Tag: Salesforce
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Salesforce AgentForce : Fool’s Gold or True Treasure?
Ahoy there fellow Treasure Hunters! Dreamforce is just around the corner and I am looking forward to what new features Salesforce will be releasing. As with every year, Salesforce has something new to premier. So far, this year’s hype seems to be around AgentForce, in the Einstein AI ecosystem. But what is Salesforce AgentForce? What… Read more
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Salesforce Einstein Discovery: Revolutionizing Data Analysis with AI
Einstein Discovery Overview Einstein Discovery is a powerful tool within Salesforce designed to help you analyze business data and gain actionable insights. It provides predictive analytics and integrates seamlessly with other Salesforce platforms. Definition and Purpose Einstein Discovery is an AI-powered analytics tool by Salesforce. Its main purpose is to analyze your business data, uncover… 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 Sales Engagement: Making Sales Easier and More Profitable
Salesforce Sales Engagement is a relatively new tool for Sales Cloud. If you’re wondering what it is, don’t worry, we’ve got you covered. Salesforce Sales Engagement is a powerful tool for Sales Cloud in Salesforce that helps reps sell faster and more efficiently. It is an tool that is not packaged as part of the… Read more
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GraphQL and Salesforce: A Treasure Trove Of Data Harmony!
Are you looking to connect external data sources managed via GraphQL to Salesforce? This is a great way to provide users access to external databases. With Salesforce Connect adapter for GraphQL, you can access and integrate data from external sources. In this article, I will give an introduction to using GraphQL and Salesforce to connect… 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