-
How to Create MTD for VAT on Salesforce | Salesforce Ben
Staying compliant with financial regulations is crucial for any business, and Salesforce can be a powerful tool to help with this. The recent article on creating Making Tax Digital (MTD) for VAT within Salesforce is a testament to the flexibility of the platform. Here’s a concise outline of the five key areas to focus on…
-
How to build a full-funnel marketing campaign report in Salesforce
Exploring the depths of Salesforce, the versatility of reports cannot be overstated, especially when it comes to optimizing the marketing funnel. Here’s a concise breakdown of the five critical areas you should focus on to leverage the full potential of reporting within Salesforce for your marketing funnel analytics: – Understanding the Marketing Funnel Framework –…
-
Salesforce Announces End of Life for ANT Migration Tool | Salesforce Ben
Stay ahead in your Salesforce career by being informed about the latest update from Salesforce. The ANT Migration Tool is on its way out, and it’s crucial to understand what this means for your deployments and continuous integration processes. Here’s a brief summary of the major points you need to know: 1. **End-of-Life Announcement** –…
-
5 Goals for Every Salesforce Architect in 2024 | Salesforce Ben
As a Salesforce Architect, staying ahead of the curve is crucial for both personal and professional growth. Here are five key areas to focus on for the upcoming year: 1. Mastery of Core Salesforce Technologies – Deepen your understanding of the Salesforce platform’s capabilities. – Stay updated with the latest releases and updates to leverage…
-
The Codeys – Celebrating the Top Content of 2023
Salesforce professionals, let’s reflect on the standout content from the past year that’s been shaping our ecosystem. Here are 5 key areas highlighted in The Codey’s, celebrating top-notch contributions in the Salesforce community. 1. Exceptional Blogs – Recognizing insightful and informative blog posts that provide best practices and innovative solutions. – Covering a range of…
-
Harness Custom Settings and Flow for Dynamic Round Robins | Automate This! – Salesforce Admins
In the fast-evolving world of Salesforce, staying up-to-date with the latest automation techniques is crucial. Here’s a breakdown of a strategy to harness custom settings and Flow for dynamic round robins to streamline lead or case distribution among team members: 1. **Utilization of Custom Settings** – Create hierarchical custom settings to hold round robin assignments.…
-
Marketing Cloud & Account Engagement (Pardot) Certification Paths [Infographic] | Salesforce Ben
Unlock the full potential of your Salesforce career by mastering the art of marketing automation. As you navigate the Salesforce ecosystem, consider the significance of Pardot and Marketing Cloud certifications. Here’s a quick rundown of the 5 critical areas to focus on for certification paths: 1. Certification Choices – Pardot and Marketing Cloud offer separate…
-
Salesforce Launches New Marketing Associate Certification | Salesforce Ben
Unveiling a pivotal step for marketers within the Salesforce ecosystem, the new Salesforce Marketing Associate certification is designed to credentialize emerging talent. As Salesforce professionals, staying updated on new certifications can enhance career trajectories and organizational capabilities. Here are the 5 key areas regarding the new certification: 1. Certification Overview – Tailored for individuals new…
-
Never Give Up on Your Dreams with Anna Szabo – Salesforce Admins
Discover the journey and insights of Anna Szabo, a Salesforce professional who exemplifies resilience and determination. Here are five key takeaways from her experience that could inspire and guide you in your Salesforce career: 1. Embrace Challenges as Opportunities – Overcoming adversity often leads to personal growth and professional development. – Challenges can be a…
-
Use Flow and Custom Metadata Types in a Simple and Sustainable Multi-Variable Formula | Automate This! – Salesforce Admins
Unlock the full potential of Salesforce automation by integrating the use of Flow and Custom Metadata Types. This strategy elevates your data handling capabilities, making your automation tasks simpler and more sustainable. Here’s how to streamline your multi-variable formula processes: 1. Simplifying Complex Logic – Replace complicated formula fields with Flows to manage complex logic.…