Salesforce

  • Salesforce Spring ’24 Release Date + Preview Information – Technical Potpourri from Sudipta Deb

    Salesforce Spring ’24 Release is coming soon. In this post, I will share the information available today regarding this release, so you can be prepared in advance … Here are highlights from article Salesforce Spring ’24 Release Date + Preview Information – Technical Potpourri from Sudipta Deb Important dates for Spring ’24 release: 1. Production…

  • How to Automatically Deactivate Users Who Haven’t Logged On in 90 Days – Salesforce Admins

    Effortlessly manage Salesforce user deactivation with Flow Builder! Learn to automate user checks, notifications, & and deactivation using custom metadata types … Here are highlights from article How to Automatically Deactivate Users Who Haven’t Logged On in 90 Days – Salesforce Admins 1. Using Flow Builder for user management in Salesforce Admin: – Flow Builder…

  • How to Set Up Free API Only Integration Users | Salesforce Ben

    Earlier this year, Salesforce made the exciting announcement that most orgs would be granted five free licenses for integration users. I don’t know about other admins in the community, but this was one of the most exciting announcements I’ve heard in a long time. It has a direct impact on my day-to-day job and even…

  • Preparing for the End of Salesforce Inbox for Outlook | Salesforce Ben

    Salesforce recently announced the sunsetting of Salesforce Inbox for Outlook. This change, while significant, opens up a world of opportunity for sales teams to revamp their sales processes and find solutions that enhance their productivity. As the transition approaches in June 2024, it’s important to identify which capabilities your team needs when moving beyond Salesforce…

  • Insert Products With Data Loader in Salesforce Tutorial | Salesforce Ben

    Welcome to another part of our series on becoming a Salesforce data pro! If you’ve been following our journey from the installation of Data Loader to the seamless insertion of users, you’re probably already familiar with the potential that Data Loader holds when it comes to managing big amounts of data. Now, we’re on to…

  • Prompt Engineering for Salesforce Developers

    Prompt engineering techniques, if done right, can help you get things right, better, and most importantly, faster … Here are highlights from article Prompt Engineering for Salesforce Developers 1. Prompt engineering: – Crafting clear prompts to guide the LLM in understanding what you want. – Iterative process of refining words and sentences in natural language.…

  • Why Clean Data Is Non-Negotiable in the AI Era with Lizz Hellinga – Salesforce Admins

    Elevate your AI game! Clean data is key. Join the Salesforce Admins Podcast for insights and tips from Lizz Hellinga, Salesforce MVP. Subscribe now … Here are highlights from article Why Clean Data Is Non-Negotiable in the AI Era with Lizz Hellinga – Salesforce Admins 1. Importance of clean data for generative AI: – Clean…

  • Implement a Scalable Incident Creation and Notification Process | Automate This! – Salesforce Admins

    Learn how Aleksandra Radovanovic created automation that helps streamline and improve the process for capturing incidents and outages and communicating with customers in a timely fashion … Here are highlights from article Implement a Scalable Incident Creation and Notification Process | Automate This! – Salesforce Admins 1. Use case: Streamline incident capture and communication process…

  • Build a One-Screen Mobile App for Easy Record Creation | Automate This! – Salesforce Admins

    Learn how Dirk Keaton created a one-screen, mobile-friendly Salesforce flow that his peers can use to easily record case interactions with clients … Here are highlights from article Build a One-Screen Mobile App for Easy Record Creation | Automate This! – Salesforce Admins 1. Use case: Specialists need to track case notes easily on mobile…

  • 5 Ways to Use MuleSoft’s Magical Transformation Language: DataWeave

    Run through a list of tools to use DataWeave in different scenarios, from a Mule application with drag-and-drop to a command-line tool … Here are highlights from article 5 Ways to Use MuleSoft’s Magical Transformation Language: DataWeave 1. Mule application: – DataWeave can be used to transform data in a Mule application. – Can use…