by Bill Thach | Dec 6, 2023 | Blog, Salesforce
An important mantra for any organization that wants to utilize its CRM effectively is: If it’s not recorded in the CRM, it didn’t happen! All essential communications and customer emails must be recorded against the customer record for future reference....
by Bill Thach | Nov 21, 2023 | Blog, Salesforce
Salesforce Flow error messages are something that every user in the ecosystem faces. Traditionally, when you run into a flow error when trying to save a record, you are presented with a cryptic error message that doesn’t always make sense regarding the issue. If...
by Bill Thach | Nov 15, 2023 | Blog, Salesforce
With the Winter ’24 release, Salesforce has brought a new feature called Reactive Screen Components. Reactive Screens are a feature that will take Flow screen building to the next level. Previously, when building a screen flow, the user would have to create...
by Marilyn Prevatte | Nov 7, 2023 | Blog, Salesforce
Salesforce has three similar automation tools that allow you to automate your business processes. They have some functionality in common; however, two of them are on their way out, so it’s essential to understand the differences and focus on the shift/migration...
by Marilyn Prevatte | Oct 26, 2023 | Blog, Salesforce
In the Winter 24 release of Salesforce, you will be able to manage public group membership in Salesforce to maintain data security, optimize communication, and ensure the platform effectively supports your organization’s evolving requirements. When released, it...
by Marilyn Prevatte | Oct 19, 2023 | Blog, Salesforce
Lucky for us, in Winter 24, Salesforce will launch Einstein GPT, the next generation of Einstein. Salesforce’s AI technology is a groundbreaking new platform that delivers more than 200 billion AI-powered predictions across the Customer 360 auto-generated AI...
by Marilyn Prevatte | Oct 12, 2023 | Blog, Salesforce
Most people use to-do lists to organize their days. A simple list of items helps run a more efficient day, but using Salesforce’s take on to-do lists allows you to use additional filtering options to see your most important tasks. Some additional filtering...
by Anosh Wadia | Aug 31, 2023 | Blog, Salesforce
Yes, you heard that right! Salesforce is retiring the Autocomplete feature from the Developer Console in the Winter of 2024. Auto-complete is not going away entirely… it is still available for custom Apex classes and SObjects. Unfortunately, the full...
by XTIVIA | Jul 14, 2023 | Blog, Customer Relationship Management, Salesforce
A Salesforce admin is an important position that can greatly benefit an organization by ensuring the platform’s efficiency and effectiveness. Here are the top 15 challenges these admins face: Data Management: Salesforce admins often struggle with keeping data...
by Marilyn Prevatte | Jul 6, 2023 | Blog, Customer Relationship Management, Salesforce
Salesforce Pardot, a software as a service (SaaS), is now called Salesforce Marketing Cloud Account Engagement, which allows businesses to create meaningful connections, generate pipelines, empower sales, and grow relationships over time. This change only adds to the...
