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Salesforce Lead Conversion: Why Would Errors Appear? | Salesforce Ben
Lead conversion is probably one of the processes you have heard about early on in your Salesforce career because, for many companies using Salesforce, it is one of the very first positive outcomes of a qualified prospect’s journey. Being an irreversible action when successful, ensuring that the conversion into a contact, account, and opportunity happens…
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A Day in the Life of a Slack User: 10 Slack Features to Use | Salesforce Ben
This article outlines the day in the life of a potential Slack user, and how they can best utilize the many features Slack has to offer … Stay ahead in the dynamic Salesforce ecosystem by understanding how Slack revolutionizes the workday. Here’s a breakdown of key areas to focus on when integrating Slack into your…
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#SalesforceSpring24 – Choose How to Run Platform Event Triggered Flows
#1MinuteTip #SalesforceSpring24 You can now choose whether to run event-triggered flows as the user that triggered the flow or as your org’s specified default workflow user … #SalesforceSpring24 – Choose How to Run Platform Event Triggered Flows #1MinuteTip #SalesforceSpring24 You can now choose whether to run event-triggered flows as the user that triggered the flow…
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Why the Pardot email preference center is so important
The lists used in your Pardot preference center should be the foundation of all lists that are used for email marketing efforts … Stay ahead of the curve in your Salesforce endeavors by optimizing your Pardot Preference Center. Elevate your marketing campaigns with these five key areas: 1. **Personalization and Branding** – Tailor the preference…
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Introducing Component-Level API Versioning for LWC
LWC API versioning is a great way to ensure backward compatibility for your existing components, while still allowing new components to adopt new features … Here are highlights from article Introducing Component-Level API Versioning for LWC Introduction: This article introduces component-level API versioning for Salesforce Lightning Web Components (LWC). It explains what it is, why…
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Moving on from the Ant Migration Tool to sf CLI (v2)
It is time to move on from the Ant Migration Tool to the latest and officially-supported developer experience using the Salesforce CLI … Here are highlights from article Moving on from the Ant Migration Tool to sf CLI (v2) 1. Retirement of the Ant Migration Tool – Ant Migration Tool will not receive updates or…
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Keeping Processes Fresh in Salesforce with Dorian Earl – Salesforce Admins
Ditch those Rolodexes! Integrate Salesforce with your biz by working BACKWARDS & discover hidden ROI. Listen to Dorian Earl on SalesforceAdmins Podcast … Here are highlights from article Keeping Processes Fresh in Salesforce with Dorian Earl – Salesforce Admins 1. Business Process Integration – Dorian Earl emphasizes aligning Salesforce org with company-specific business processes. –…
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How to Manage Revenue Recognition in Salesforce | Salesforce Ben
Revenue recognition is a pivotal accounting principle that defines specific guidelines governing the timing and procedure for a company to record and validate revenue within its financial documentation. This process entails an organized sequence, commencing with the identification of customer agreements, the validation of transactions, and concluding with the formal recognition of revenue upon fulfilling…
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Top 12 Salesforce Tips to Supercharge Productivity in 2024 | Salesforce Ben
Salesforce has so many out-of-the-box features that you can start using right now to continuously enhance your experience … Here are highlights from article Top 12 Salesforce Tips to Supercharge Productivity in 2024 | Salesforce Ben 1. Manage Field Permissions – Enable the setting in User Management Settings. – Include field permissions directly within Permission…
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How to Test Your Salesforce Org to Mitigate Major Risks | Salesforce Ben
With Salesforce consistently updating its platform, there are many changes that occur throughout the year. This means that companies in the Salesforce ecosystem must conduct regular tests to identify issues before they become a problem. You should be testing your Salesforce environment to mitigate risk, as there are various areas where tests can help maintain…