 β π 1 π 0 π¬ 0 π 0
YouTube video by CRMTom92
Enhance User Experience with Dynamic Forms
Salesforce Dynamic Forms is a feature that allows users to create highly customizable and dynamic page layouts for record details. It provides a drag-and-drop interface to arrange fields, sections, and components on the page, making it easier to tailor the UI to specific needs. #salesforce
31.01.2025 13:21 β π 1 π 0 π¬ 0 π 0
5 Advanced Flow Concepts for Salesforce Professionals
It should come as no surprise that Flow is my favorite aspect of Salesforceβs offerings. It is a feature that has provided incomparable value for so many admins and functional professionals over the y...
HTTP Callouts are used to either send or receive data between your Flow and an external system, which makes for an easy way to create simple integrations between Salesforce and other tools. This can also be done without code and doesnβt take very long. #Salesforce #SalesforceFlow
30.01.2025 03:15 β π 0 π 1 π¬ 0 π 0
Fault Paths in Salesforce Flow | CertifyCRM
Iβm always pulling up people who post images of their flows on LinkedIn and asking where are their fault paths. So much so that Iβve even been dubbed the βFault-Path botβ. What are fault paths in Sale...
I'm always pulling up people who post images of their flows on LinkedIn and asking where are their fault paths. So much so that I've even been dubbed the "Fault-Path bot." What are fault paths in Salesforce Flow and why do we need them? #Salesforce #Trailblazer #SalesforceFlow
28.01.2025 02:46 β π 2 π 0 π¬ 0 π 0
10+ Salesforce Agentforce FAQs in 2025 βοΈ Salesforce Apps
What is Agentforce, and how much does Agentforce cost? Find answers and learn how this AI-powered tool helps businesses in sales, service, marketing, and more.
Salesforce Agentforce is a tool designed to simplify and optimize sales operations. We address some of the most frequently asked questions, like what is Agentforce in Salesforce, covering its features, cost, implementation tips, and advanced strategies to make the most of it. #Salesforce
24.01.2025 03:44 β π 3 π 0 π¬ 0 π 0
Your Guide to GraphQL APIs With MuleSoft | MuleSoft Blog
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<p>GraphQL is revolutionizing the landscape of API design and consumption. As both a query language and a server-side runtime for APIs, | MuleSoft Blog
Unlike traditional REST APIs, GraphQL allows clients to retrieve the exact data they require in a single, efficient request. This innovation not only streamlines data retrieval but also optimizes the overall performance and usability of APIs #Salesforce #Mulesoft #GraphQL
21.01.2025 02:42 β π 1 π 0 π¬ 0 π 0
YouTube video by Salesforce Ben
Does Salesforce Have a Bad Consultancy Problem?
"The customer, the partner, and Salesforce all need to be aligned for implementations to work." #salesforce #Trailblazer
19.01.2025 02:24 β π 0 π 0 π¬ 0 π 0
How to Mass Merge Duplicate Accounts, Contacts and Leads in Salesforce on Autopilot
Introduction: Why Clean Data Matters in Salesforce In Salesforce, having accurate, up-to-date data is essential for getting the most out of your CRM. Imagine a sales team managing multiple customer ac...
Merging these duplicates can feel like an overwhelming task, especially if done manually. This is where mass merging becomes a turning point. With the right tools, businesses can automate the process, reducing manual effort and ensuring data is merged accurately. #salesforce #Trailblazer
17.01.2025 15:00 β π 0 π 0 π¬ 0 π 0
7 Key Updates from the Salesforce Spring β25 Release
Salesforce has just rolled out the Spring '25 release and it brings a plethora of new and innovative additions. While each organizationβs needs may differ, this guide will help you spot some of the mo...
Now, certain screen flows refresh in real time as you enter or select data, making complex forms easier to use. You can also manage multiple flows in a single process more smoothly, with better visibility into each step. Plus, there are more pre-built actions. #salesforce #trailblazer
17.01.2025 02:27 β π 0 π 0 π¬ 0 π 0
5 Agentforce Case Studies, and What We Learned from Them
CX Today covers CRM news including Artificial Intelligence, Automation, CRM, Generative AI and more.
