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Salesforce Backup: How to Build a Solid Business Case | Salesforce Ben
Share this article…More Salesforce teams than ever are aware that they need to backup their Salesforce data, with 86% of teams reporting that they now have a backup solution. However, it can sometimes be a challenge to get support and budget from the wider business… Read More … Here are highlights from article Salesforce Backup:…
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Choosing the Right Salesforce eSignature Tool | Salesforce Ben
Share this article…It’s fair to say that eSignatures are at the heart of digital documents and services. Without the ability to sign and process a document electronically, remotely, and – above all – securely, organizations would be unable to succeed in today’s hybrid work environment.… Read More … Here are highlights from article Choosing the…
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Generate Package.xml for your Salesforce Org with a single command
#1MinuteTip Here is a single command in Salesforce CLI that will generate the package.xml containing all the metadata components from your Salesforce Org … Here are highlights from article Generate Package.xml for your Salesforce Org with a single command 1. Clear and Concise Instructions: – The article should provide clear and easy-to-follow instructions for each…
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Salesforce CLI Open AI Plug-in – Generating Records
Image generated by Stable Diffusion 2.1, based on a prompt from Bob Buzzard Introduction After the go-live of Service and Sales GPT … Here are highlights from article Salesforce CLI Open AI Plug-in – Generating Records 1. Passing Parameters to Apex Method from Visualforce Page – Developers often wonder how to pass parameters to a…
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Capture E-Signatures with Lightning Web Components on Mobile
Signature Capture LWC allows you to capture signatures and attach them to a Salesforce record on mobile … Here are highlights from article Capture E-Signatures with Lightning Web Components on Mobile 1. Introduction: – E-signatures are useful for verifying payments, transactions, and updating records. – Salesforce has created a Lightning Web Component (LWC) for capturing…
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Increase Your Impact with Salesforce Data Cloud (CDP): A Guide for Nonprofits | Salesforce Ben
Share this article…As organizations navigate the increasingly digital landscape, the management of data sources becomes more challenging. On top of that, for nonprofit organizations, the complex regulatory structures governing donor data adds pressure to maintain stringent administration processes and responsible data practices. This can be… Read More … Here are highlights from article Increase Your…
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How to Automate Lead Assignment for Salesforce Platforms
How to Automate Lead Assignment for Salesforce Platforms Lead assignment • Salesforce platforms Exactly how leads are handed over from marketing to sales should never be assumed or taken lightly. Lead assignment is a crucial step in … Here are highlights from article How to Automate Lead Assignment for Salesforce Platforms 1. Sync Behaviors: –…
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July Coffee Talk with Admin Evangelists – Salesforce Admins
Tune in to the Salesforce Admins Podcast for expert tips on public speaking at community conferences from Mike Gerholdt, Gillian Bruce, and Josh Birk … Here are highlights from article July Coffee Talk with Admin Evangelists – Salesforce Admins In this episode of the Salesforce Admins Podcast, the hosts discuss community conferences and provide tips…
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Automate This! — Gather Information from Experience Cloud Users with Flow – Salesforce Admins
See how Christina Nava uses a login screen flow to gather information from a user the first time they log in to Experience Cloud … Here are highlights from article Automate This! — Gather Information from Experience Cloud Users with Flow – Salesforce Admins 1. The problem: Inefficient process of collecting provider data – Currently,…
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Automate This! — Allow New Experience Cloud Portal Users to Self-Register with Flow – Salesforce Admins
Anne Powell shares how she uses screen flows to allow new Experience Cloud portal users to self-register instead of using the standard self-registration component or Apex … Here are highlights from article Automate This! — Allow New Experience Cloud Portal Users to Self-Register with Flow – Salesforce Admins 1. Why use Flow to automate self-registration…