Salesforce

  • Keeping Processes Fresh in Salesforce with Dorian Earl – Salesforce Admins

    Ditch those Rolodexes! Integrate Salesforce with your biz by working BACKWARDS & discover hidden ROI. Listen to Dorian Earl on SalesforceAdmins Podcast … Here are highlights from article Keeping Processes Fresh in Salesforce with Dorian Earl – Salesforce Admins 1. Business Process Integration – Dorian Earl emphasizes aligning Salesforce org with company-specific business processes. –…

  • How to Manage Revenue Recognition in Salesforce | Salesforce Ben

    Revenue recognition is a pivotal accounting principle that defines specific guidelines governing the timing and procedure for a company to record and validate revenue within its financial documentation. This process entails an organized sequence, commencing with the identification of customer agreements, the validation of transactions, and concluding with the formal recognition of revenue upon fulfilling…

  • Top 12 Salesforce Tips to Supercharge Productivity in 2024 | Salesforce Ben

    Salesforce has so many out-of-the-box features that you can start using right now to continuously enhance your experience … Here are highlights from article Top 12 Salesforce Tips to Supercharge Productivity in 2024 | Salesforce Ben 1. Manage Field Permissions – Enable the setting in User Management Settings. – Include field permissions directly within Permission…

  • How to Test Your Salesforce Org to Mitigate Major Risks | Salesforce Ben

    With Salesforce consistently updating its platform, there are many changes that occur throughout the year. This means that companies in the Salesforce ecosystem must conduct regular tests to identify issues before they become a problem. You should be testing your Salesforce environment to mitigate risk, as there are various areas where tests can help maintain…

  • Difference Between Count() and Count(fieldName) in SOQL Query – Technical Potpourri from Sudipta Deb

    The COUNT() method in SOQL (Salesforce Object Query Language) is used to count the number of records that meet specified criteria. It’s similar to the COUNT() function in SQL and is useful when you need to know the total number of records without retrieving all of them. In SOQL (Salesforce Object Query Language), the COUNT(fieldName)…

  • The Salesforce Developer’s Guide to the Spring ’24 Release

    The Spring ’24 release is here, and here are some of the release highlights, detailing what’s new for developers across the Salesforce ecosystem … Here are highlights from article The Salesforce Developer’s Guide to the Spring ’24 Release 1. Release Readiness Program: – Introduction of the Spring ’24 Release Readiness program for Salesforce developers. –…

  • Jen’s Top Spring ’24 Release Features – Salesforce Admins

    Lead Admin Evangelist Jennifer Lee shares her top Spring ’24 Salesforce Release features for Salesforce Admins … Here are highlights from article Jen’s Top Spring ’24 Release Features – Salesforce Admins 1. MFA enforcement moving to in-app notifications starting in Summer ’24: – MFA enforcement will transition to in-app notifications instead of enforcing MFA for…

  • Understand Experience Cloud License Types – Technical Potpourri from Sudipta Deb

    In today’s fast-paced digital world, the essence of business success often lies in robust community engagement and streamlined customer experiences. Enter Salesforce Experience Cloud, a dynamic platform designed to revolutionize the way businesses connect with customers, partners, and employees. This blog post will explore different license types available for Salesforce Experience Cloud … Here are…

  • Why Your Salesforce Project Failed: Performing Root Cause Analysis | Salesforce Ben

    Salesforce Best Practices: Uncover the key to successful projects with insights on Root Cause Analysis and strategic planning … Here are highlights from article Why Your Salesforce Project Failed: Performing Root Cause Analysis | Salesforce Ben 1. Underestimating Project Size – Miscalculating project estimation can strain trust between consulting firms and clients – Lack of…

  • Visualize Your Salesforce Flows in VS Code | Salesforce Ben

    Here’s how Flow Visualizer for Visual Studio Code can transform your Salesforce workflow with an intuitive interface for efficient flow analysis … Here are highlights from article Visualize Your Salesforce Flows in VS Code | Salesforce Ben 1. Flow Visualizer extension for VS Code: – Created by Todd Halfpenny, Salesforce MVP and Golden Hoodie recipient.…