Salesforce Learning Hub
@sfdc.bsky.social
Channel to accelerate your learning of Salesforce CRM. Not affiliated with Salesforce.
Using a decision making checklist can help you identify biases like confirmation bias, where you favor solutions that align with your beliefs, or anchoring biases, where the first piece of information you hear overly influences your decision. #salesforce #salesforcetraining
10 TIPS for Salesforce Architects (and Everyone Else) To Supercharge Their Careers
YouTube video by Salesforce Ben
www.youtube.com
February 18, 2025 at 3:16 AM
Using a decision making checklist can help you identify biases like confirmation bias, where you favor solutions that align with your beliefs, or anchoring biases, where the first piece of information you hear overly influences your decision. #salesforce #salesforcetraining
The most important item is to communicate clearly to each person using the system what’s in it for them. Is it getting better results? faster resolutions to problems? Whatever it is, make sure it’s known about. #salesforce #adoption
Five Steps to Better Adoption of Your Cloud Applications
Here are key things companies need to focus on to make sure that end-users don’t scupper the system and kill your proposed ROI.
www.salesforce.com
February 5, 2025 at 2:09 PM
The most important item is to communicate clearly to each person using the system what’s in it for them. Is it getting better results? faster resolutions to problems? Whatever it is, make sure it’s known about. #salesforce #adoption
Learn how to automatically assign permission sets on user creation with Salesforce flow in this week's Automation of the Week! #salesforce #salesforceflow
Automatically Assign Permission Sets With Salesforce Flow
YouTube video by Rotive - Brian Hays
www.youtube.com
February 2, 2025 at 2:00 PM
Learn how to automatically assign permission sets on user creation with Salesforce flow in this week's Automation of the Week! #salesforce #salesforceflow
Salesforce Dynamic Forms is a feature that allows users to create highly customizable and dynamic page layouts for record details. It provides a drag-and-drop interface to arrange fields, sections, and components on the page, making it easier to tailor the UI to specific needs. #salesforce
Enhance User Experience with Dynamic Forms
YouTube video by CRMTom92
www.youtube.com
January 31, 2025 at 1:21 PM
Salesforce Dynamic Forms is a feature that allows users to create highly customizable and dynamic page layouts for record details. It provides a drag-and-drop interface to arrange fields, sections, and components on the page, making it easier to tailor the UI to specific needs. #salesforce
HTTP Callouts are used to either send or receive data between your Flow and an external system, which makes for an easy way to create simple integrations between Salesforce and other tools. This can also be done without code and doesn’t take very long. #Salesforce #SalesforceFlow
5 Advanced Flow Concepts for Salesforce Professionals
It should come as no surprise that Flow is my favorite aspect of Salesforce’s offerings. It is a feature that has provided incomparable value for so many admins and functional professionals over the y...
www.salesforceben.com
January 30, 2025 at 3:15 AM
HTTP Callouts are used to either send or receive data between your Flow and an external system, which makes for an easy way to create simple integrations between Salesforce and other tools. This can also be done without code and doesn’t take very long. #Salesforce #SalesforceFlow
I'm always pulling up people who post images of their flows on LinkedIn and asking where are their fault paths. So much so that I've even been dubbed the "Fault-Path bot." What are fault paths in Salesforce Flow and why do we need them? #Salesforce #Trailblazer #SalesforceFlow
Fault Paths in Salesforce Flow | CertifyCRM
I’m always pulling up people who post images of their flows on LinkedIn and asking where are their fault paths. So much so that I’ve even been dubbed the “Fault-Path bot”. What are fault paths in Sale...
certifycrm.com
January 28, 2025 at 2:46 AM
I'm always pulling up people who post images of their flows on LinkedIn and asking where are their fault paths. So much so that I've even been dubbed the "Fault-Path bot." What are fault paths in Salesforce Flow and why do we need them? #Salesforce #Trailblazer #SalesforceFlow
Salesforce Agentforce is a tool designed to simplify and optimize sales operations. We address some of the most frequently asked questions, like what is Agentforce in Salesforce, covering its features, cost, implementation tips, and advanced strategies to make the most of it. #Salesforce
10+ Salesforce Agentforce FAQs in 2025 ☁️ Salesforce Apps
What is Agentforce, and how much does Agentforce cost? Find answers and learn how this AI-powered tool helps businesses in sales, service, marketing, and more.
