Salesforce
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Pursuing the Right Salesforce Career with Shannon Tran – Salesforce Admins
Navigate your career journey with Shannon Tran. Learn about career changes, progression, and pursuing your vision. Subscribe now … Here are highlights from article Pursuing the Right Salesforce Career with Shannon Tran – Salesforce Admins 1. The admin skill set is broad: – The admin skill set can open many doors for career growth. –…
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Simplifying Salesforce CPQ Deployments: Strategies for Success | Salesforce Ben
Salesforce CPQ (Configure, Price, Quote) is a powerful tool that streamlines the process of creating accurate quotes for products and services. As an integral part of Salesforce Revenue Cloud, CPQ helps organizations optimize their sales processes, enhance revenue generation, and deliver a better overall customer experience. However, implementing, developing, and maintaining Salesforce CPQ can be…
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Salesforce API – New and Changed Objects – Technical Potpourri from Sudipta Deb
Salesforce API plays a crucial role in the modern business landscape, serving as a gateway for integrating diverse systems and applications with Salesforce, one of the world’s leading Customer Relationship Management (CRM) platforms. In this blog post, I am going to share some important new and changed Objects … Here are highlights from article Salesforce…
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How to Set Up AI Models in Einstein Copilot Studio
Set up and authenticate your AI models in Einstein Copilot Studio, and output your predictions in Data Cloud … Here are highlights from article How to Set Up AI Models in Einstein Copilot Studio 1. Einstein Copilot Studio Overview – Allows companies to train AI models with real-time customer data from Data Cloud – Supports…
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4 Ways to Build Your Personal Brand Using AI – Salesforce Admins
Elevate your personal brand with ChatGPT! Explore 4 ways AI enhances your online presence. Stand out in the competitive world of Salesforce … Here are highlights from article 4 Ways to Build Your Personal Brand Using AI – Salesforce Admins 1. Understanding personal branding as a Salesforce Admin – Personal brand is the unique identity…
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All-Star Salesforce Admins Help Sales Team Close Deals | Salesforce Ben
In an increasingly competitive and turbulent economy, closing deals and automating tasks are considered top priorities. The most valued Salesforce Admins are helping their sales teams close deals in record time using Salesforce’s many features. Using the State of Sales report, we’ll explore the learnings from 7,700+ sales pros. How can you put their tips…
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Understanding How to Apply OpenAI to Salesforce: An Admin’s Guide | Salesforce Ben
Over the last year, OpenAI has emerged as the world’s leading AI service and, as part of that growth, is rapidly making its way into Salesforce. While Salesforce enables customers to access it via its Einstein GPT suite of products, Salesforce Admins and Developers have also started integrating directly with OpenAI’s APIs and the many…
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Event Relay’s New Declarative Tools & Hyperforce Support
With Event Relay, it’s never been easier to harness the power of event-driven integrations … Here are highlights from article Event Relay’s New Declarative Tools & Hyperforce Support 1. Event Relay simplifies Salesforce-AWS integration: – Provides a connection between Salesforce and AWS services without custom code or middleware. – Subscribes to Platform Events and Change…
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Use Salesforce’s AI Capabilities to Increase Accessibility for Your Users – Salesforce Admins
Enhance Salesforce accessibility with AI tools: Lightning Article Editor and Einstein Service Replies. Learn how to elevate user experience seamlessly … Here are highlights from article Use Salesforce’s AI Capabilities to Increase Accessibility for Your Users – Salesforce Admins 1. Making Knowledge content accessible: – Salesforce’s new Lightning Article Editor has a built-in Accessibility Checker…
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Grant Access Permissions to Salesforce Campaigns: The Marketing User Checkbox | Salesforce Ben
The “Marketing User” checkbox is perhaps one of the quirkiest Salesforce settings. A field found on the user record, enabling this checkbox will give a user the ability to create, edit, and delete campaign records, plus other campaign management capabilities. So, next time a user says “I can’t create campaigns”, you know where to look…