According to Precina, in a pilot study, Agentforce and Salesforce technologies helped them reduce the average blood sugar levels of 50 patients in Rural Louisiana from 9.6 to 6.4 (measured via an A1C test) in just twelve weeks. #salesforce #agentforce
16.01.2025 02:43 β π 0 π 0 π¬ 0 π 0
YouTube video by Salesforce Ben
Are Salesforce Certifications DEAD?!?
Interesting perspectives from seasoned professionals on the value of Salesforce certifications. #Salesforce #Trailblazer #TrailblazerCommunity
11.01.2025 14:22 β π 5 π 2 π¬ 1 π 1
Debug Your Lightning Web Components
You built your first Lightning web component, everything looks great in the IDE, but something is not working as expected in your Salesforce org. Thatβs the point where itβs important to know how you ...
In debug mode the engine identifies bad patterns only detectable during runtime, printing them as console warnings. Develop your Lightning web components using debug mode. That way you see if your code can be even more improved while you develop. #Salesforce #Trailblazer #TrailblazerCommunity
27.12.2024 15:03 β π 3 π 0 π¬ 0 π 0
Salesforce business analysts can use the INVEST checklist (created by Bill Wake in 2003) to assess the quality of a user story. If the user story doesnβt meet one of the checks, it probably needs a rewrite. #salesforce #userstory #storywriting
24.12.2024 10:43 β π 3 π 0 π¬ 0 π 0
11 Excel Tips Every Salesforce Admin Needs
A comprehensive list of top tips and useful skills for Salesforce Admins using Excel to manage and utilize their data.
These tips only scratch the surface of everything you can do in Excel. Knowing how to fix data on a spreadsheet before you import it is just one of the steps to ensuring your org maintains the highest data quality in the long term. #salesforce #excel
22.12.2024 12:13 β π 3 π 0 π¬ 0 π 0
4 key features in Salesforce's Agentforce 2.0 | MarTech
The new version of Agentforce adds a pre-built skills library, Slack integration, a more powerful reasoning engine and an agent testing center.
Salesforce unveiled a substantially upgraded Agentforce 2.0. Stand-out new features include:
Library of pre-built skills & workflow integrations for rapid customization
Ability to deploy Agentforce in Slack
Enhancements to the Atlas Reasoning Engine
Agentforce Testing Center
#salesforce #agentforce
21.12.2024 11:27 β π 2 π 0 π¬ 0 π 0
LLMs may have a killer enterprise app: βdigital laborβ β at least if Salesforce Agentforce is any indicator | TechCrunch
Marc Benioff says that Salesforce has become the "largest supplier of digital labor, and this is just the beginning.β
βThese agents are not tools. They are becoming collaborators. Theyβre working 24/7 to analyze data, make decisions, take action,β Benioff said. βSalesforce has become, right out of the gate here, the largest supplier of digital labor, and this is just the beginning.β #salesforce #AI #agentforce
14.12.2024 03:54 β π 3 π 0 π¬ 1 π 0
YouTube video by Rotive - Brian Hays
Salesforce License Types Explained
A comprehensive overview of the various Salesforce license types, including their features and appropriate use cases. It serves as a resource for individuals seeking to understand which license aligns best with their organizational needs. #salesforce #salesforcetraining
13.12.2024 04:51 β π 2 π 0 π¬ 0 π 0
6 Things You Can Do With The Transform Element
Use Salesforce Flowβs Transform Element to process collections effortlesslyβno looping needed! Simplify data handling and enhance your flows.
Transform was introduced as a tool to process collections before passing data back and forth for your integrations, in combination with HTTP callouts. With the latest advancements that arrived in Winter 25, the transform element can do much more than that. #salesforce #salesforceflow
08.12.2024 15:12 β π 5 π 2 π¬ 1 π 0
12 Salesforce Apex Best Practices
Find out what 'best practice' really means in the context of Salesforce Apex - a comprehensive list of examples for Salesforce Developers.