www.sfapps.info
January 24, 2025 at 3:44 AM
Salesforce Agentforce is a tool designed to simplify and optimize sales operations. We address some of the most frequently asked questions, like what is Agentforce in Salesforce, covering its features, cost, implementation tips, and advanced strategies to make the most of it. #Salesforce
Unlike traditional REST APIs, GraphQL allows clients to retrieve the exact data they require in a single, efficient request. This innovation not only streamlines data retrieval but also optimizes the overall performance and usability of APIs #Salesforce #Mulesoft #GraphQL
Your Guide to GraphQL APIs With MuleSoft | MuleSoft Blog
<!-- wp:paragraph -->
<p>GraphQL is revolutionizing the landscape of API design and consumption. As both a query language and a server-side runtime for APIs, | MuleSoft Blog
blogs.mulesoft.com
January 21, 2025 at 2:42 AM
Unlike traditional REST APIs, GraphQL allows clients to retrieve the exact data they require in a single, efficient request. This innovation not only streamlines data retrieval but also optimizes the overall performance and usability of APIs #Salesforce #Mulesoft #GraphQL
"The customer, the partner, and Salesforce all need to be aligned for implementations to work." #salesforce #Trailblazer
Does Salesforce Have a Bad Consultancy Problem?
YouTube video by Salesforce Ben
www.youtube.com
January 19, 2025 at 2:24 AM
"The customer, the partner, and Salesforce all need to be aligned for implementations to work." #salesforce #Trailblazer
Merging these duplicates can feel like an overwhelming task, especially if done manually. This is where mass merging becomes a turning point. With the right tools, businesses can automate the process, reducing manual effort and ensuring data is merged accurately. #salesforce #Trailblazer
How to Mass Merge Duplicate Accounts, Contacts and Leads in Salesforce on Autopilot
Introduction: Why Clean Data Matters in Salesforce In Salesforce, having accurate, up-to-date data is essential for getting the most out of your CRM. Imagine a sales team managing multiple customer ac...
automationchampion.com
January 17, 2025 at 3:00 PM
Merging these duplicates can feel like an overwhelming task, especially if done manually. This is where mass merging becomes a turning point. With the right tools, businesses can automate the process, reducing manual effort and ensuring data is merged accurately. #salesforce #Trailblazer
Now, certain screen flows refresh in real time as you enter or select data, making complex forms easier to use. You can also manage multiple flows in a single process more smoothly, with better visibility into each step. Plus, there are more pre-built actions. #salesforce #trailblazer
7 Key Updates from the Salesforce Spring ‘25 Release
Salesforce has just rolled out the Spring '25 release and it brings a plethora of new and innovative additions. While each organization’s needs may differ, this guide will help you spot some of the mo...
www.linkedin.com
January 17, 2025 at 2:27 AM
Now, certain screen flows refresh in real time as you enter or select data, making complex forms easier to use. You can also manage multiple flows in a single process more smoothly, with better visibility into each step. Plus, there are more pre-built actions. #salesforce #trailblazer
According to Precina, in a pilot study, Agentforce and Salesforce technologies helped them reduce the average blood sugar levels of 50 patients in Rural Louisiana from 9.6 to 6.4 (measured via an A1C test) in just twelve weeks. #salesforce #agentforce
5 Agentforce Case Studies, and What We Learned from Them
CX Today covers CRM news including Artificial Intelligence, Automation, CRM, Generative AI and more.
www.cxtoday.com
January 16, 2025 at 2:43 AM
According to Precina, in a pilot study, Agentforce and Salesforce technologies helped them reduce the average blood sugar levels of 50 patients in Rural Louisiana from 9.6 to 6.4 (measured via an A1C test) in just twelve weeks. #salesforce #agentforce
Interesting perspectives from seasoned professionals on the value of Salesforce certifications. #Salesforce #Trailblazer #TrailblazerCommunity
Are Salesforce Certifications DEAD?!?
