A. Ruiz Content

Salesforce

  • Explore Data Cloud APIs with the Refreshed Postman Collections

    Here’s the hidden issue with Salesforce that no one tells non-tech managers: Understanding Data Cloud APIs. 1. Two Main APIs – Data Cloud API: Direct interaction with DC tenant, faster operations, read-only except for Ingestion API. – Data Cloud Connect API: Integrates with Salesforce Platform, useful for mixed operations with shared connections. 2. Postman Enhancements…

  • Your Ultimate Guide to a Legacy Data Migration to Salesforce

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Data Preparation Challenges – The leading cause of migration pitfalls stems from inadequate data preparation, often leading to budget overruns or delayed timelines. – Ensuring legacy data is clean, accurate, and compatible is critical for a smooth transition to Salesforce. 2. Evaluation…

  • Salesforce Cross-Object Formulas vs. Roll-Up Summary Fields

    Here’s a surprising fact: Choosing the right Salesforce tool can redefine your data efficiency. 1. Cross-Object Formulas & Roll-Up Summary Fields: The Basics – Cross-object formulas allow referencing fields directly from related records, ideal for dynamic calculations. – Roll-up summary fields aggregate data from child records, perfect for pre-calculated insights. 2. Key Differences for Salesforce…

  • Why Is Salesforce Line-Item Management a Challenge?

    Here’s the hidden challenge with Salesforce implementations: line-item management can become a complex obstacle. 1. Current Challenge – Line items represent individual products or services within Salesforce objects like Opportunities, Quotes, and Orders. – The out-of-the-box (OOTB) line-item configurator often doesn’t meet advanced business needs. 2. Specific Issues for Salesforce Professionals – Dynamic Calculations: OOTB…

  • The Power of Two: Creating Hybrid Automations With Apex and Flow

    Unlock smarter workflows with hybrid automation in Salesforce. 1. Trend: Hybrid automation, the fusion of Flow and Apex, is gaining traction for its efficiency and scalability. – Flow offers quick, no-code solutions suitable for straightforward tasks. – Apex provides advanced customization for complex logic and integrations. 2. Insight: Leveraging both tools can enhance automation. –…

  • Retrieve and Share Files with Agentforce

    Here’s the hidden advantage of Agentforce that enhances your Salesforce workflow with minimal code. 1. Trend: Custom actions using Agentforce – Salesforce professionals can use Agentforce to extend productivity with custom Apex or Flow actions. – These actions streamline processes like retrieving and sharing files from external systems. 2. Insight: File retrieval and sharing –…

  • Best Practices for Using Historical CRM Data in Data Cloud and AI

    How much historical CRM data is enough for your AI initiatives? 1. Leveraging Historical Data – Increasing importance of historical CRM data in AI applications. – Salesforce’s Data Cloud offers transformative tools to utilize this data effectively. 2. Key Considerations – Importance of determining the right amount of historical data for integration. – Risks of…

  • 10 Steps to Developing Salesforce Solution Designs

    Here’s the overlooked aspect of Salesforce solution design that could transform your projects. 1. Requirements Elicitation – Document client requirements using formats like process flows and user stories. – Ensure mutual exclusivity and exhaustiveness in user stories. 2. Requirements Validation – Validate requirements with clients to confirm alignment with business needs. – Track changes and…

  • What Are the Top AI Use Cases for Modern Marketers? With John Wall – Salesforce Admins

    Here’s an eye-opening revelation: AI is revolutionizing how marketers identify and interact with their target audiences. 1. AI and Marketing Collaboration – AI tools are becoming essential for marketers, leveraging LLMS and custom agents. – Salesforce Admins play a crucial role in integrating these tools with marketing strategies. 2. AI-Driven Marketing Personas – Traditional personas…

  • How to Avoid Bad Salesforce Partners: The Three-Question Test

    Here’s the hidden issue with Salesforce that no one tells non-tech managers. 1. Digital Transformation Failure Rates – Forbes and McKinsey report alarmingly high failure rates in tech projects. – Up to 70% of digital transformation efforts fail to improve corporate performance. – Such failures often lack attention to intangible skills, not technical expertise. 2.…