Salesforce has announced new Data Cloud integrations with Google Display & Video 360 and LinkedIn to help brands build even more relevant advertising campaigns. What’s more, these integrations place emphasis on leveraging an organization’s first-party data – data that’s collected directly from the user, with their consent – a change to the marketing strategy that…

Discover how to leverage OpenAI’s powerful embedding capabilities to transform your Salesforce data into insightful, actionable embeddings. This guide provides a step-by-step process, complet … Here are highlights from article Converting Salesforce Data into Embeddings with OpenAI and AWS Lambda 1. What is Embedding? – Embedding is a method used in AI to sort data…

Combine multiple API calls into a single API call to simplify your code and reduce the number of API calls counted against your daily limit … Here are highlights from article Query More Data with Nested SOQL Queries in the REST API 1. Introduction to nested SOQL queries: – Prior to the Summer ’23 release,…

In Salesforce Data Cloud, there are two broad ways to activate your data. While working with Data Cloud’s numerous concepts and capabilities, activation is what you will have been leading up to. There would be no point in going through the ingesting, modeling, mapping, reconciliation, and transformation to only have the perfected segment sit in…

Salesforce Spring ’24 Release is coming soon. In this post, I will share the information available today regarding this release, so you can be prepared in advance … Here are highlights from article Salesforce Spring ’24 Release Date + Preview Information – Technical Potpourri from Sudipta Deb Important dates for Spring ’24 release: 1. Production…

Effortlessly manage Salesforce user deactivation with Flow Builder! Learn to automate user checks, notifications, & and deactivation using custom metadata types … Here are highlights from article How to Automatically Deactivate Users Who Haven’t Logged On in 90 Days – Salesforce Admins 1. Using Flow Builder for user management in Salesforce Admin: – Flow Builder…

Earlier this year, Salesforce made the exciting announcement that most orgs would be granted five free licenses for integration users. I don’t know about other admins in the community, but this was one of the most exciting announcements I’ve heard in a long time. It has a direct impact on my day-to-day job and even…

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.…