Development

Best Practices for the Salesforce Account Object   Salesforce comes with quite a few objects and fields that you and your team can use right away. You can use these to get the most out of your CRM right away. Opportunities, Leads, Cases, and, of course, Accounts are all examples of such items, as most businesses can easily use them …

The Top 23 Salesforce Apps Every Pro Should Have   Salesforce Apps are everywhere—on our phones, in our Salesforce orgs, and as browser extensions. In fact, many of us couldn’t image completing our jobs without some of the several salesforce apps we rely on on a daily basis. Previously, the Salesforce Ben team produced a list of Chrome Extensions as …

10 Tips and Tricks for Getting Things Done on Slack About 20 million people across the globe use Slack, making it one of the most popular corporate chat services. But how can you stay busy when there is so much “noise”? In this post, I’ll talk about the past of Slack and Salesforce before giving you our top 10 Slack …

Salesforce powers the smart, self-managing enterprise by linking Einstein GPT and Data Cloud to Flow Salesforce’s suite of automation tools, Flow, now has new features for Einstein GPT and Data Cloud. This was announced today. By using Data Cloud to power Flow, which brings together all of a company’s customer data from different channels and exchanges into a single, real-time …

Here Are Three Apex Patterns Your Salesforce Development Team Should Know   Apex is strong, but with strength comes a lot of duty. Because if you’re not cautious with Apex and custom code in your Salesforce system, you may end up with technical debt. This is especially crucial considering how lengthy some Salesforce orgs may be (decades or more). I’ve …

How to optimize Salesforce reports and dashboards   Salesforce Reports and Dashboards are the final output required for any business.Key performance indicators (KPIs) for an organization may be represented graphically and tabularly in Salesforce reports and dashboards. Salesforce Dashboards show information about the company in real time. With a lot of data, reports and screens start to run slowly over …

Salesforce Apex or Flow? Many people have been talking about the “best” way to automate in Salesforce for many months. One group yells, “We should use Flow!” The other group screams, “Code is the way!” In reality, both options have their pros and cons. There are some technology perks and some business benefits. I know enough about both methods that …

How to Utilize Salesforce Labs for Maximum Efficiency   I want to tell you about my experience with Salesforce labs today. Salesforce Labs: What Is It? Salesforce Labs is a program that lets salesforce.com coders, professional services staff, and other workers share AppExchange apps they’ve made with the customer group. These applications vary from basic utilities to complete vertical solutions …

The Essential Guide to Salesforce Solution Architect Responsibilities   Depending on the type of organization, a solution planner may have slightly different tasks. In a consulting company, a solution architect may be assigned to a specific project and customer, while in a product-based company, a solution architect may work with multiple customers to teach them about a product and review …

Top 10 Salesforce online training For Beginners   Let’s discuss what is free Salesforce online training for beginners. The world of Salesforce can be pretty overwhelming at times, and as the ecosystem grows, it just adds to the huge number of resources that are already out there. If you’re new to this exciting world, it can be hard to figure …