Tag: How to
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Agentforce for Developers: Empowering Your Salesforce Solutions
Agentforce for Developers Overview Agentforce for Developers is a powerful AI tool that helps enhance your coding experience and productivity. It integrates unique features and capabilities designed to support developers in various tasks while ensuring security and compliance. Core Concepts and Architecture Agentforce operates through AI models, CodeGen and xGen-Code. These models help automate tasks,… Read more
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Top 5 Tips for Dreamforce 24
Hoist the sails treasure hunters. Were taking a quick trip to San Francisco for the most anticipated event in all of the Salesforce ecosystem, Dreamforce 24. I have had the opportunity to attend in previous years so I thought it would be good to share some tips that I have found helpful. Build your schedule… Read more
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Salesforce Reports and Dashboards : Quick Tips for Busy Entrepreneurs
You can use Salesforce reports and dashboards to track sales, see which products are popular, and find out who your best customers are. This info helps you make smart choices for your business. You don’t need to be a tech whiz to use these tools – they’re made to be simple. With Salesforce, you can… Read more
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Discovering Salesforce Einstein Search
Lets set sail together to discover the new feature of Salesforce Einstein Search currently available for all Lightning Salesforce users. Understanding Einstein Search Einstein Search is an enhanced version of Global Search that delivers more accurate and relevant results. Einstein Search has a lot of benefits, but it’s important to understand its limitations as well.… Read more
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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 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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Salesforce Named Credentials : The Enchanted Keys to Unlock Seamless Integrations
Hoist the sails and follow us to discover the secrets behind Salesforce Named Credentials. What are Salesforce Named Credentials? Salesforce Named Credentials are a secure way to store and manage external API credentials, such as usernames, passwords, tokens, or endpoints, used for authenticating and accessing external systems or services. Named Credentials act like a magical… Read more