A. Ruiz Content

Salesforce

  • One Problem, Four Solutions: Use Prompt Builder and AI to Revive Sales Opportunities | How I Solved It – Salesforce Admins

    Here’s the hidden issue with Salesforce that no one tells non-tech managers: neglected sales opportunities. 1. Engage: – Salesforce professionals face the challenge of reviving neglected sales opportunities. This was tackled by using Salesforce AI and Prompt Builder to streamline re-engagement strategies. 2. Pinpoint: – Effective use of List Views helps identify neglected opportunities, ensuring…

  • One Problem, Four Solutions: Use Flow to Revive Sales Opportunities | How I Solved It – Salesforce Admins

    Is your sales team struggling to revive neglected opportunities? Discover how two Salesforce experts tackled this challenge using Flow, offering insights that can transform your approach. 1. Trend – Automation is the key trend, with Salesforce Flow enabling streamlined processes. – Reviving neglected sales opportunities is a common challenge for sales teams. 2. Insight –…

  • Build Effective Agentforce Agents for High-Impact Automation – Salesforce Admins

    Discover the automation potential you didn’t know existed with Agentforce in Salesforce. 1. Revolutionizing Automation with Agentforce – Unlike Einstein Copilots, Agentforce handles complex tasks across domains autonomously. – Powered by the Atlas Reasoning Engine, it learns and executes tasks independently. 2. Standard vs. Custom Actions – Standard actions are pre-configured and automate common tasks…

  • Your Guide to Conditional Formatting for Salesforce Fields

    Here’s a hidden gem in Salesforce that can make your record pages pop with crucial insights. 1. Conditional Formatting Trend – Salesforce’s new conditional formatting feature is transforming how users interact with data on record pages. – It enhances data visibility by allowing fields to dynamically change their appearance based on specific conditions. 2. Insights…

  • Securing Salesforce: The Critical Need for Salesforce Backup and Disaster Recovery

    Imagine waking up one day to find your Salesforce data inaccessible. You’d need a recovery plan, wouldn’t you? 1. Growing Cyber Threats – Across industries, cyber threats to business-critical data are rising. – A robust backup and disaster recovery plan is essential to protect against these threats. 2. Importance of a Disaster Recovery Plan –…

  • 誰もが活用できる AI のために – AI の可能性を最大限に引き出す Salesforce の統合プラットフォーム

    Discover the hidden potential of AI in Salesforce’s unified platform. 1. Current AI Integration Trend – AI is becoming integral to Salesforce’s unified platform. – Organizations are leveraging AI to streamline operations and enhance customer experiences. 2. Salesforce-Specific Insights – Salesforce is implementing AI to improve predictive analytics and data-driven decisions. – The use of…

  • Using AI Model Output in Data Cloud with Prediction Jobs

    Here’s how AI is reshaping decision-making in Salesforce Data Cloud. 1. Streamlining Predictive Modeling – Salesforce Data Cloud simplifies AI integration, enabling developers to easily operationalize predictive models. – By using tools like prediction jobs, businesses can convert historical data into actionable insights. 2. Building and Activating Prediction Jobs – Create a prediction job by…

  • Mastering Prompt Builder and Flow Builder: Unleashing Agent Actions for Success – Salesforce Admins

    Discover how the fusion of Prompt Builder and Flow Builder is transforming AI-driven actions for Salesforce admins! 1. Industry Trend – AI is increasingly vital for streamlining business operations. – Combining automation tools like Prompt Builder and Flow Builder is paving the way for smarter business processes. 2. Key Insights – Prompt Builder enables admins…

  • Unlock the Power of AI with Prebuilt Prompt Templates Library from Salesforce Labs

    Discover how AI can reshape your Salesforce experience with prebuilt prompt templates. 1. Trend – AI is transforming CRM by offering more personalized and efficient interactions. – Salesforce Labs introduces prebuilt AI prompt templates to streamline integration. 2. Insight – These templates simplify the deployment of AI-driven solutions. – Salesforce professionals can easily customize AI…

  • Transitioning Fields in Salesforce Case Object Using Apex Mapping

    Transitioning Salesforce Case Object fields using Apex mapping? Here’s what you need to know. 1. Challenge of Field Transition – Organizations need more granular data classification to meet emerging reporting standards. – Introduction of New Type, New Sub-type, and New Sub-sub-Type fields. – Legacy systems may require old fields, creating consistency issues. 2. Approach with…