A. Ruiz Content

Salesforce

  • 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…

  • Salesforce For Venture Capital & Private Equity: Effective Customizations

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Industry Challenge – Private capital firms struggle with Salesforce’s out-of-the-box setup. – The platform is mainly designed for sellers, not for complex deal processes. 2. Key Customization Strategies – Automate data capture to minimize manual entry. – Implement relationship intelligence to eliminate…

  • Optimizing Data Retrieval in Salesforce: Converting WSO2 Services to SOA3

    Are your Salesforce services slower than they should be? The shift from WSO2 to SOA3 might be the solution you need. 1. Transitioning from WSO2 to SOA3 – SOA3 offers lower latency and better scalability compared to WSO2. – Enables faster data retrieval and smoother interactions with third-party APIs. – Simplifies architecture, reducing maintenance and…

  • How to Plan Your Salesforce Data Cloud Use Cases

    Unlock the potential of Salesforce Data Cloud by defining your use cases effectively. 1. Importance of Use Cases – Clear Direction: Serve as a ‘North Star’ guiding technical discovery and decision-making. – Efficiency: Simplify processes by focusing on specific ROI-producing scenarios. – Scalability: Enable the addition of more use cases over time, ensuring ongoing value…

  • Bring Your Salesforce Mobile SDK Apps to Apple Vision Pro

    Discover how Salesforce is transforming app development with the integration of Apple Vision Pro. 1. Trend in Spatial Computing – Salesforce Mobile SDK 12.2 now supports Apple Vision Pro, enhancing apps with visionOS. – This integration bridges digital and physical worlds for immersive experiences. 2. Key Insights for Salesforce Professionals – Developers can easily transition…

  • Clone Object-Based Calendars with Flow While Avoiding Duplicates | How I Solved It – Salesforce Admins

    Here’s the hidden power of object-based calendars within Salesforce—an innovation that effortlessly bridges the data display gap. 1. Industry Shift – More businesses are moving towards visual data representation. – Salesforce offers object-based calendars but with a manual creation barrier. 2. Salesforce Insight – Use the Flow Builder to automate the creation of Calendar records.…

  • Guide to Salesforce Selective Sandbox Access

    How much time have you spent manually handling user access to Salesforce sandboxes? The introduction of Selective Sandbox Access aims to change that, streamlining the process and enhancing security. 1. Current Trend – Salesforce professionals have long relied on sandboxes for development and testing. – Manual user provisioning is time-consuming and often cumbersome. 2. Key…

  • Salesforce Standard Fields vs. Custom Fields: Choosing the Right Approach

    Here’s the hidden advantage of mastering Salesforce fields that boosts business efficiency. 1. Essential Field Concepts – Salesforce fields have distinct data types (e.g., Text, Date) that influence data behavior. – Each field features a user-friendly label and an API name for integration purposes. – Formula fields automate calculations by deriving values from other fields.…

  • Ultimate Guide to Creating AI Agents in Salesforce

    AI Agents in Salesforce are reshaping customer and employee interactions. But how do you ensure they’re implemented effectively? 1. Embracing an AI Mindset – AI is no longer about fear or skepticism; it’s about opportunity and integration. – Salesforce professionals should adopt a “why not?” attitude, exploring AI’s potential across all functions. 2. Understanding AI…

  • Guest User Access Comes to BrightSIGN

    Here’s a challenge Salesforce developers face daily that can make or break your UI performance. 1. Passing Parameters in Visualforce – Understanding how to efficiently pass parameters from a Visualforce page to an Apex controller method is crucial. – This technique enhances interaction between user inputs and backend logic, streamlining data processing. 2. Visualforce Lookup…