A. Ruiz Content

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  • 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.…

    Alexandre Ruiz

    January 29, 2024
    Salesforce
  • 5 Goals for Every Salesforce Developer in 2024 | Salesforce Ben

    Staying ahead in the Salesforce ecosystem means continuously setting and reaching new goals. As we transition into 2024, consider these five key areas to focus on for professional growth and success. 1. Deepen Expertise in Salesforce Specialties – Cultivate a niche by mastering specific Salesforce products like CPQ, Marketing Cloud, or Field Service. – Stay…

    Alexandre Ruiz

    January 28, 2024
    Salesforce
  • Moving from Automation Rules to Engagement Studio in Account Engagement (Pardot) | Salesforce Ben

    Staying ahead in the Salesforce ecosystem means adapting to new tools and methodologies. If you’re transitioning from Automation Rules to Engagement Studio in Account Engagement (Pardot), here are 5 key areas to focus on for a smooth shift: 1. Understanding Triggers and Actions – Engagement Studio provides a more visual approach to automation. – Triggers…

    Alexandre Ruiz

    January 28, 2024
    Pardot
  • Salesforce Data Archiving: Your Solution for a Cleaner Org | Salesforce Ben

    Staying on top of your Salesforce org can be challenging, especially as data accumulates over time. To maintain optimal performance and cost-effectiveness, data archiving is a strategic must-do. Here’s a breakdown of the five key areas you need to consider for a robust Salesforce data archiving strategy: 1. Understanding Data Growth – Recognize the impact…

    Alexandre Ruiz

    January 27, 2024
    Salesforce
  • Unleashing the Power of Data Actions Using a Webhook as a Target

    Stay ahead in the Salesforce ecosystem by harnessing the full potential of data actions using webhooks as targets. Dive into these five key areas to transform how you manage and interact with data: 1. Understanding Data Actions with Webhooks – Data actions in Salesforce can trigger webhooks, allowing for real-time data updates and interactions. –…

    Alexandre Ruiz

    January 27, 2024
    Salesforce
  • Marketing Cloud Intelligence (Datorama): An Introduction to Use Cases | Salesforce Ben

    Understanding how to leverage Marketing Cloud Intelligence (formerly Datorama) can be a game-changer for Salesforce professionals looking to enhance their marketing analytics and insights. Here are five key areas that are critical when utilizing this powerful tool: 1. Centralized Data Integration – Unify data from various marketing platforms into a single source of truth. –…

    Alexandre Ruiz

    January 26, 2024
    Marketing Cloud
  • AI Resource Roundup for Salesforce Admins – Salesforce Admins

    Unlock the full potential of AI in your Salesforce environment with these essential insights. Stay ahead in the game by understanding and implementing these critical areas: 1. AI Basics for Admins – Grasp foundational AI concepts within Salesforce. – Recognize how AI can streamline workflows and enhance decision-making. – Identify use cases where AI can…

    Alexandre Ruiz

    January 26, 2024
    Salesforce
  • Step by Step Guide to No Authentication External Credential in Salesforce

    Step by Step Guide to No Authentication External Credential in Salesforce Here is a Step-by-Step Guide on No Authentication External Credential in Salesforce to make API call to an external system & display the response in a Flow … You can read it here: https://sfdc.blog/Oytcp Source from asagarwal(dot)com

    Alexandre Ruiz

    January 26, 2024
    Salesforce
  • Introducing Files and Attachments Backup in Salesforce Backup | Spring ’24 – Salesforce Admins

    Ensuring data integrity and availability is a cornerstone of maintaining a robust Salesforce environment. Salesforce Backup’s new feature, Files and Attachments Backup, is a game-changer, offering peace of mind and robust data protection. Here are the five key areas of this exciting update that you need to know: 1. **Comprehensive Backup** – Automatically includes files…

    Alexandre Ruiz

    January 25, 2024
    Salesforce
  • Lightning Locker vs. Lightning Web Security | Salesforce Ben

    Understanding the security landscape of Salesforce is crucial for professionals who are responsible for protecting their organization’s data. The recent article sheds light on the differences between Lightning Locker and the new Lightning Web Security model. Here’s a distilled overview of the key areas you need to focus on: 1. Security Context – Lightning Locker…

    Alexandre Ruiz

    January 25, 2024
    Salesforce
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Alexandre Ruiz

Salesforce Architect

2021 Salesforce Marketing Champion