Salesforce
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Admin Release Countdown: Get Ready for Spring ’25 – Salesforce Admins
The countdown to Salesforce Spring ’25 Release has started—are you ready for the new wave of features? 1. Key Dates for Spring ’25 – December 19: Sign up for a pre-release org to explore new features. – December 31: Review Release Notes to understand updates. – January 2: Refresh your sandbox by 5 p.m. PT…
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Step-by-Step Guide to Calling Prompt Template from Flow
Here’s a hidden gem in Salesforce that can optimize your use of Flows. 1. Understanding the Need – Many Salesforce users seek efficient ways to enhance interactions with Flows. – Prompt templates can streamline decision-making and interaction in Flows. 2. Step-by-Step Approach – The article outlines a detailed guide to integrating prompt templates into Salesforce…
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Your Guide to FlexCard Typeahead in Salesforce
Here’s the hidden issue with FlexCard that challenges many Salesforce professionals: the absence of a native Lookup field. 1. Current Challenge in Salesforce – FlexCards, part of Salesforce’s OmniStudio, lack native Lookup fields. – Developers often face hurdles when trying to implement lookup functionality in FlexCards. 2. Typeahead as a Solution – Typeahead offers an…
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Moving Multiple Reports to a Single Folder Using the Metadata API
Are your Salesforce reports scattered across multiple folders, making organization a challenge? 1. Streamlined Report Management – Salesforce reports often end up distributed across numerous folders, complicating their management. – Using Salesforce CLI and metadata API, you can consolidate these reports into a single folder efficiently. 2. Key Steps for Consolidation – Start by identifying…
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What Is a Salesforce Database? Objects and Fields Explained
Salesforce isn’t just a database—it’s a powerhouse for business growth! 1. Understanding Databases – A database is like a digital filing cabinet, storing and organizing data for easy access. – Think of a database as a table with rows (records) and columns (fields). 2. Salesforce as a Database – In Salesforce, tables are known as…
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Agentforce Is Now Available on Salesforce Help: But Is It Actually Helpful?
Salesforce just launched Agentforce on Salesforce Help, but the results are mixed. Let’s delve into what this means for Salesforce professionals. 1. Trend: The integration of AI-driven support tools like Agentforce is becoming more widespread in customer service. – Marc Benioff announced the launch, emphasizing its potential to revolutionize support. – Despite the hype, Agentforce’s…
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Build Advanced Custom Agent Actions with Code
Discover the untapped potential of custom agent actions in Salesforce with Agentforce. 1. Transformative Use Cases – The blog outlines creative scenarios using Agentforce’s custom agent actions. – Empower agents to create custom metadata, monitor Marketing Cloud journeys, and interact with LWCs. 2. Enhancing Metadata Creation – Use prompt templates and Apex to enable agents…
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Gillian Is Back to Talk Agentforce And Slack! – Salesforce Admins
Unlock the Future of Salesforce Workflows with Slack Integrations! 1. The Rise of Slack as a Salesforce Admin Essential – Gillian Bruce emphasizes the ease and power of building Slack solutions. – Admins can leverage Slack’s low-code features like Slack Canvas and Slack Lists. 2. Benefits of Integrating Agentforce with Slack – Over 2,600 integrations…
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LWC と Models API で、高度にカスタマイズしたAIアプリを作る
Discover the transformative potential of integrating custom AI components with Lightning Web Components (LWC) in Salesforce. 1. Trend – The rise of AI in Salesforce development is reshaping application capabilities. – AI models are becoming more accessible within Salesforce ecosystems. 2. Insight – Salesforce’s LWC offers the flexibility to incorporate custom AI components seamlessly. –…
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AI and Agentforce: Governance Strategies for Your First AI Project – Salesforce Admins
Here’s what you might not know about starting your first AI project in Salesforce. 1. Key Industry Trend – AI’s growing influence is transforming business operations. – Salesforce’s Agentforce, unveiled at Dreamforce ’24, is a game-changer for productivity. 2. Data Governance Insight – Data governance is foundational to AI success. – Ensure data is clean…