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Keep Your Salesforce Data Secure and Accessible
In today’s fast-paced digital environment, maintaining the security and accessibility of Salesforce data is paramount for any organization. Here’s a summarized outline of five key areas to focus on: 1. **Data Access and Security Model** – Utilize Salesforce’s robust security model, featuring organization-wide defaults, roles, profiles, and sharing rules. – Regularly audit and update permissions…
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Converting Page Layouts to Dynamic Forms: A Quick Guide
Exploring the transition from classic Page Layouts to Dynamic Forms in Salesforce can enhance user experience and flexibility. If you’re looking to make the switch, consider these five key areas: 1. Understanding Dynamic Forms: – Dynamic Forms add a layer of personalization and efficiency by allowing fields to be placed in sections that can be…
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Account Engagement Copy Between Business Units- Bulk Asset Copy Flow
Salesforce professionals, keeping up with the latest platform updates is essential. With the introduction of Account Engagement’s Bulk Asset Copy for Business Units, efficiency in managing multiple business units is being redefined. Here are the key takeaways from a recent update that could revolutionize the way you handle Salesforce assets: 1. Enhanced Productivity – Bulk…
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Hands on with Prompt Builder
In the ever-evolving landscape of Salesforce, staying ahead means keeping abreast of the latest tools and features. For those crafting custom prompts within Salesforce, the Prompt Builder has emerged as a game-changing tool. Here’s a breakdown of the five key areas of the Prompt Builder that can significantly enhance your Salesforce user experience: 1. Intuitive…
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Calling All Developers: Have Your Say in Our First Development Survey
Understanding the pulse of the Salesforce developer community is essential to tailor better experiences, tools, and resources. Salesforce Ben is conducting its inaugural Development Survey, seeking insights directly from those shaping the Salesforce ecosystem. Dive into the key areas they are exploring: 1. **Development Tools and Practices** – Usage of different IDEs such as VS…
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Einstein Relationship Insights: How Your Sales Teams Can Close Deals Faster
Uncovering hidden connections and streamlining sales processes are pivotal for staying ahead in today’s market. Salesforce’s Einstein Relationship Insights (ERI) is a game-changer for sales teams aiming to close deals faster. Here’s a breakdown of the 5 key areas you should be aware of: 1. Seamless Integration and Automation – ERI operates within the Salesforce…
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How To Verify API Connection & Perform HTTP Callout in Salesforce Flow – Technical Potpourri from Sudipta Deb
Understanding the intricacies of API connections and HTTP callouts in Salesforce is crucial for streamlined integration and automation processes. Here’s a concise outline of key areas to focus on: 1. Setting up Named Credentials – Secure API integration without exposing sensitive details. – Simplify endpoint management across multiple environments. 2. Utilizing Custom Metadata Types –…
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Evolving Your Skills as a Marketing Cloud Engagement Practitioner
As Salesforce professionals, staying ahead in the evolving landscape of Marketing Cloud Engagement requires continuous skill development. Here are five key areas to focus on to ensure you remain at the forefront of this dynamic field: 1. Data Management and Integration – Master the art of extracting, transforming, and loading (ETL) data within Salesforce ecosystems.…
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Evolving Your Skills as an Account Engagement Pro
Staying ahead in the Salesforce ecosystem means constantly evolving your skills, especially for those specializing in Account Engagement (formerly Pardot). Here’s a breakdown of the five key areas to focus on for continuous growth: 1. Technical Proficiency – Master the core functionalities of Salesforce Account Engagement. – Stay updated with the latest features and updates…
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Get Insights on Lightning Web Runtime Sites with a New Chrome Extension
Salesforce professionals, there’s an exciting new Chrome extension for gaining insights on Lightning Web Runtime sites. Here’s a brief overview of how it can elevate your Salesforce experience through its key features: 1. Real-Time Performance Metrics – Gain immediate visibility into key performance indicators. – Monitor critical metrics like First Contentful Paint and Time to…