by Gopichand Appasani | Sep 23, 2025 | Blog, Boomi
SUMMARY: Boomi’s parallel processing feature improves performance for high-volume integrations by splitting the workload to process multiple documents simultaneously using either threads or processes. Boomi enables parallelism primarily through the Flow Control...
by Marilyn Prevatte | Aug 21, 2025 | Blog, Customer Relationship Management, Data Management, Salesforce
SUMMARY: To master Salesforce data management, this article explores practical strategies for keeping Salesforce data organized, accurate, and secure. From preventing duplicate records with Matching and Duplicate Rules to using new features like Custom Address Fields...
by Marilyn Prevatte | Aug 14, 2025 | Blog, Customer Relationship Management, Salesforce
SUMMARY: This guide explains how Salesforce administrators and business leaders can use features like Dynamic Forms to create an organized, secure, and user-friendly CRM, ultimately boosting team productivity and user adoption. Utilize Dynamic Forms to declutter...
by Marilyn Prevatte | Jun 17, 2025 | Blog, Salesforce
Table of contentsWhy Bother with Motivation? It’s the Fuel in Your Salesforce EngineFueling the Fire: Actionable Strategies to Motivate Your Salesforce SquadSetting the Stage for Salesforce Triumph: Foundational PillarsThe Ongoing Journey to Salesforce Mastery...
by Marilyn Prevatte | Jun 12, 2025 | Blog, Customer Relationship Management, Salesforce
SUMMARY: Large Language Models (LLMs), specifically the integrated Salesforce Copilot and generalist OpenAI solutions, are poised to revolutionize Customer Relationship Management (CRM) workflows by automating tasks, streamlining data entry, and generating insights,...
by Anosh Wadia | May 13, 2025 | Blog, Customer Relationship Management, Salesforce
SUMMARY: Salesforce administrators and users can resolve frustrating column sorting errors in reports, which occur because the platform sorts custom formula fields using the HYPERLINK() function by the full URL rather than the visible link text, by implementing a...
by Anosh Wadia | May 6, 2025 | Blog, Customer Relationship Management, Salesforce
Table of contentsWhat is DKIM?Process for Adding and Activating DKIM Keys in SalesforceSelect the RSA Key Size Are you noticing emails sent from Salesforce are not being received? Have you configured automation or flows intended to send notifications via email, but no...
by Marilyn Prevatte | Apr 10, 2025 | Blog, Salesforce
Table of contents1. Customize Salesforce to Fit Your Team’s Needs 2. Prepare Your Team for Success3. Automate Routine Tasks4. Leverage Data to Drive Decisions5. Take Advantage of Integrations6. Use Collaboration Tools for Team Alignment7. Empower Customers with...
by Marilyn Prevatte | Mar 25, 2025 | Blog, Salesforce
Table of contents1. Salesforce Einstein: The AI Backbone2. AI-Powered Sales Cloud3. AI-Enhanced Service Cloud4. AI-Driven Marketing Cloud Artificial Intelligence (AI) has revolutionized various industries, and the world of customer relationship management (CRM) is no...
by Marilyn Prevatte | Oct 22, 2024 | Blog, Customer Relationship Management, Salesforce
As AI continues to transform the technological landscape, Salesforce AI ethics are essential for the responsible and transparent use of Einstein AI. Salesforce, a global leader in customer relationship management (CRM) solutions, has taken significant strides to...
