Salesforce
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6 New Salesforce Features For Educational Institutions
Salesforce is revolutionizing education with new features in Education Cloud—here’s how you can harness them. 1. Enhanced Data Management – Data Cloud for Education consolidates student data from multiple sources into a unified format. – This integration improves data analytics, enabling data-driven decisions and AI-based forecasts on enrollment and academic risks. 2. Streamlined Admissions –…
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Complete Guide to Creating Dashboards in Salesforce
Dashboards in Salesforce are transforming how data insights are accessed and utilized, driving better decision-making for businesses. 1. Understanding Dashboards – Dashboards offer a visual representation of key data, bringing clarity and insight from multiple Salesforce reports. – With the integration of widgets like charts, tables, rich text, and images, dashboards become powerful tools for…
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How to Avoid Salesforce Bulk API Limits While Dealing With Large Datasets
The secret to handling large datasets in Salesforce efficiently lies in understanding and working around Bulk API limits. Were you aware that Salesforce’s Bulk API and Bulk API 2.0 are designed to handle large data volumes but impose certain limits to maintain system performance? Here’s how you can manage this. 1. Industry Trend – Large…
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How to Prepare for a Salesforce Forecasting Implementation
Is your Salesforce forecasting setup truly ready to deliver actionable insights? Did you know that over-reliance on external data sources can threaten the accuracy of your Salesforce forecasts? The latest insights emphasize the importance of comprehensive preparation across people, process, and technology for a successful forecasting implementation. 1. People – Define clear roles within your…
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Creating a Schedule-Triggered Flow in Salesforce: A Step-by-Step Guide
Here’s the hidden issue with Salesforce that no one tells non-tech managers. Did you happen to know that the end of support for Process Builder and Workflows is pushing many Salesforce admins to transition to flows? This shift is crucial, as flows offer greater flexibility and power, but they also introduce more complexity. 1. Industry…
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Maximize the Scalability and Performance of Salesforce Pub/Sub API
Here’s how Salesforce Pub/Sub API can supercharge your event-driven integrations. Did you know that Salesforce Pub/Sub API is optimized for handling large volume replication and eventing needs across the platform? 1. Best Practices for API Performance – Implement retry strategies with backoff to handle transient errors efficiently. – Utilize debugging features like trace ID and…
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Step-by-Step Guide to Using Apex Merge Fields in Prompt Template
The secret weapon for dynamic Salesforce templates is hidden in Apex merge fields. Did you know that using Apex merge fields in prompt templates can significantly enhance the personalization of your Salesforce interactions? 1. Trend – Customization in Salesforce is increasingly sought after to improve user engagement and efficiency. – Apex merge fields serve as…
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プロンプトビルダーの基本
Discover the shift that solution architects are tackling head-on. Did you know that Salesforce is evolving its approach to solution architecture, focusing on foundational principles that enhance efficiency and innovation? 1. Current Trend – Salesforce is prioritizing a structured framework for solution architecture. – This approach aims to streamline processes and foster sustainable growth. 2.…
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Prepare for the Salesforce AI Specialist Exam and Agentforce – Salesforce Admins
AI in Salesforce is reshaping the role of admins. Did you happen to know that Salesforce has launched Agentforce, a suite of AI agents, and is offering free AI certification exams through December 2025? These advancements emphasize the growing intersection of AI and CRM operations. 1. Current Trends – AI technologies like Agentforce are transforming…
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Why Admins Should Beware of Salesforce Sandbox Preview Orgs
Have you ever realized the potential pitfalls of Salesforce sandbox preview orgs? Did you happen to know that Salesforce provides three major releases each year, with a sandbox preview window allowing early access to new features? Here’s why this is crucial for Salesforce Admins and what to consider before jumping in. 1. Sandbox Preview Trend…