A. Ruiz Content

Salesforce

  • 6 Spring Cleaning Tips for Admins to Improve Salesforce Hygiene | Salesforce Ben

    Is your Salesforce org suffering from clutter and inefficiency? 1. Current Trend – As Salesforce admins, maintaining a clean and efficient system is more crucial than ever. – Regular “spring cleaning” ensures that your data and processes remain streamlined and effective. 2. Salesforce-Specific Insights – Regular cleanup not only improves system performance but also enhances…

  • Salesforce Activity Object: How to Navigate Field Limit Constraints | Salesforce Ben

    Here’s the obstacle Salesforce Admins face but rarely discuss: field limit constraints on the Activity object. 1. Industry Trend: Increasing Use of Salesforce Activity Object – The surge in Salesforce’s adoption has led to a rise in complexity and data management challenges. – Many organizations rely heavily on the Activity object for detailed tracking. 2.…

  • Quick Guide to Salesforce Reports and Dashboards for Campaigns | Salesforce Ben

    Here’s what’s often overlooked: The strategic role of Salesforce reports and dashboards in maximizing campaign effectiveness. 1. Current Trend – Salesforce professionals are increasingly relying on data-driven decisions for marketing campaigns. – Reports and dashboards are key tools in this shift, offering insights that drive strategy. 2. Salesforce-Specific Insights – Customize reports to track campaign…

  • Keep Your Agentforce Dev Org Alive and Kicking

    Discovering that your Salesforce developer org might be at risk of expiration can be a shocking realization for many professionals. 1. Current Issue – Developer orgs can expire if not actively used. – This can lead to loss of valuable setup work and customizations. 2. Relevance to Salesforce Professionals – Essential knowledge for those regularly…

  • #SalesforceSpring25 – Give Your Salesforce Org a Fresh Look with SLDS 2

    Give your Salesforce org a fresh look with SLDS 2.0! Discover how the latest update to Salesforce Lightning Design System (SLDS) is transforming the way we design user interfaces. 1. Industry Trend – Embracing modern design systems to improve user experience and enhance interface consistency. – Salesforce’s commitment to a more intuitive and visually appealing…

  • #SalesforceSpring25 – Keep Charts Consistent with Reordered Report Data

    Here’s the hidden pitfall in Salesforce reports that could skew your data insights. 1. Industry Trend – Data visualization is a critical component of decision-making in business. – Keeping charts consistent with changing report data is becoming essential for accuracy. 2. Salesforce Insights – Salesforce Spring ’25 release introduces features aimed at ensuring charts align…

  • #SalesforceSpring25 – Create and Test Agents by Using Agentforce DX (Beta)

    Salesforce’s secret weapon for enhancing customer service: AgentForce DX Beta! 1. Engage with the Trend – Salesforce Spring ’25 introduces AgentForce DX Beta. – Aimed at creating and testing agents for improved customer service. 2. Pinpoint Key Areas – Focus on developing and testing AI agents. – Streamlining customer interactions through enhanced automation. 3. Look…

  • Salesforce Data Cloud Zero Copy: When (and When Not) to Use It | Salesforce Ben

    Here’s why Salesforce Data Cloud is changing the way we think about data integration. 1. Trend: Salesforce Data Cloud and Zero-Copy – The rise of Salesforce Data Cloud offers seamless integration. – Zero-copy architecture is revolutionizing data handling. 2. Insight: Benefits of Zero-Copy – Reduces data duplication, leading to cost savings. – Enhances real-time data…

  • Salesforce Summer ‘25 Release: What to Expect and How to Prepare | Salesforce Ben

    Anticipating the Salesforce Summer ’25 Release: Here’s what you need to know to stay ahead. 1. Key Upcoming Features – Enhanced AI-powered tools for better analytics. – Improved user interface for a more seamless experience. 2. Significant Changes for Salesforce Admins and Developers – New Apex functionalities aimed at boosting efficiency. – Updated security protocols…

  • Custom Salesforce WhatsApp Integration: A Complete Tutorial | Salesforce Ben

    Discover the surprising potential of a custom Salesforce-WhatsApp integration. 1. Trend – Salesforce integration with communication apps is becoming increasingly crucial for seamless customer interactions. – WhatsApp stands out as a leading tool for real-time communication. 2. Insight – Implementing a custom integration between Salesforce and WhatsApp can significantly enhance customer service and engagement. –…