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Grant Access Permissions to Salesforce Campaigns: The Marketing User Checkbox | Salesforce Ben
The “Marketing User” checkbox is perhaps one of the quirkiest Salesforce settings. A field found on the user record, enabling this checkbox will give a user the ability to create, edit, and delete campaign records, plus other campaign management capabilities. So, next time a user says “I can’t create campaigns”, you know where to look…
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What Is a Platform Event-Triggered Flow? – Salesforce Admins
Transform your Salesforce automation game with platform event-triggered flows. Explore use cases, follow examples, and build your first flow seamlessly integrating external actions … Here are highlights from article What Is a Platform Event-Triggered Flow? – Salesforce Admins 1. Overview of platform event-triggered flow: – Platform event-triggered flow allows actions to be taken in Salesforce…
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Introducing Salesforce External Services | Salesforce Ben
External Services is a Salesforce integration method that lets you seamlessly connect external web services to your Salesforce org without coding. In today’s world, customers expect integrated experiences across multiple platforms and services. External Services facilitates this by declaratively integrating external APIs and computations into Salesforce using industry standards like OpenAPI. This allows you to…
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Why CPQ Could Be the Specialization for You | Salesforce Ben
Salesforce CPQ or “Revenue Cloud” enables organizations to streamline their revenue functions directly within Salesforce – from quoting to billing, all the way through to the recognition of revenue. Whilst Salesforce CPQ is still relevant on its own, being part of Revenue Cloud brings added features to your Salesforce org, which go above and beyond…
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4 Learning Platforms (Besides Trailhead) to Help Boost Your AI Knowledge | Salesforce Ben
At their first AI day, Salesforce announced a slew of new content on Trailhead for learning AI, including a Trailmix and numerous modules. If you’re like me and have gone through them, you may have thought to yourself: “So… am I a data scientist now?” I decided I wasn’t, and I wanted more. To be…
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Well-Architected Document Generation for a Well-Architected Salesforce | Salesforce Ben
Salesforce implementations thrive when well-architected, focusing on streamlined business processes. Studies have shown (and everyone would agree!) that well-architected systems decrease costs, lower maintenance, and allow for continuous innovation. In the realm of CRM and Lead-to-Cash processes, the necessity for document generation is evident. Quotes, contracts, purchase orders, and invoices are integral to these processes…
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Prepare for 2024 Changes for Email Senders · Nebula Consulting
If you are a Marketing Cloud Account Engagement or Engagement user and you are concerned about how this might affect you, you’re not alone … Here are highlights from article Prepare for 2024 Changes for Email Senders · Nebula Consulting 1. Change happening to reduce spam emails: – Aimed at protecting recipients from spoofing, phishing,…
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Work with Data Cloud Data using Amazon SageMaker ML Capabilities
Learn how to use the power of Salesforce Data Cloud and Amazon SageMaker to query, import, and analyze your Data Cloud data … Here are highlights from article Work with Data Cloud Data using Amazon SageMaker ML Capabilities 1. Viewing metadata in Amazon SageMaker: – Connect Salesforce Data Cloud org to Amazon SageMaker – View…
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Trailblazers at TDX with LeeAnne Rimel – Salesforce Admins
Submit your TrailblazerDX 2024 presentation! Explore what’s new at TDX this year with LeeAnne Rimel on this episode of the Salesforce Admins Podcast … Here are highlights from article Trailblazers at TDX with LeeAnne Rimel – Salesforce Admins 1. TrailblazerDX emphasizes community and engagement: – TDX offers opportunities to learn directly from product owners and…
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Advanced Sandbox Concepts for Salesforce Admins | Salesforce Ben
Check out some advanced concepts that every Salesforce Admin should be aware of when developing and deploying changes … Here are highlights from article Advanced Sandbox Concepts for Salesforce Admins | Salesforce Ben 1. Sandbox Clone – Cloning an existing sandbox to back up development work – Can only clone sandboxes of the same type…