A. Ruiz Content

Salesforce

  • The Problem With AI Notetakers: Great Transcripts, No Salesforce Insights | Salesforce Ben

    AI notetakers are revolutionizing productivity, but are they enhancing your Salesforce data strategy? 1. Industry Trend – AI notetakers like Otter and Zoom co-pilots are becoming standard tools in meetings. – They save time and boost efficiency, yet often operate outside IT’s control. 2. Key Insight for Salesforce Professionals – While boosting productivity, these tools…

  • No-Code Orchestration for Salesforce: How to Automate Lead Routing, Matching, and More | Salesforce Ben

    Here’s what Salesforce admins aren’t telling you— the future of automation is here with no-code orchestration tools like LeanData! 1. Industry Insight – Automation tools are reshaping how businesses handle lead routing, matching, and orchestration. – LeanData offers a no-code solution that stands out with its drag-and-drop FlowBuilder. 2. Salesforce-Specific Insights – LeanData’s Lead-to-Account (L2A)…

  • #SalesforceSummer25 – Preview Flow Screens in Real Time Across Device Sizes

    Unlock the next level in Salesforce Flow customization. 1. Cross-Device Compatibility – A growing trend is the need for seamless user experiences across various devices. – Salesforce’s new feature in Summer ’25 allows Flow screens to be previewed in real time for different device sizes. 2. Key Insights for Salesforce Professionals – This enhancement aids…

  • Is the Salesforce Admin Role a Destination or a Stepping Stone? | Salesforce Ben

    Here’s the hidden career flexibility of a Salesforce Admin that no one tells you about. 1. The Dual Nature of the Salesforce Admin Role – Many Salesforce Admins view their role as a satisfying career destination, given its depth and the high career satisfaction rate of 76%. – Others see it as a stepping stone,…

  • #SalesforceSummer25 – Gain More Layout Control in Screen Flows

    Boost your Screen Flows with the latest Salesforce updates! 1. Enhanced Layout Control in Screen Flows – Salesforce’s Summer ’25 release introduces more flexibility in configuring layouts within Screen Flows. – This change allows for better alignment and presentation of components, improving the user interface. 2. Key Features – The update grants control over column…

  • Curiosity Is the Key to Learning Agentforce – Salesforce Admins

    Here’s why curiosity might be the most undervalued trait in Salesforce success. 1. Current Trend – Curiosity is being recognized as a pivotal skill in tech, driving innovation and learning. – It fuels the continuous improvement necessary in a rapidly changing ecosystem like Salesforce. 2. Salesforce Insights – Encouraging curiosity can lead to a deeper…

  • #SalesforceSummer25 – Asynchronous Path in Record-Triggered Flows

    Unlock the full potential of Salesforce by mastering the art of asynchronous processing in record-triggered flows. 1. Industry Trend – Asynchronous processing is gaining traction as a solution to handle complex and time-consuming tasks. – Salesforce’s Summer ’25 update introduces asynchronous paths in record-triggered flows. 2. Salesforce Insight – Asynchronous paths allow for tasks to…

  • Salesforce Introduces Agentforce DX Pro-Code Tools for Developers | Salesforce Ben

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Pro-Code Flexibility – Salesforce’s Agentforce DX tools are enabling developers to maintain their workflow without shifting between IDE and org UI. – This allows for creating, testing, and managing AI agents directly in familiar environments like Salesforce CLI and VS Code. 2.…

  • Introducing Agentforce DX Pro-Code Tools

    Discover the pro-code tools that are revolutionizing the way Salesforce professionals operate. 1. Trend: Rise of AgentForce DX – New tools are transforming the development landscape in Salesforce. – Enhanced capabilities empower developers to deliver faster and more efficiently. 2. Insight: Impact on Salesforce Development – Streamlined processes in the development lifecycle. – Improved collaboration…

  • Agentforce in Action: Use Cases From the Agentforce Virtual Hackathon – Salesforce Admins

    Are you ready for the next wave of Salesforce innovation? Discover how Agentforce is changing the game! 1. Current Trend: Agentforce’s Impact – Agentforce is reshaping customer interactions within Salesforce. – The platform’s virtual hackathon showcases its versatility and potential. 2. Salesforce-Specific Insights – Participants demonstrated innovative use cases that leverage Agentforce. – Use cases…