Salesforce

  • Bridge the Gap Between Excel Spreadsheets and Salesforce

    Here’s a common Salesforce challenge: Excel spreadsheets are still heavily relied on despite the benefits of Salesforce. 1. Problem – Many businesses continue using Excel spreadsheets alongside Salesforce, leading to data silos. – These silos can hinder seamless data integration and decision-making. 2. Approach – Leverage Salesforce’s native tools and integrations to connect spreadsheet data…

  • #SalesforceSpring25 – New Keyboard Shortcuts in Flow Builder

    Discover the latest productivity boost for Salesforce professionals with new keyboard shortcuts in Flow Builder. 1. Trend – Keyboard shortcuts are becoming vital in enhancing user efficiency. – Salesforce Spring ’25 introduces new shortcuts in Flow Builder, revolutionizing how professionals interact with the platform. 2. Insight – These shortcuts streamline navigation and action execution within…

  • #SalesforceSpring25 – Customize Welcome Email for Internal Users

    Customize welcome emails like never before. 1. Trend – Salesforce professionals are increasingly prioritizing personalized communication. – Customized welcome emails enhance user engagement and satisfaction. 2. Insight – The Salesforce Spring ’25 update allows internal user welcome emails to be tailored. – This feature empowers organizations to create more relevant and engaging onboarding experiences. 3.…

  • Zip Handling in Apex GA

    The unexpected complexity of handling ZIP files in Apex might surprise many Salesforce professionals. 1. Current Trend – As Salesforce platforms expand, data handling and storage optimization are increasingly critical. – Apex developers are encountering challenges with file manipulation, particularly ZIP files. 2. Salesforce-Specific Insights – Apex provides the capability to work with ZIP files,…

  • How to Futureproof Your Skills as a Salesforce Consultant

    Ever felt like tech skills in Salesforce become outdated faster than you can keep up? 1. The Shift in Salesforce Skills – Rapid technology changes are impacting requirements. – Continuous learning is essential to stay relevant. 2. The Rising Demand for Specialized Skills – Employers are seeking niche expertise in Salesforce solutions. – Specialization can…

  • Is Salesforce Lightning 25% Faster Now?

    Discover why Salesforce Lightning’s speed enhancements might not be as straightforward as you think. 1. Industry Trend – Salesforce Lightning is touting improvements with claims of being 25% faster. – Speed is a key factor influencing user satisfaction and productivity in CRM systems. 2. Salesforce-Specific Insights – Recent updates in Salesforce Lightning aim to optimize…

  • Ultimate Guide to Salesforce APIs

    Discover the pivotal role APIs play in Salesforce integration success. 1. Trend – APIs are transforming the way businesses integrate Salesforce with other systems. – They enable seamless data exchange, enhancing operational efficiency and connectivity. 2. Insight – Salesforce offers a range of APIs, each designed for specific integration tasks. – Key APIs include REST,…

  • #SalesforceSpring25 – Control the Number of Records Retrieved with Get Records

    Salesforce’s Spring ’25 release brings a crucial update for developers: the ability to control the number of records retrieved with “Get Records.” 1. Enhanced Control with “Get Records” – The new feature allows precise control over the number of records retrieved. – Developers can limit data retrieval to improve efficiency and performance. 2. Key Insights…

  • Data Cloud in Sandbox Environments Is Now GA

    Unlock the power of Salesforce Data Cloud in sandbox environments! 1. Trend: Data Cloud advancements – Salesforce’s Data Cloud is now available in sandbox environments. – This innovation allows teams to test and develop with data-driven insights. 2. Insight: Benefits for Salesforce professionals – Sandbox environments provide a safe space to experiment without affecting production…

  • How Erick Mahle Is Using AI to Transform Mortgage Lending – Salesforce Admins

    AI is reshaping industries, and mortgage lending is no exception. 1. Industry Transformation – AI is making significant strides in mortgage lending. – Automation and AI tools are simplifying complex processes. 2. Salesforce Insights – Salesforce tools integrate AI to enhance mortgage processes. – AI-driven analytics provide better customer insights and decision-making. 3. Implications for…