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Product Announcements You Might Have Missed in 2023 – Salesforce Admins
In 2023 there was so much Salesforce product innovation! Make sure you’re up to date on the top announcements for Salesforce Admins this year … Here are highlights from article Product Announcements You Might Have Missed in 2023 – Salesforce Admins 1. Lightning Experience enhancements: – Dynamic Forms on LWC-enabled standard objects and mobile –…
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Lead Source Tracking in Account Engagement (Pardot) · Nebula Consulting
Ever wonder how important your Lead Source field is in Account Engagement? Or want to understand how it’s populated? Take a look at our blog … Here are highlights from article Lead Source Tracking in Account Engagement (Pardot) · Nebula Consulting 1. Definition of lead source: – Lead source is the first tracked interaction with…
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10 Important Takeaways for Salesforce Admins from 2023 – Salesforce Admins
Reflect on 2023’s top Salesforce Admin insights and prepare for 2024. From AI adoption to inclusive UI design, dive into key takeaways for #AwesomeAdmins … Here are highlights from article 10 Important Takeaways for Salesforce Admins from 2023 – Salesforce Admins 1. Share insights and experiences with the Salesforce community and product managers: – Engage…
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Reports and Dashboards to Support Salesforce Forecasting | Salesforce Ben
Over the years, I’ve heard many people claim that Salesforce Forecasting is too basic, or that it isn’t needed in Salesforce as it’s done elsewhere. I repeatedly have the same conversations, asking the same questions: Do you want to be able to predict your revenue? Do you want to drive your sales team to close…
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New Course Alert: Master the Salesforce Field Service Exam With Our Practice Pack! | Salesforce Ben
Master your Salesforce Field Service Consultant exam prep with our new practice exam pack. Get full-length tests, detailed scoring, and more … Here are highlights from article New Course Alert: Master the Salesforce Field Service Exam With Our Practice Pack! | Salesforce Ben 1. Contents of the Practice Exam Pack: – 3x Full-Length Timed Practice…
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5 Salesforce Settings Admins Need to Enable | Salesforce Ben
Salesforce Admin Settings: Read more about automation, user management, deployment and email in our guide … Here are highlights from article 5 Salesforce Settings Admins Need to Enable | Salesforce Ben 1. Process Automation Settings: – Enable the ability to run Flows as another user for testing purposes. – Allows for debugging and testing of…
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Account Engagement (Pardot) Advanced Email Analytics
Advanced Email Analytics is an insightful tool for any Account Engagement user. But let’s be honest. In our modern marketing world, where you can’t count opens and are unsure of clicks, the value of Advanced Email Analytics has dropped a notch. Nonetheless, marketers often find themselves reviewing the analytic results of important emails. Advanced Email…
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What’s New in Mobile SDK 11.0 and 11.1
Mobile SDK 11.0 introduces biometric authentication, improved multi-app SSO, and more updates to Android and iOS … Here are highlights from article What’s New in Mobile SDK 11.0 and 11.1 1. Biometric authentication: – Allows users to unlock apps quickly and securely using biometrics. – Users only need to enter their username and password once,…
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Talk to Salesforce Data Using OpenAI, Langchain & Chroma
Discover how to leverage OpenAI’s powerful embedding capabilities to transform your Salesforce data into insightful, actionable embeddings. This guide provides a step-by-step process, complet … Here are highlights from article Talk to Salesforce Data Using OpenAI, Langchain & Chroma 1. Using Open AI embedding with Langchain and Chroma vector database: – Demonstrates how to use…
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Talk to Salesforce Release Notes Using Open AI , Langchain & Chroma
Discover how to leverage OpenAI’s powerful embedding capabilities to transform your Salesforce data into insightful, actionable embeddings. This guide provides a step-by-step process, complet … Here are highlights from article Talk to Salesforce Release Notes Using Open AI , Langchain & Chroma 1. Using Open AI embedding with Langchain and Chroma vector database – The…