Salesforce

  • #SalesforceSpring25 – Send Emails with Attachments from Flow

    Unlock the potential of Salesforce Spring ’25: Send emails with attachments directly from Flow! 1. New Salesforce Feature – Salesforce Spring ’25 introduces the capability to send emails with attachments straight from Flow. – This enhancement simplifies processes for users who need to automate email communication. 2. Key Insights for Salesforce Professionals – Streamlined Processes:…

  • Data Cloud in Sandbox Environments Is Now GA

    Unlock the potential of Salesforce Data Cloud in sandbox environments! 1. Data Cloud Integration – Recent advancements allow Salesforce Data Cloud to be utilized within sandbox environments. – This integration enables more comprehensive testing and development scenarios. 2. Key Benefits – Access to real-time data in a test environment enhances the accuracy of development. –…

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

    Discover how AI is redefining mortgage lending in Salesforce environments. 1. AI in Mortgage Lending – AI is increasingly being leveraged to streamline operations in the mortgage industry. – It helps automate complex processes, making them more efficient and less error-prone. 2. Salesforce-Specific Insights – Integrating AI within Salesforce can enhance data accuracy and improve…

  • #SalesforceSpring25 – Send Emails with Attachments from Flow

    Discover how Salesforce Spring ’25 is transforming email processes with enhanced Flow capabilities. 1. Current Trend in Salesforce – Email automation is becoming increasingly crucial in streamlining business processes. – Salesforce’s Spring ’25 release introduces new features to address this need. 2. Salesforce-Specific Insights – The update allows sending emails with attachments directly from Flows.…

  • Here’s What Salesforce Professionals Really Think About Agentforce

    The truth about Agentforce: Is it aligning with your Salesforce strategy? 1. Trend: Agentforce is gaining traction as a tool that claims to streamline customer interactions. – It’s becoming popular among Salesforce professionals looking to enhance efficiency. – The tool integrates with Salesforce, promising a unified experience. 2. Insight: Feedback from the community is mixed,…

  • Salesforce Code Analyzer 5 Beta Now Available: Here’s What’s New

    Discover the latest evolution in Salesforce tools that might just change the way you approach code quality! 1. Code Quality Trend – The demand for high-quality code has never been higher within Salesforce ecosystems. – Salesforce Code Analyzer 5 Beta introduces new capabilities to meet these demands. 2. Salesforce-Specific Insights – This version includes enhanced…

  • An Admin’s Guide to Inventory and Asset Management on Salesforce

    Struggling with inventory management in Salesforce? You’re not alone. 1. Key Challenge – Inventory and asset management often become cumbersome without the right tools and strategies. – Admins face difficulties in maintaining accurate records and tracking asset lifecycle. 2. Effective Approach – Leverage Salesforce’s native functionalities like Product, Asset, and Order Objects for comprehensive management.…

  • Call Apex Invocable Method From Salesforce Flow – Part 2 – Technical Potpourri from Sudipta Deb

    Unlock the potential of Salesforce Flow with Apex Invocable Methods! 1. Trend – Salesforce professionals are increasingly leveraging Salesforce Flow for automation. – Integrating Apex Invocable Methods enhances the capabilities of these flows. 2. Insight – Invocable Methods allow Flow to perform complex logic and operations that are beyond the default capacities. – Salesforce Flow…

  • Book Review – Salesforce Anti-Patterns

    Confidential Revelation Hook: The overlooked Salesforce anti-patterns that could derail your projects. 1. Problem – Many Salesforce implementations fall prey to common anti-patterns. – These patterns can impact system performance and scalability. 2. Approach – Identify and document these anti-patterns early in the project lifecycle. – Implement regular code reviews and automated testing to catch…

  • Secure Your Org with External Client Apps

    Here’s what many Salesforce professionals overlook: External client apps can be both a boon and a bane for your org’s security. 1. External Client Apps in Salesforce – These apps extend your Salesforce capabilities, allowing seamless interactions with third-party services. – However, they also introduce potential security risks if not managed properly. 2. Key Security…