Salesforce

In today’s data-driven world, businesses are constantly seeking ways to manage, analyze, and leverage their data to gain a competitive edge. Enter Salesforce Data Cloud – a powerful solution designed to transform how organizations handle their data. Whether you’re a seasoned Salesforce user or new to the platform, this comprehensive overview will help you understand […]

In today’s data-driven world, managing and leveraging data effectively is essential for businesses to stay competitive. Salesforce Data Cloud emerges as a robust solution, offering a plethora of features to streamline data management, enhance analytics, and drive actionable insights. Whether you’re a small startup or a global enterprise, harnessing the power of Salesforce Data Cloud […]

Last week, I had the incredible opportunity to attend and speak at a Salesforce – MuleSoft Joint Community meetup, an event that brought together passionate professionals, dedicated developers, and eager learners under one roof. The energy in the room was palpable, and the spirit of collaboration and learning was infectious. As a speaker, I was […]

Salesforce Experience Cloud is the platform for creating top-notch customer experiences. But what if you could amplify its capabilities even further with the power of Artificial Intelligence (AI) and Data Cloud? At the recent Salesforce Connections 2024 event, the focus was all about AI, Data, and CRM, highlighting how these technologies are revolutionizing customer engagement. […]

Permission sets in Salesforce are a powerful tool for granting users access to specific objects, fields, and functionality without modifying their profiles. However, testing permission sets is crucial to ensure they are working as intended and not causing any unintended consequences. Let’s discuss when and how to test permission sets, as well as some advanced […]

In today’s data-driven world, protecting sensitive information is more crucial than ever. Salesforce Field Encryption provides organizations with a powerful tool to ensure their most critical data remains secure, even in the face of potential security breaches. In this comprehensive guide, we’ll walk you through the fundamentals of Salesforce Field Encryption, offering insights into its […]

In Salesforce, data storage and configuration management are crucial for maintaining robust and scalable applications. Two powerful tools that Salesforce developers and administrators frequently use to handle this are Custom Metadata Types and Custom Settings. While both serve unique purposes, they offer distinct benefits and come with their own best practices. Let’s dive into the […]

Attending Salesforce Connections 2024 at McCormick Place in Chicago was an energizing experience, highlighting the forefront of AI integration in business operations. The event gathered industry leaders to explore the latest advancements in artificial intelligence, data integration, and commerce, with a clear focus on how these technologies are reshaping the business landscape. One of the […]

What a great week at Connections 2024 in Chicago!  There were so many great sessions and announcements to be excited about.  I wanted to write about two of the lesser known, but albeit very important features of Data Cloud and how they work together:  Data Graphs and Query Editor! In the fast-paced world of customer […]

At Salesforce Connections this week, we heard a lot about how leveraging advanced AI technologies can give businesses a significant edge in their marketing efforts. Einstein Copilot, an AI-powered tool from Salesforce, offers invaluable support for marketing by enhancing customer interactions, personalizing recommendations, and optimizing campaign performance. Let’s review how our fictional company, GreenScape Tools, […]

Referrals are an essential source of driving patient acquisition and volumes for a health system. Understanding the value of the referral process, Salesforce Health Cloud has continued to evolve its offerings for referral management – creating a single source of truth for all internal provider data.   For organizations leveraging Health Cloud to track patient data, […]

In today’s fast-paced digital landscape, leveraging artificial intelligence (AI) is no longer a luxury but a necessity for enterprises aiming to stay ahead of the competition. Salesforce, a leader in customer relationship management (CRM), offers a suite of AI-powered tools designed to transform businesses into AI enterprises.   This transformation was a key theme at […]