YouTube video by Salesforce Ben
www.youtube.com
January 11, 2025 at 2:22 PM
Interesting perspectives from seasoned professionals on the value of Salesforce certifications. #Salesforce #Trailblazer #TrailblazerCommunity
In debug mode the engine identifies bad patterns only detectable during runtime, printing them as console warnings. Develop your Lightning web components using debug mode. That way you see if your code can be even more improved while you develop. #Salesforce #Trailblazer #TrailblazerCommunity
Debug Your Lightning Web Components
You built your first Lightning web component, everything looks great in the IDE, but something is not working as expected in your Salesforce org. That’s the point where it’s important to know how you ...
developer.salesforce.com
December 27, 2024 at 3:03 PM
In debug mode the engine identifies bad patterns only detectable during runtime, printing them as console warnings. Develop your Lightning web components using debug mode. That way you see if your code can be even more improved while you develop. #Salesforce #Trailblazer #TrailblazerCommunity
Salesforce business analysts can use the INVEST checklist (created by Bill Wake in 2003) to assess the quality of a user story. If the user story doesn’t meet one of the checks, it probably needs a rewrite. #salesforce #userstory #storywriting
December 24, 2024 at 10:43 AM
Salesforce business analysts can use the INVEST checklist (created by Bill Wake in 2003) to assess the quality of a user story. If the user story doesn’t meet one of the checks, it probably needs a rewrite. #salesforce #userstory #storywriting
These tips only scratch the surface of everything you can do in Excel. Knowing how to fix data on a spreadsheet before you import it is just one of the steps to ensuring your org maintains the highest data quality in the long term. #salesforce #excel
11 Excel Tips Every Salesforce Admin Needs
A comprehensive list of top tips and useful skills for Salesforce Admins using Excel to manage and utilize their data.
www.salesforceben.com
December 22, 2024 at 12:13 PM
These tips only scratch the surface of everything you can do in Excel. Knowing how to fix data on a spreadsheet before you import it is just one of the steps to ensuring your org maintains the highest data quality in the long term. #salesforce #excel
Salesforce unveiled a substantially upgraded Agentforce 2.0. Stand-out new features include:
Library of pre-built skills & workflow integrations for rapid customization
Ability to deploy Agentforce in Slack
Enhancements to the Atlas Reasoning Engine
Agentforce Testing Center
#salesforce #agentforce
Library of pre-built skills & workflow integrations for rapid customization
Ability to deploy Agentforce in Slack
Enhancements to the Atlas Reasoning Engine
Agentforce Testing Center
#salesforce #agentforce
4 key features in Salesforce's Agentforce 2.0 | MarTech
The new version of Agentforce adds a pre-built skills library, Slack integration, a more powerful reasoning engine and an agent testing center.
martech.org
December 21, 2024 at 11:27 AM
Salesforce unveiled a substantially upgraded Agentforce 2.0. Stand-out new features include:
Library of pre-built skills & workflow integrations for rapid customization
Ability to deploy Agentforce in Slack
Enhancements to the Atlas Reasoning Engine
Agentforce Testing Center
#salesforce #agentforce
Library of pre-built skills & workflow integrations for rapid customization
Ability to deploy Agentforce in Slack
Enhancements to the Atlas Reasoning Engine
Agentforce Testing Center
#salesforce #agentforce
“These agents are not tools. They are becoming collaborators. They’re working 24/7 to analyze data, make decisions, take action,” Benioff said. “Salesforce has become, right out of the gate here, the largest supplier of digital labor, and this is just the beginning.” #salesforce #AI #agentforce
LLMs may have a killer enterprise app: ‘digital labor’ — at least if Salesforce Agentforce is any indicator | TechCrunch
Marc Benioff says that Salesforce has become the "largest supplier of digital labor, and this is just the beginning.”
