Salesforce recently announced the sunsetting of Salesforce Inbox for Outlook. This change, while significant, opens up a world of opportunity for sales teams to revamp their sales processes and find solutions that enhance their productivity. As the transition approaches in June 2024, it’s important to identify which capabilities your team needs when moving beyond Salesforce…

Welcome to another part of our series on becoming a Salesforce data pro! If you’ve been following our journey from the installation of Data Loader to the seamless insertion of users, you’re probably already familiar with the potential that Data Loader holds when it comes to managing big amounts of data. Now, we’re on to…

Prompt engineering techniques, if done right, can help you get things right, better, and most importantly, faster … Here are highlights from article Prompt Engineering for Salesforce Developers 1. Prompt engineering: – Crafting clear prompts to guide the LLM in understanding what you want. – Iterative process of refining words and sentences in natural language.…

Elevate your AI game! Clean data is key. Join the Salesforce Admins Podcast for insights and tips from Lizz Hellinga, Salesforce MVP. Subscribe now … Here are highlights from article Why Clean Data Is Non-Negotiable in the AI Era with Lizz Hellinga – Salesforce Admins 1. Importance of clean data for generative AI: – Clean…

Learn how Aleksandra Radovanovic created automation that helps streamline and improve the process for capturing incidents and outages and communicating with customers in a timely fashion … Here are highlights from article Implement a Scalable Incident Creation and Notification Process | Automate This! – Salesforce Admins 1. Use case: Streamline incident capture and communication process…

Learn how Dirk Keaton created a one-screen, mobile-friendly Salesforce flow that his peers can use to easily record case interactions with clients … Here are highlights from article Build a One-Screen Mobile App for Easy Record Creation | Automate This! – Salesforce Admins 1. Use case: Specialists need to track case notes easily on mobile…

Run through a list of tools to use DataWeave in different scenarios, from a Mule application with drag-and-drop to a command-line tool … Here are highlights from article 5 Ways to Use MuleSoft’s Magical Transformation Language: DataWeave 1. Mule application: – DataWeave can be used to transform data in a Mule application. – Can use…

Confidently release new features to users with end-to-end automated testing across your entire tech stack. Highlights Testing is absolutely critical in Salesforce as it helps ensure that the platform is functioning flawlessly and meeting the needs of its users. However, performing this manually can be quite challenging for many reasons. Salesforce can sometimes seem like…

In the dynamic digital landscape, the intersection of data quality and artificial intelligence (AI) is pivotal for organizational success. In a Salesforce context, there is a symbiotic relationship between Einstein, a cutting-edge AI system, and Data Cloud. It underscores the indispensable role of high-quality, complete, and accurate data in unlocking the full potential of AI-driven…

Here is a Step by Step Guide on How to Use OAuth External Credential with Client Credentials with Client Secret Flow to integrate two Salesforce Orgs … Step by Step Guide to OAuth External Credential with Client Credentials with Client Secret Flow Here is a Step by Step Guide on How to Use OAuth External…