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What Is a Schedule-Triggered Flow? – Salesforce Admins
Learn how to build schedule-triggered flows in Salesforce to streamline routine tasks, manage data, and solve real-world use cases … Here are highlights from article What Is a Schedule-Triggered Flow? – Salesforce Admins 1. Schedule-triggered flows: – Runs in the background at a specified time and frequency to perform actions on a batch of records…
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5 Signs It’s Time to Transition to Automated Testing | Salesforce Ben
For organizations searching for business solutions, Salesforce can be a changemaker. Salesforce helps organizations transform their processes – streamlining operations, elevating customer experiences, and driving growth. As an organization grows more reliant upon Salesforce, the need for reliable and robust testing becomes evident. While manual testing has merits, it can cause even the best testing…
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Salesforce Deployment Checklist: From Kick-off to Adoption | Salesforce Ben
Salesforce deployments, also known as ‘releases’, are one of the greatest challenges for admins, consultants, and those working in multiple other roles. As Salesforce orgs become increasingly complex, changes often have many ‘moving’ parts that can have far-reaching impacts on the Salesforce org. Once you are satisfied with the solution you’ve built (in a sandbox…
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Slack Admin Course + Practice Exam: Available Now | Salesforce Ben
In today’s fast-paced digital landscape, effective communication is paramount to the success of any organization. As the hub of collaboration, Slack has become an essential tool for businesses of all sizes, connecting teams, streamlining workflows, and fostering productivity. Behind the scenes of this virtual workspace lies a crucial role, often unsung yet indispensable – the…
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Account Engagement – Customize your Email Content List View
Bill Fetter from Unfettered Marketing inspired this blog with his innovative solution of customizing Email Content. If you’re using the new Lighting Email Builder, you regularly send emails out of Email Content. The Email Content default page layout looks something like this: Take a closer look … Here are highlights from article Account…
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Florida Dreamin’: A Conference Where Soft Skills Shine
Florida Dreamin’ 2023 had an excellent mix of non-technical topics. Here are the soft-skills session highlights from the conference … Here are highlights from article Florida Dreamin’: A Conference Where Soft Skills Shine 1. The Florida Dreamin’ conference aims to provide inspiration and guidance for Salesforce community members. – The conference focuses on career pathing…
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270+ Salesforce Acronyms Explained | Salesforce Ben
A comprehensive glossary of acronyms to help users understand key terminology and navigate the Salesforce platform … Here are highlights from article 270+ Salesforce Acronyms Explained | Salesforce Ben 1. ABM (Account-Based Marketing) – Focuses on targeting specific personas in an organization – Personalizes messaging based on different motivations and pain points – Complex strategy…
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How to Download and Install Data Loader: A Tutorial | Salesforce Ben
Whether you’re a Salesforce newbie or an experienced user looking to expand your data mastery, you’ve probably heard about Data Loader and its awesome features that can help you manage data within Salesforce orgs. As something that streamlines the process of importing and exporting data – we can’t deny that it’s definitely a powerful tool…
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Ultimate Guide to Salesforce Health Cloud | Salesforce Ben
Salesforce Health Cloud is a specialized patient and provider platform for health industry organizations. Here’s everything you need to know … Here are highlights from article Ultimate Guide to Salesforce Health Cloud | Salesforce Ben 1. Salesforce Health Cloud Overview – Specialized patient and provider platform for health industry organizations – Utilizes cloud technology, mobile,…
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Use Model Builder to Integrate Google Vertex AI Models with Salesforce
Model Builder is an easy-to-use AI platform that enables data science and engineering teams to build, train, and deploy AI models … Here are highlights from article Use Model Builder to Integrate Google Vertex AI Models with Salesforce 1. Model Builder and its capabilities – Model Builder is a user-friendly platform in Einstein Copilot Studio…