Tag: Salesforce
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How to Navigate the Sales Engagement Cadence Builder – Unearth Gems
In this article we shall unveil the secrets and treasures, guiding you on a swashbucklin’ adventure through the using the Sales Engagement Cadence Builder for Salesforce. Setting the Stage: Understanding Cadence Basics Defining a Sales Cadence In simple terms, a sales cadence is a sequence of steps that a sales rep takes to engage with… 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
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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
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Salesforce Event Relays : The Secret Passage to Make Integration Easier
Fellow treasure hunters, let’s set sail on an adventure into the world of integration architecture with the new feature of Event Relays. Event Relays send events (platform events and change data capture events) from Salesforce to Amazon Web Services (AWS). There’s no code or middleware needed. This is a bi-directional service between AWS and Salesforce.… Read more
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Navigating the Seas of Event Monitoring to Uncover The Secrets of Auditing Public Group Changes
If you’re a seasoned Salesforce treasure hunter, you know how difficult it is to keep track of changes to public group membership. Public groups are used to share records, reports, and dashboards with a specific set of users. When a user is added or removed from a public group, it can send ripples across the… Read more