• Build Your Own Agentforce Data Library | Kate Clicks Through It – Salesforce Admins

    Discover how building a custom Agentforce Data Library can enhance your Salesforce capabilities. 1. Current Trend – Salesforce professionals are increasingly looking to create custom solutions to meet specific business needs. – This trend is driving demand for tailored data libraries that integrate seamlessly with existing Salesforce structures. 2. Salesforce Insights – By developing a…

  • Master Account Engagement Basics | Greenkey – Jen Kazin

    Are you effectively harnessing the power of account engagement in Salesforce? 1. Understanding Account Engagement – Account engagement is pivotal for fostering customer relationships. – It’s about strategic interactions that deepen customer connections and drive results. 2. Insight for Salesforce Professionals – Salesforce offers robust tools for tracking and analyzing engagement. – Leveraging these tools…

  • Leverage Agentforce for Internal Support: A Q&A Guide for Admins – Salesforce Admins

    Here’s a little-known secret: AgentForce can transform internal support systems! 1. Trend – Increasing reliance on AI-driven tools for seamless internal support. – AgentForce emerges as a viable solution for enhancing internal operations. 2. Insight – Integrating AgentForce into Salesforce allows for efficient case management. – Automation of routine queries frees up valuable time for…

  • Mastering Apex ZIP Compression: DEFLATED vs. STORED Methods | Salesforce Ben

    Are you maximizing Apex’s capabilities with zip compression in Salesforce? 1. Current Trend in Apex Development – Apex developers are increasingly focusing on optimizing data compression within Salesforce. – Effective data handling is crucial as data volumes surge. 2. Insights for Salesforce Professionals – The debate between using Deflated vs. Stored methods for zip compression…

  • How to Validate Your Salesforce Data Model: A Step-by-Step Guide | Salesforce Ben

    Unlock the secret to achieving a seamless Salesforce data model validation process. 1. Current Challenge in Salesforce – Ensuring data accuracy and integrity is a top priority. – A validated data model is critical for reliable analytics and decision-making. 2. Approach to Data Model Validation – Conducting regular audits to detect inconsistencies early. – Utilizing…

  • 5 Hurdles Organizations Face While Texting in Salesforce (and How to Overcome Them) | Salesforce Ben

    There’s a hurdle many organizations face with Salesforce that isn’t immediately apparent: the complexity of integrating effective texting solutions. 1. Common Challenges – Data Privacy: Organizations struggle with maintaining compliance with data protection regulations. – Integration Issues: Merging texting capabilities with existing Salesforce infrastructure can be tricky. – User Adoption: Employees may resist new texting…

  • #SalesforceSummer25 – Dynamic Screen Flows with Automatically Triggered Screen Actions

    Here’s the hidden advantage of Salesforce Summer ’25 that can supercharge your automation. 1. Trend – The Salesforce Summer ’25 release introduces Dynamic Screen Flows with Automatically Triggered Screen Actions. – This enhancement enables flows to respond dynamically to changes on the screen without the need for manual input. 2. Insight – Salesforce professionals can…

  • #SalesforceSummer25 – Call a Flow Approval Process from a Flow

    Discover how leveraging Salesforce flows can streamline your approval processes like never before! 1. Trend in Automation – Salesforce continues to enhance its automation capabilities. – The integration of flows with approval processes is a game-changer for operational efficiency. 2. Salesforce-Specific Insights – Utilize flows to trigger approval processes seamlessly. – This integration offers a…

  • #SalesforceSummer25 – Add CC & BCC Email Collections in Flow’s Send Email Action

    Want to enhance email communication in Salesforce flows? Here’s a new feature you should know about. 1. Feature Overview – Salesforce has introduced the ability to add CC and BCC in email collections within flows. – This feature is available in the Summer ’25 release. 2. Relevance for Salesforce Professionals – This functionality streamlines the…

  • #SalesforceSummer25 – Run Flow Tests using Salesforce CLI

    Salesforce CLI’s new feature: A paradigm shift in how we handle Flow tests. 1. Industry Trend – Flow tests are pivotal for ensuring workflows function without errors. – Automation in testing is increasingly crucial for efficiency. 2. Salesforce-Specific Insights – The Salesforce CLI now supports running flow tests directly. – This feature streamlines the process,…