Tag Archives: salesforce reports

Salesforce Record-Triggered Automation Guide This guide gives suggestions for tools to use for different kinds of triggered automation use cases and explains why those suggestions are good. It also shows how Flow handles bulkification and loop control automatically for the customer and gives some tips on how to build for performance and automation. Here are the main things to remember: …

Salesforce Shows Off Slack GPT and a New Workflow Builder   Salesforce is on a mission to bring safe, creative AI to more parts of its platform. Slack, which is the chat interface for the Salesforce platform, is the next option for this change. Slack will build creative AI right into the user experience to help people work smarter, learn …

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 …

Highlights of TrailblazerDX ‘23   TrailblazerDX is a signature event in the Salesforce calendar that brings together ‘builders’ (admins, developers, architects, and others) to inspire them to innovate within their own enterprises using the Salesforce platform.It focuses on Salesforce’s more technical components, generally delving into features, product demos, and the product development roadmap, as well as interesting news. In this …