Posts Tagged ‘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. […]

As a Salesforce Admin, delivering projects on time and ensuring user adoption is crucial. However, one of the biggest challenges is getting User Acceptance Testing (UAT) right. Ineffective UAT can lead to costly delays, frustrated users, and even failed deployments. By focusing on these key areas, you can create a comprehensive UAT plan that validates […]

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 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 […]

Hello Trailblazers! In the area of Salesforce data management, maintaining data accuracy and integrity is paramount. Duplicate records not only clutter databases but also lead to inefficiencies in sales, marketing, and customer service processes. To address this challenge, Salesforce offers Duplicate Rules, a powerful feature designed to identify and prevent the creation of duplicate records. […]

Hello Trailblazers! In the area of Salesforce data management, ensuring data accuracy and integrity is paramount. One of the critical aspects of maintaining clean data is identifying and merging duplicate records efficiently. This is where Matching Rules come into play. In this blog, we’ll learn Matching Rules in Salesforce, exploring their significance and implementation. So […]

The Summer ‘24 release preview is out and will be generally available by mid-June! The latest release from Salesforce brings critical feature improvements for our friends in the Healthcare & Life Sciences (HLS) industry.  Of course, the hot topic in Tech over the last year has been Artificial Intelligence (AI). As Salesforce continues to beef […]