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CRM Analytics: Use Parameters to Make Component Widgets Dynamic
Thanks to the Salesforce Summer ‘23 release, you can now use parameters to transform CRM Analytics component widgets into dynamic ones … 1. Introduction to dynamic component widgets in CRM Analytics: – Components are a hidden gem in the CRM Analytics toolbox. – Before the Salesforce Summer ‘23 release, components had to be identical on…
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Migrating From Marketo to Account Engagement: Key Things to Know
This post will guide those who are migrating from Marketo to Account Engagement to ensure the migration goes as smoothly as possible … 1. Difference in the Email field: – In Marketo, the email field can be blank or have invalid values. – In Account Engagement, the email field is required and must be in…
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Enhance User Security with the Principle of Least Privilege – Salesforce Admins
Streamline user security and fortify your Salesforce org with the principle of least privilege (PLP). Learn how to provision permissions, apply PLP in dynamic forms, and deactivate user accounts … 1. Principle of Least Privilege (PoLP): – Users should have minimum access needed to do their jobs – Reduces likelihood of security breaches and data…
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Build a Blog: Set Your Publishing Schedule – Salesforce Admins
Master blog creation with realistic schedules, quality content, and engagement. Learn batching, repurposing, and feedback for growth … 1. Setting a realistic publishing frequency – Start with a manageable schedule that aligns with available time and resources – Avoid burning out by not overwhelming oneself with an unrealistic frequency 2. Available time and resources –…
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Improving User Performance in Salesforce | Salesforce Ben
Share this article…User performance is one of the most underrated yet important metrics for any platform or software delivery project. It can be summarized as the measure of “how well users can complete tasks and achieve outcomes in the technology”. Accessibility and usability can be… Read More … 1. Accessibility and usability are important considerations…
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10 Hidden “Company Information” Gems in Salesforce Setup | Salesforce Ben
Share this article…The Company Information section in Salesforce is one of the initial areas I focus on when training new admins, and also the first thing I look at in every Salesforce org. This section is full of useful and interesting information about a Salesforce… Read More … 1. Instance – Indicates the group of…
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Salesforce CLI OpenAI Plug-in
Image generated using StableDiffusion 2.1 via https://huggingface.co/spaces/stabilityai/stable-diffusion In … 1. Passing Parameters to Apex Method from Visualforce Page – Developers often wonder how to pass parameters to a controller method in Visualforce. – Parameters can be passed using the action attribute, actionFunction tag, or apex:commandButton tag. – The controller method should have a matching signature…
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A Guide to Pardot SEO: Dos & Don’ts
A Guide to Pardot SEO: Dos & Don’ts Pardot SEO • Account Engagement When it comes to search engine optimisation, Account Engagement (formerly known as Pardot – I’ll use the two names interchangeably) has some nifty built-in features for tracking. However … 1. Pardot SEO ‘dos’: – Track search keywords by adding and monitoring target…
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Strengthening Our Feedback Loops: IdeaExchange + Generative AI – Salesforce Admins
Salesforce is piloting some new feedback engagements on Generative AI over the coming months. Learn more in this blog post … 1. Strengthening Feedback Loops with IdeaExchange and Generative AI: – Generative AI has gained significant adoption and is seen as transformative in solving complex problems. – Salesforce Admins are re-evaluating their connection with the…
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The Complete Guide to Salesforce Energy & Utilities Cloud | Salesforce Ben
Share this article…Salesforce Energy & Utilities Cloud is a dynamic management platform for all things in the energy landscape. Organizations can benefit from its personalized service, unified customer data, and business agility, and customers can benefit from a consistent customer journey, no matter what their… Read More … 1. Benefits of Salesforce Energy & Utilities…