A. Ruiz Content

Salesforce

  • Agentforce’s Best Friend: Clean, Reliable Data – Salesforce Admins

    Are you truly leveraging AI, or is your data holding you back? 1. Generative AI Demands Clean Data – Clean data isn’t optional. Generative AI relies on accurate, complete, and current data. – Poor-quality data leads to unreliable AI insights and decisions. 2. Identifying and Tackling Bad Data – Common culprits include duplicates, inaccuracies, incomplete…

  • Jen’s Top Spring ’25 Release Features | Be Release Ready – Salesforce Admins

    Discover the latest Salesforce Spring ’25 release features that will transform your workflow efficiency and AI integration. 1. AI Enhancements – Access AI agents via Salesforce Foundations, offering free autonomous agents with limited features for both Sales and Service. – Improve lead qualification with Agentforce SDR, which automates emails and meeting bookings, available in select…

  • #SalesforceSpring25 – Custom Fields Limit Increased to 300 on Activities

    Salesforce professionals, here’s a revelation about an update that has the potential to transform how you manage data! 1. Increased Custom Fields Limit – Salesforce’s Spring ’25 update brings an increase in the number of custom fields on activities from 100 to 300. – This allows for greater flexibility and more detailed data capture tailored…

  • #SalesforceSpring25 – API Name in Related List Component Configuration

    Ever wondered how minor tweaks in Salesforce can lead to major efficiency gains? 1. Current Trend – The Salesforce Spring ’25 release introduces a notable feature enhancement. – API Name is now accessible in the Related List Component configuration. 2. Key Insights for Salesforce Professionals – This seemingly small change holds big potential for customization.…

  • How Does Salesforce Support Their Partners?

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Problem in Salesforce Implementations – Many Salesforce implementations face challenges, often resulting in unfinished or failed projects. – Common issues include prioritizing profit over quality and ignoring best practices. 2. Certification and Support Dilemmas – The certification hiring dilemma prioritizes credentials over…

  • Master Apex Replay Debugger: How to Streamline Debugging in Salesforce

    Here’s the hidden gem for debugging Apex code in Salesforce that simplifies your process. 1. Engagement in Debugging – The Apex Replay Debugger offers a distinct advantage over traditional debugging methods by allowing offline playback of existing logs. – It leverages the Salesforce CLI, Visual Studio Code, and Salesforce Extension Pack, providing a streamlined debugging…

  • Get Agentforce Ready: Move From Profiles to Permission Sets | How I Solved It – Salesforce Admins

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Transition from Profiles to Permission Sets – Managing permissions in large Salesforce environments is complex and often chaotic. – The shift from profiles to permission sets aims to enhance security through the Principle of Least Privilege. 2. Key Challenges – User access…

  • Salesforce User Access Policies: The Complete Guide

    Here’s the hidden benefit of Salesforce User Access Policies: reducing manual admin workload. 1. Current Trend – Salesforce is sunsetting permissions on Profiles, pushing organizations towards Permission Sets and Permission Set Groups. – User Access Policies, introduced in the Summer ’24 release, simplify access management. 2. Key Insights for Salesforce Professionals – User Access Policies…

  • #SalesforceSpring25 – Enhanced List Views for Roles & Permission Sets

    Here’s the hidden issue with Salesforce list views that no one tells non-tech managers. 1. Enhanced List Views – Salesforce Spring ’25 introduces upgraded list views for roles and permission sets. – This enhancement allows for a more intuitive user experience and greater visibility. 2. Key Benefits for Salesforce Professionals – Improved navigation aids in…

  • #SalesforceSpring25 – Sort List Views by Multiple Columns

    Here’s the hidden issue with Salesforce list views that no one tells non-tech managers. 1. Problem – Salesforce professionals often face the challenge of limited sorting capabilities in list views. – Sorting by multiple columns has been a long-requested feature to enhance data visibility and usability. 2. Approach – The Spring ’25 update introduces the…