-
Adding Public Folder to Lightning Email Builder
If you are using the Lightning Email Builder, you likely want to save your email templates in a public folder. The public folder will allow anyone in your team to access the email templates. (Saving the email templates in the Private folder means only you will have access.) But sometimes, you can’t see “Public Email…
-
Einstein Lead Scoring with Kalpana Chauhan – Salesforce Admins
Unlock Einstein’s lead scoring insights with Salesforce pro Kalpana Chauhan. Boost engagement and conversions through data-driven strategies … Here are highlights from article Einstein Lead Scoring with Kalpana Chauhan – Salesforce Admins 1. Kalpana’s background and expertise: – Started as a math teacher but developed an affinity for Salesforce – Foundation in math helps with…
-
Automate This! — Manage Finances with Flow – Salesforce Admins
See how Trailblazer Kenya Shakir uses Salesforce Flow to help her manage her finances and eliminate debt … Here are highlights from article Automate This! — Manage Finances with Flow – Salesforce Admins 1. Use case: – Consumer debt is up 10% since 2020. – Popular ways to pay off debt: snowball method, debt avalanche,…
-
Automate This! — Create a Blood Pressure Tracker Using Flow and Custom Notifications – Salesforce Admins
See how Mary Tagler uses Salesforce Flow, notifications, and image formula fields to create a blood pressure tracker to stay on top of her health … Here are highlights from article Automate This! — Create a Blood Pressure Tracker Using Flow and Custom Notifications – Salesforce Admins 1. Use case: Mary Tagler wanted to create…
-
Speed Up Your Account Engagement (Pardot) Account | Salesforce Ben
Share this article…If you’re using Account Engagement (Pardot), you may notice that sometimes automations execute fast, while other times they take much longer. The same applies for the connector making updates in Salesforce/Account Engagement, and email sends. A question on the Trailblazer Community a few… Read More … Here are highlights from article Speed Up…
-
Salesforce and HubSpot Integration: An Admin’s Guide | Salesforce Ben
Share this article…The time has come. One of the most interruptive calendar invites you can receive just popped up in your inbox. The marketing team is switching marketing automation platforms to HubSpot. And this needs to sync bidirectionally with Salesforce. In this post, I’ll give… Read More … Here are highlights from article Salesforce and…
-
Agile vs. Waterfall: Which to Choose for Your Salesforce Projects | Salesforce Ben
Share this article…Choosing a project management methodology for any Salesforce implementation is a pivotal decision: Agile or Waterfall? Both methodologies have their merits, but choosing the right one can differentiate a thriving business from one that lags. However, the choice involves nuance and requires understanding… Read More … Here are highlights from article Agile vs.…
-
How Could Salesforce Industry Clouds Benefit Your Organization? | Salesforce Ben
Share this article…In the current economic climate, solutions that have an accelerated time-to-value allowing customers to streamline and implement best practices faster may seem like a dream. But Salesforce Industry Clouds are exactly that. So it’s no surprise that IBM identified Salesforce Industries as a… Read More … Here are highlights from article How Could…
-
8 Salesforce Permission Sets Tips | Salesforce Ben
Salesforce permission sets control access to following the principle of the least privilege. Here are some tips on how to use them … Here are highlights from article 8 Salesforce Permission Sets Tips | Salesforce Ben 1. Granular Control: Permission sets allow for granular control of access in Salesforce, extending access based on roles and…
-
Salesforce Invoicing: A Beginner’s Guide | Salesforce Ben
Salesforce Invoicing is a powerful, robust billing and invoicing tool. Here’s everything you need to know … Here are highlights from article Salesforce Invoicing: A Beginner’s Guide | Salesforce Ben 1. Salesforce Invoicing is a powerful solution for streamlining the billing and invoicing process for businesses. – Enables organizations to create, send, and manage invoices…