Salesforce

  • Monitor Your Product Consumption With Salesforce Digital Wallet

    Here’s a surprising way Salesforce Digital Wallet can transform how you monitor product consumption. 1. Engage with the Trend – Salesforce Digital Wallet is gaining traction for its ability to track and manage product consumption efficiently. – This tool provides businesses with real-time insights into customer usage patterns. 2. Pinpoint Relevance for Salesforce Professionals –…

  • Simple, Speedy, and Seamless Salesforce-DocuSign Integration

    Discover the seamless solution you’ve been missing: Salesforce and DocuSign integration simplifies the e-signature process like never before. 1. Integration Trend – Demand for integrated digital solutions is growing. – Salesforce-DocuSign integration addresses this trend effectively. 2. Salesforce-Specific Insights – Accelerates contract processing with automation. – Enhances user experience with easy-to-use features. 3. Implications and…

  • Get Your AppExchange Listing Right: Tips for ISVs Getting Started

    Struggling to get your AppExchange listing noticed among thousands? You’re not alone. 1. Trend: – The Salesforce AppExchange is more competitive than ever, with ISVs striving to grab attention and stand out. 2. Insight: – Crafting a compelling and clear listing is critical for success. The listing needs to address potential customers’ needs and showcase…

  • 10 Salesforce Flow Formula Limitations and How to Solve Them

    Here’s the hidden issue with Salesforce Flow formulas that no one tells non-tech managers. 1. Formula Length – Salesforce Flow formulas have a 5,000-character limit, which can be restrictive for complex logic. – Break logic into smaller pieces using multiple formulas or variables to manage this effectively. 2. Debugging Challenges – Limited support makes debugging…

  • #SalesforceSpring25 – Allow Users to View All Fields for a Specified Object

    Here’s an overlooked Salesforce feature that can streamline your data management process. 1. Current Trend: Simplifying Data Access – The Spring ’25 update introduces a feature allowing users to view all fields for a specified object. – This aligns with the broader trend of improving user access and transparency within Salesforce. 2. Insight for Salesforce…

  • #SalesforceSpring25 – Remove User and Custom Permissions in Permission Set Summaries

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Current Trends in Permission Management – Salesforce has introduced a new feature in Spring ’25 allowing for the removal of user and custom permissions directly from Permission Set Summaries. – This change simplifies the management of user access without delving into individual…

  • #SalesforceSpring25 – Agentforce for Developers

    Discover the untapped potential of Agentforce in Salesforce Spring ’25 for developers. 1. Trend: Salesforce Spring ’25 introduces Agentforce, a revolutionary set of tools. – Aimed at enhancing developer efficiency. – Offers a new approach to automate and streamline tasks. 2. Insight: Salesforce developers can leverage Agentforce for improved productivity. – Provides seamless integration with…

  • How to Write Effective Natural Language Instructions for Agentforce

    Here’s the hidden issue with traditional programming that Agentforce solves for Salesforce developers. 1. Current Trend in Intelligent Systems – Traditional programming struggles with intelligent system development due to hard-coding limitations. – Agentforce, unveiled at Dreamforce 2024, enables developers to create agents using natural language instructions, enhancing functionality across Salesforce apps and third-party platforms. 2.…

  • Agentforce’s Best Friend: Clean, Reliable Data – Salesforce Admins

    Are you truly leveraging AI, or is your data holding you back? 1. Generative AI Demands Clean Data – Clean data isn’t optional. Generative AI relies on accurate, complete, and current data. – Poor-quality data leads to unreliable AI insights and decisions. 2. Identifying and Tackling Bad Data – Common culprits include duplicates, inaccuracies, incomplete…

  • Jen’s Top Spring ’25 Release Features | Be Release Ready – Salesforce Admins

    Discover the latest Salesforce Spring ’25 release features that will transform your workflow efficiency and AI integration. 1. AI Enhancements – Access AI agents via Salesforce Foundations, offering free autonomous agents with limited features for both Sales and Service. – Improve lead qualification with Agentforce SDR, which automates emails and meeting bookings, available in select…