Salesforce

  • Get Started with DevOps Center

    Stay ahead in the dynamic Salesforce ecosystem by understanding the crucial role of DevOps in streamlining and securing your delivery process. The new DevOps Center is a game-changer, providing a more integrated and user-friendly experience. Here are five key areas to consider when adopting DevOps Center for your Salesforce implementations: 1. Simplified Setup and Configuration:…

  • New Admin Features From Salesforce Winter ’25 Release – Technical Potpourri from Sudipta Deb

    Stay ahead in your Salesforce journey with the latest Winter ’25 release. Here’s a quick guide to the top 5 admin features you need to know. 1. Dynamic Interactions Enhancements – Enhance user interface responsiveness with new event-driven features. – Create more interactive experiences without custom code. – Utilize user actions to update page content…

  • Step-by-Step Guide to Sales Email Prompt Template

    Staying ahead in the Salesforce ecosystem means leveraging every tool to optimize how you connect with customers. One such tool is the Sales Email Prompt Template, a feature designed to enhance your sales email efficiency and effectiveness. Here’s a breakdown of the 5 key areas you should focus on: 1. Email Template Setup – Begin…

  • GenAI For Salesforce Professionals: Comparing ChatGPT, Gemini, Claude, and More

    Salesforce professionals, stay ahead of the curve by understanding the impact of Generative AI on the Salesforce ecosystem. Here’s a quick dive into the pivotal areas you should be aware of: 1. Generative AI Integration – ChatGPT, Gemini, and Claude are examples of AI models that can be integrated with Salesforce. – These integrations can…

  • “Can You Add a Field?” 10 Questions for Admins to Ask First

    Understanding the implications of adding a new field in Salesforce is critical to maintain a clean and efficient org. Before making changes to your Salesforce environment, consider these five key areas to ensure long-term success and scalability. 1. Data Model and Storage – Assess how the new field impacts your data model. – Consider if…

  • Einstein Conversation Insights: Analyze Customer Calls and Coach Your Users

    Unveiling the power of Einstein Conversation Insights can revolutionize the way Salesforce professionals harness data from customer interactions. This tool not only enhances understanding of customer needs but also elevates user coaching to a new pinnacle of effectiveness. 1. Automated Call Transcription and Analysis – Transcribes sales calls automatically. – Analyzes conversations for key themes…

  • The Evil Co-Worker presents Evil Copilot – Your Untrustworthy AI Assistant

    Navigating the complexities of Salesforce development and integration can sometimes feel like a battle against ‘evil’ forces. Understanding the key areas to focus on can help you maintain control and ensure a successful Salesforce ecosystem in your organization. 1. Org Strategy – Always consider the long-term impact of any changes. – Design with an emphasis…

  • 10 Best Practices for a Salesforce Business Analyst

    As Salesforce professionals, staying informed on best practices is essential for optimizing performance and productivity. Here’s a quick rundown of the top 5 areas for Salesforce business analysts to focus on: 1. Understanding Business Requirements – Elicit and define clear business requirements by engaging with stakeholders. – Employ techniques like user stories and use cases…

  • #SalesforceWinter25 – Salesforce Winter ’25 Pre-Release Org

    Stay ahead in the ever-evolving world of Salesforce with the latest Winter ’25 updates. Here’s a concise summary of what to expect: 1. Pre-Release Org Sign-Up: – Opportunity to explore new features before general availability. – Early access allows for adaptation and strategic planning. – Sign-up process is simple and available to all Salesforce professionals.…

  • Share Your Data from Salesforce Data Cloud to Snowflake

    Stay ahead in the Salesforce ecosystem by understanding the integration of Salesforce Data Cloud with Snowflake. This powerful combination allows for seamless sharing and synchronization of data, enhancing the way businesses leverage their information assets. Here are the five key areas you need to focus on: 1. Data Sharing – Share Salesforce data securely with…