Salesforce
-
Quote-to-Invoice Reconciliation: Solving the CPQ-to-Billing Mismatch in Salesforce | Salesforce Ben
The hidden gap between CPQ and Billing in Salesforce can derail your sales operations. 1. Issue at Hand – The disconnect between CPQ (Configure, Price, Quote) and Billing can lead to errors in pricing, invoicing, and reporting. – Such mismatches can cause revenue leakage and impact customer trust. 2. Industry Insight – A growing trend…
-
How Admins Build Confidence with Agentforce – Salesforce Admins
Unlocking confidence in Salesforce admins might be the key to transforming your organization. 1. Current Trend – There’s a growing emphasis on empowering Salesforce Admins with tools that boost confidence. – Admins play a pivotal role in implementing and managing Salesforce solutions effectively. 2. Key Insights – Agentforce, a podcast initiative, is designed to share…
-
How to Export Salesforce Reports to PowerPoint: A Step-by-Step Guide | Salesforce Ben
Here’s the untapped potential of Salesforce report presentations. 1. Current Trend – Many Salesforce professionals are looking to elevate their report presentations by exporting them to more versatile formats like PowerPoint. – This shift is driven by the need for more dynamic and engaging presentations. 2. Salesforce-Specific Insights – Exporting Salesforce reports to PowerPoint enables…
-
Inside Dreamforce ’25: Salesforce Platform Sneak Peeks for Admins – Salesforce Admins
Get ready for the transformative power of Dreamforce 25 as Salesforce unveils game-changing features on the horizon. 1. Trend – The Salesforce Platform is set to undergo significant enhancements. – New capabilities are focused on automation, artificial intelligence, and integration. 2. Insight – Salesforce Genie will redefine how data is managed across platforms. – Enhanced…
-
Salesforce Platform Admin Exam Updated for 2026: More Agentforce, Less Configuration | Salesforce Ben
The Salesforce Platform Admin Exam is shifting gears for 2026—are you ready to adapt? 1. Trend – The exam update focuses on more AgentForce knowledge. – Less emphasis is placed on traditional configuration skills. 2. Insight – Familiarity with AgentForce is becoming critical for Salesforce admins. – Admins need to integrate new tools and technologies…
-
5 Ways to Optimize and Scale Your RevOps Reporting in Salesforce | Salesforce Ben
Discover the common pitfalls in RevOps reporting that could be costing you insights. 1. Centralized Data Collection – Integrate various data sources within Salesforce. – Ensure consistency and accuracy across reports. 2. Customizable Dashboards – Tailor dashboards to meet specific team needs. – Enhance data visualization for clearer insights. 3. Automated Reporting – Implement automated…
-
3 Important Tips: Migrating from Salesforce CPQ to Revenue Management (RCA) | Salesforce Ben
Migrating from Salesforce CPQ to Revenue Management RCA? Here’s what you need to know. 1. Preparation for Migration – Assess your current Salesforce CPQ setup to ensure all data and customizations are accurately documented. – Identify key stakeholders and resources needed to facilitate a smooth transition process. 2. Data Mapping and Cleansing – Map out…
-
A Salesforce Architect’s Essential Toolkit: Top 10 Tools You Need to Know | Salesforce Ben
Think you’ve mastered the Salesforce toolkit? Think again! 1. Industry Insight – Salesforce architects face an ever-growing need for efficient tools to streamline complex processes. – A curated set of tools can significantly enhance productivity and project success. 2. Key Tools for Architects – Org Chart Creator: Simplifies the visualization of Salesforce roles and hierarchies.…
-
Unlocking the Full Potential of Salesforce Data in the AI Era | Salesforce Ben
Is your Salesforce data ready for the AI era? 1. Growing Importance of AI in Salesforce – Salesforce’s integration with AI is becoming a cornerstone for advanced analytics and decision-making. – AI capabilities are enhancing CRM systems, making data-driven insights more accessible. 2. Salesforce-Specific Insights – Leveraging AI tools like Einstein can transform raw Salesforce…
-
Automate Your Move to the Omnistudio Standard Runtime with the New Migration Assistant
Unlock the potential of Salesforce Omnistudio with seamless migration! 1. Industry Trend – The shift towards efficient, automated processes is continuously shaping Salesforce development. – Omnistudio is becoming a key focus for delivering enhanced user experiences. 2. Salesforce-Specific Insights – Migration to Omnistudio Standard Runtime is crucial yet challenging. – Salesforce has introduced a new…