Salesforce mandates that we have at least 75% code coverage when we wish to deploy Apex code into production, and while having a high number of lines covered by tests is a good goal to have, it doesnβt tell the whole story when it comes to testing. #salesforce #salesforceapex #salesforcedeveloper
06.12.2024 13:15 β π 0 π 0 π¬ 0 π 0
3 Steps for Admins To Build a Strong Security Culture - Salesforce Admins
Build a strong security culture within your organization. Identify risks, engage stakeholders, and encourage secure behaviors to protect Salesforce data.
The best way to gain a comprehensive understanding of this for your unique environment is to run a threat model to understand security needs for your implementation. Once you understand the risks, work to address risks based on priority (think biggest impact plus lowest effort). #salesforce
05.12.2024 05:41 β π 1 π 0 π¬ 0 π 0
My Ten Tips for Working with Flows
I am currently working on a tech debt project where the topic of moving to flows is a big one. So I wanted to gather up the tips I have collected thus far in the journey. Do whiteboard or draw on pβ¦
Did you map out all of the existing processes to ensure you are not creating duplicates? You donβt want to have more than one flow doing the same thing. Even with being able to control the order, this could lead to unexpected results. #salesforce #salesforceflow
29.11.2024 13:36 β π 3 π 0 π¬ 0 π 0
The AI Marathon: Using Quick Wins to Fuel Long-Term Success
Learn how to balance rapid AI adoption with long-term sustainability to avoid technical debt and ensure successful AI integration.
The goal is to show value and create excitement in AI adoption, while also reducing the friction in launching initiatives and minimizing technical debt. The result is sustainable, effective AI integration across the enterprise. #salesforce #AI #AIAdoption
27.11.2024 13:32 β π 3 π 1 π¬ 0 π 0
Personas in User Stories and Salesforce Security β Purposeful Architect
Personas humanize user stories and user experience design while simplifying Salesforce permissions created around goals rather than job titles.
Personas encompass lifelike characters in the stories of solution design, embodying workers' goals, motivations, and pain points. Personas clarify user stories, drive UX design, bridge the gap between abstract business processes and the tangible human touch. #salesforce #personas #userstories
26.11.2024 03:09 β π 5 π 0 π¬ 1 π 0
What is Salesforce Adoption? 15+ Salesforce Adoption Strategies
Read on to get effective Salesforce Adoption strategies to maximize CRM benefits and user engagement. All you need to know.
Reasons why employees don't use their CRM
40% claimed that data entry into the system is time-consuming
35% donβt feel equipped and need more training
No phased roll-out plan, where users feel overwhelmed with too much to learn, at once
Poor data quality results in users losing faith in the platform
24.11.2024 14:49 β π 4 π 1 π¬ 0 π 2
Salesforce launches Agentforce Testing Center to put agents through paces
Salesforce announced Testing Center, a platform that lets enterprises test AI agents responses without touching sensitive information.
While AI agent benchmarks can be misleading, thereβs a lot of value in seeing if the agent is working the way they want to. To this end, companies are beginning to offer platforms where customers can sandbox AI agents or evaluate their performance. #AI #AIAgents #Salesforce
23.11.2024 14:43 β π 8 π 0 π¬ 0 π 2
Salesforce Events
Salesforce Events
Agentforce World Tour is wrapping up in December. Toronto (12/12), Atlanta (12/18), Dallas (12/10), and Chicago (12/19) are still to come. Lots of sessions, demos, and hands on training. Registration is free via the Salesforce events page. #salesforce #agentforce
www.salesforce.com/events/
22.11.2024 05:00 β π 15 π 1 π¬ 1 π 1
Trailhead Help
Trailhead, the fun way to learn Salesforce
The Salesforce AI Associate and Specialists exams are free for a limited time. This offer runs from 9/23/24 till 12/31/25. Click through for the FAQ about these certifications and this offer.
#salesforce #salesforcecertifications #einsteinai
trailhead.salesforce.com/help?article...
16.11.2024 18:39 β π 9 π 0 π¬ 0 π 0