• How to Set Up AI Models in Einstein Copilot Studio

    Set up and authenticate your AI models in Einstein Copilot Studio, and output your predictions in Data Cloud … Here are highlights from article How to Set Up AI Models in Einstein Copilot Studio 1. Einstein Copilot Studio Overview – Allows companies to train AI models with real-time customer data from Data Cloud – Supports…

  • 4 Ways to Build Your Personal Brand Using AI – Salesforce Admins

    Elevate your personal brand with ChatGPT! Explore 4 ways AI enhances your online presence. Stand out in the competitive world of Salesforce … Here are highlights from article 4 Ways to Build Your Personal Brand Using AI – Salesforce Admins 1. Understanding personal branding as a Salesforce Admin – Personal brand is the unique identity…

  • All-Star Salesforce Admins Help Sales Team Close Deals | Salesforce Ben

    In an increasingly competitive and turbulent economy, closing deals and automating tasks are considered top priorities. The most valued Salesforce Admins are helping their sales teams close deals in record time using Salesforce’s many features. Using the State of Sales report, we’ll explore the learnings from 7,700+ sales pros. How can you put their tips…

  • Understanding How to Apply OpenAI to Salesforce: An Admin’s Guide | Salesforce Ben

    Over the last year, OpenAI has emerged as the world’s leading AI service and, as part of that growth, is rapidly making its way into Salesforce. While Salesforce enables customers to access it via its Einstein GPT suite of products, Salesforce Admins and Developers have also started integrating directly with OpenAI’s APIs and the many…

  • Event Relay’s New Declarative Tools & Hyperforce Support

    With Event Relay, it’s never been easier to harness the power of event-driven integrations … Here are highlights from article Event Relay’s New Declarative Tools & Hyperforce Support 1. Event Relay simplifies Salesforce-AWS integration: – Provides a connection between Salesforce and AWS services without custom code or middleware. – Subscribes to Platform Events and Change…

  • Use Salesforce’s AI Capabilities to Increase Accessibility for Your Users – Salesforce Admins

    Enhance Salesforce accessibility with AI tools: Lightning Article Editor and Einstein Service Replies. Learn how to elevate user experience seamlessly … Here are highlights from article Use Salesforce’s AI Capabilities to Increase Accessibility for Your Users – Salesforce Admins 1. Making Knowledge content accessible: – Salesforce’s new Lightning Article Editor has a built-in Accessibility Checker…

  • 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…

  • 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…

  • 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…

  • 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…