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Insights, trends and tips to help organizations enable customer success with Salesforce

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Understanding Salesforce Push Topics: Real-Time Data Streaming Made Simple

As a Salesforce developer with years of experience implementing real-time solutions, I’ve found Push Topics one of the Salesforce ecosystem’s most powerful yet underutilized features. Today, I’ll explore Push Topics, explaining what they are, how they work, and why they might be the solution you’ve been looking for. What are Push Topics? Push Topics in […]

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Salesforce Connect: Bridging External Data with Salesforce

In this blog, we delve into Salesforce Connect, an innovative solution for seamlessly integrating external data into the Salesforce ecosystem without the need for data duplication. By enabling real-time data access, you will explore how Salesforce Connect bridges the gap between Salesforce and external systems like legacy databases and ERP systems. This blog provides a […]

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Leveraging Data Cloud Data in Your Agentforce Agent

One of the powers of Data Cloud is the way that it can unlock ‘trapped’ data.  Let’s say that you had a large set of data like VIN (Vehicle Identification Number) numbers that you did not want to put in your Sales Cloud because of row storage limits, but you really wanted to use that […]

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Apex Security Best Practices for Salesforce Applications

As businesses increasingly rely on Salesforce to manage their critical data, ensuring data security has become more important than ever. Apex, Salesforce’s proprietary programming language, runs in system mode by default, bypassing object- and field-level security. To protect sensitive data, developers need to enforce strict security measures. This blog will explore Apex security best practices, […]

Preventing Salesforce Security Violations with Secure Apex Code Practices

Salesforce Security Violations: Identifying & Resolving Risks

Salesforce is a powerful CRM platform that enables businesses to manage customer data and automate workflows. However, ensuring the security of your Salesforce environment is critical to protecting sensitive data, maintaining compliance, and safeguarding your business processes. This post will explore how to identify and resolve Salesforce security violations, protecting your organization from potential threats. […]

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Optimizing Mobile Experiences with Experience Cloud: Reaching Customers on the Go

Today, customers expect to interact with businesses anytime, anywhere, and on any device. With mobile usage on the rise, businesses must ensure their digital experiences are optimized for mobile. Salesforce Experience Cloud helps companies create personalized and branded digital experiences, but these experiences must be mobile-friendly to meet customer expectations. Why Mobile Optimization Matters Over […]

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Sales Cloud to Data Cloud with No Code!

Salesforce has been giving us a ‘No Code’ way to have Data Cloud notify Sales Cloud of changes through Data Actions and Flows.   But did you know you can go the other direction too? The Data Cloud Ingestion API allows us to setup a ‘No Code’ way of sending changes in Sales Cloud to Data […]

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Is it really DeepSeek FTW?

So, DeepSeek just dropped their latest AI models, and while it’s exciting, there are some cautions to consider. Because of the US export controls around advanced hardware, DeepSeek has been operating under a set of unique constraints that have forced them to get creative in their approach. This creativity seems to have yielded real progress […]

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Security and Privacy in Experience Cloud: Best Practices for Protecting Customer Data

Why Security and Privacy Matter Security and privacy are not just best practices but legal requirements when handling customer data. Regulations like the General Data Protection Regulation (GDPR) in the EU, the California Consumer Privacy Act (CCPA) in California, and other global privacy laws mandate that businesses protect the privacy of individuals and ensure their […]

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The Art of Writing Test Classes in Salesforce Apex

Imagine you are building a skyscraper. Before you allow people to move in, you ensure it can withstand earthquakes, high winds, and other stress factors. Similarly, when you develop in Salesforce Apex, you need to test your code to ensure it works seamlessly under all scenarios. This is where the art of writing test classes […]

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Salesforce Apex Tokenization: Enhancing Data Security

In today’s digital landscape, ensuring data security is not just a best practice—it’s a necessity. As organizations store increasing amounts of sensitive information, protecting that data becomes paramount. As a leading CRM platform, Salesforce offers various mechanisms to secure sensitive data, and one of the advanced techniques is Apex Tokenization. This blog will explore tokenization, […]

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How to Subscribe to Salesforce Dashboards?

Hello Trailblazers! Salesforce Dashboards are powerful tools that allow users to visualize and analyze data at a glance. To stay updated on key metrics without manually checking dashboards, Salesforce provides a subscription feature. Subscribing to dashboards ensures that you and your team receive timely updates via email, helping you stay informed and make data-driven decisions. […]

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