A. Ruiz Content

Salesforce

  • Secret Agentforce Pen

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Trend – The rise of Salesforce as a key tool for business operations. – Increased demand for personalization and automation within Salesforce ecosystems. 2. Insight – Salesforce’s customizable nature allows for tailored solutions but can lead to complex configurations. – Professionals must…

  • REST API in Salesforce: The Key to Scalable, AI-Driven CRM Automation | Salesforce Ben

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Engage with the Trend – The Salesforce Rest API is becoming a cornerstone for scalable AI-driven CRM automation. – Its capabilities allow for seamless integration with external systems, enhancing business agility. 2. Pinpoint Key Areas – Salesforce professionals must focus on data…

  • How to Use Lightning Article Editor in Salesforce: A Quick Guide | Salesforce Ben

    Struggling to make the most of Salesforce’s Lightning Article Editor? Here’s the breakthrough you need. 1. Current Trend: – Lightning Article Editor is gaining traction for its streamlined content management. – It offers a user-friendly interface that simplifies creating and managing knowledge articles. 2. Salesforce-Specific Insights: – The editor integrates with Salesforce Knowledge, boosting efficiency.…

  • Salesforce Summer ’25 Release Date + Preview Information | Salesforce Ben

    Salesforce Summer ’25 Release: What You Need to Know! 1. Key Trend: Release Cadence – Salesforce’s consistent release cadence ensures continuous innovation and improvements. – Summer ’25 focuses on user-centric enhancements and platform stability. 2. Salesforce Insights: What’s New – Introduction of enhanced automation tools to streamline workflows. – AI-driven analytics get an upgrade, offering…

  • World Backup Day: Salesforce Backup Myths Debunked | Salesforce Ben

    Are you aware of the myths surrounding Salesforce backups that could be putting your data at risk? 1. Misconception of Built-in Backups – Many believe Salesforce automatically backs up all data, but it’s not comprehensive. – Relying solely on Salesforce’s native tools might leave gaps in data protection. 2. Overlooking Customization Impacts – Custom objects…

  • The Salesforce App to Solve All Your Lead Management Issues | Salesforce Ben

    Struggling with lead management in Salesforce? You’re not alone, and there’s a solution waiting for you. 1. Trend: – The challenge of managing leads efficiently in Salesforce is a common issue among businesses. – Tools and apps are increasingly addressing these pain points. 2. Insight: – Salesforce now offers an app designed to streamline lead…

  • Creating Records With Global Actions in Salesforce: Everything You Need to Know | Salesforce Ben

    Many Salesforce users overlook a powerful tool at their disposal: Global Actions. 1. Current Trend – Salesforce professionals are increasingly leveraging Global Actions to streamline processes and boost productivity. – These actions are available across different objects, enabling efficient record creation. 2. Key Insights – Global Actions allow for the swift creation of records without…

  • Make Apex REST APIs Available as Agent Actions

    Unlocking the power of Apex REST APIs as agent actions can redefine your Salesforce capabilities. 1. Trend: Expanding CRM Capabilities – Integrate Apex REST APIs directly into Salesforce to streamline business processes. – Enhance agent workflows by embedding custom actions that cater to specific business needs. 2. Insight: New Opportunities for Customization – Customize Salesforce…

  • Real Talk for Admins on Content, Conferences, and Agentforce – Salesforce Admins

    Here’s a secret about Salesforce conferences: They offer more than just keynotes and workshops. 1. Salesforce Conferences – Networking opportunities are just as crucial as the sessions. – Building relationships can lead to collaborative projects and innovative solutions. 2. Content Variety – Beyond the technical talks, there’s a wealth of strategy and leadership content. –…

  • #SalesforceSpring25 – Introducing Agentforce Testing Center

    An untapped resource within Salesforce could redefine your testing strategies. 1. Emerging Trend – Salesforce is launching AgentForce Testing Center in Spring ’25. – Aimed at enhancing testing capabilities for Salesforce users. 2. Key Insights – This tool will streamline how users test functionalities. – Offers a centralized platform for test case management and execution.…