Category: Salesforce
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Salesforce Einstein AI Demo Org
Do you want to try Salesforce Einstein AI for free? You can get an Einstein AI demo org from Salesforce for free. I found that the link for accessing the Einstein demo org was difficult to find. You can sign up for free here: 5-day trial org with Einstein Generative AI. This org is specifically for… Read more
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Einstein Copilot and Prompt Builder : a Second Look
Ahoy, mateys! In this article were looking at the Record Summary Prompt Builder for Salesforce Einstein AI. In the Einstein test org, the third jewel in our collection is the Record Summary prompt builder type. This one, much like the treasures I uncovered before, is as straightforward as navigating calm seas. A fine addition to… Read more
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The Easiest Way to Export all Salesforce Object and Field Names
Ahoy, brave treasure hunters! The quest for the coveted export of all Salesforce objects and field names in your Salesforce org lies ahead. There are few ways to reveal these hidden riches for your org but the steps below reveal the simple route to the gleaming jewels of data. But beware! You need admin rights… Read more
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How to Connect Salesforce to GraphQL with Named Credentials
GraphQL is used as an easy way to connect to databases and easily query the data. You can get started connecting data using the adapter for GraphQL in Salesforce using 3 steps. We will go through each of the steps below to show you how to setup and authenticate Salesforce with GraphQL. Creating External and… Read more
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Salesforce Einstein Copilot Flex Prompt Builder
Hey there savvy sailors! We are once again diving into Einstein AI Copilot and the Salesforce Einstein Flex Prompt Builder. I went through the process of setting up your first field generation prompt type in my last post on Einstein Copilot Prompt builder so I suggest taking a look at that post first. Some Quick… Read more
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Salesforce Copilot Builder – A first look at the treasure
The latest treasure from Salesforce, Einstein Copilot, has arrived and I can say other treasure hunters will soon be plotting a course to this gem. Currently, you can spin up a 5-Day developer org with the Salesforce Copilot ( Einstein Copilot ) already available. My first step on the Einstein AI journey was with the… Read more
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Compact Layouts in Salesforce Make it Easy to Streamline Your User Experience
Understanding Compact Layouts Are you tired of digging through heaps of information to uncover the coveted key fields you need? Compact Layouts in Salesforce can help you display the most important information at a glance, making your work more efficient and streamlined. Compact Layouts are a condensed view of a record’s key fields. They are… Read more
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Salesforce Connect for Integrations: Tips and Functionality
Behold the mighty Salesforce Connect, the fastest ship in the fleet used to sale the seas of data and integrate, simplify connections, and commandeer data from distant realms right within the Salesforce interface. Perfect for businesses with a treasure trove of data scattered across the seven seas of systems. One of the key benefits of… Read more
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Multi-factor Authentication Out of Compliance Notification in Salesforce
Avast, adventurers! Is your Salesforce ship ready for the wave of Multi-factor Authentication? By April 2024 the Multi-factor authentication(MFA) will be automatically turned on by default in new Salesforce orgs. Salesforce will complete auto-enablement by the Spring 2024 release. The setting, Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org found… Read more
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Images, Widgets, and Rich Text: Enhancing Your Salesforce Dashboards with Lightning
You’ve struck gold in the world of Salesforce dashboards! With the introduction of image widgets and rich text, you can now take your data visualization game to the next level. No need to stick to plain parchment and mundane charts to convey your message. By incorporating images and rich text, you can create dashboards that… Read more