techcrunch.com
December 14, 2024 at 3:54 AM
“These agents are not tools. They are becoming collaborators. They’re working 24/7 to analyze data, make decisions, take action,” Benioff said. “Salesforce has become, right out of the gate here, the largest supplier of digital labor, and this is just the beginning.” #salesforce #AI #agentforce
A comprehensive overview of the various Salesforce license types, including their features and appropriate use cases. It serves as a resource for individuals seeking to understand which license aligns best with their organizational needs. #salesforce #salesforcetraining
Salesforce License Types Explained
YouTube video by Rotive - Brian Hays
www.youtube.com
December 13, 2024 at 4:51 AM
A comprehensive overview of the various Salesforce license types, including their features and appropriate use cases. It serves as a resource for individuals seeking to understand which license aligns best with their organizational needs. #salesforce #salesforcetraining
Transform was introduced as a tool to process collections before passing data back and forth for your integrations, in combination with HTTP callouts. With the latest advancements that arrived in Winter 25, the transform element can do much more than that. #salesforce #salesforceflow
6 Things You Can Do With The Transform Element
Use Salesforce Flow’s Transform Element to process collections effortlessly—no looping needed! Simplify data handling and enhance your flows.
salesforcebreak.com
December 8, 2024 at 3:12 PM
Transform was introduced as a tool to process collections before passing data back and forth for your integrations, in combination with HTTP callouts. With the latest advancements that arrived in Winter 25, the transform element can do much more than that. #salesforce #salesforceflow
Salesforce mandates that we have at least 75% code coverage when we wish to deploy Apex code into production, and while having a high number of lines covered by tests is a good goal to have, it doesn’t tell the whole story when it comes to testing. #salesforce #salesforceapex #salesforcedeveloper
12 Salesforce Apex Best Practices
Find out what 'best practice' really means in the context of Salesforce Apex - a comprehensive list of examples for Salesforce Developers.
www.salesforceben.com
December 6, 2024 at 1:15 PM
Salesforce mandates that we have at least 75% code coverage when we wish to deploy Apex code into production, and while having a high number of lines covered by tests is a good goal to have, it doesn’t tell the whole story when it comes to testing. #salesforce #salesforceapex #salesforcedeveloper
The best way to gain a comprehensive understanding of this for your unique environment is to run a threat model to understand security needs for your implementation. Once you understand the risks, work to address risks based on priority (think biggest impact plus lowest effort). #salesforce
3 Steps for Admins To Build a Strong Security Culture - Salesforce Admins
Build a strong security culture within your organization. Identify risks, engage stakeholders, and encourage secure behaviors to protect Salesforce data.
admin.salesforce.com
December 5, 2024 at 5:41 AM
The best way to gain a comprehensive understanding of this for your unique environment is to run a threat model to understand security needs for your implementation. Once you understand the risks, work to address risks based on priority (think biggest impact plus lowest effort). #salesforce
Did you map out all of the existing processes to ensure you are not creating duplicates? You don’t want to have more than one flow doing the same thing. Even with being able to control the order, this could lead to unexpected results. #salesforce #salesforceflow
My Ten Tips for Working with Flows
I am currently working on a tech debt project where the topic of moving to flows is a big one. So I wanted to gather up the tips I have collected thus far in the journey. Do whiteboard or draw on p…
sf9to5.com
November 29, 2024 at 1:36 PM
Did you map out all of the existing processes to ensure you are not creating duplicates? You don’t want to have more than one flow doing the same thing. Even with being able to control the order, this could lead to unexpected results. #salesforce #salesforceflow
The goal is to show value and create excitement in AI adoption, while also reducing the friction in launching initiatives and minimizing technical debt. The result is sustainable, effective AI integration across the enterprise. #salesforce #AI #AIAdoption
The AI Marathon: Using Quick Wins to Fuel Long-Term Success
Learn how to balance rapid AI adoption with long-term sustainability to avoid technical debt and ensure successful AI integration.
medium.com
November 27, 2024 at 1:32 PM
The goal is to show value and create excitement in AI adoption, while also reducing the friction in launching initiatives and minimizing technical debt. The result is sustainable, effective AI integration across the enterprise. #salesforce #AI #AIAdoption
Personas encompass lifelike characters in the stories of solution design, embodying workers' goals, motivations, and pain points. Personas clarify user stories, drive UX design, bridge the gap between abstract business processes and the tangible human touch. #salesforce #personas #userstories
Personas in User Stories and Salesforce Security — Purposeful Architect
Personas humanize user stories and user experience design while simplifying Salesforce permissions created around goals rather than job titles.
www.purposefularchitect.com
November 26, 2024 at 3:09 AM
Personas encompass lifelike characters in the stories of solution design, embodying workers' goals, motivations, and pain points. Personas clarify user stories, drive UX design, bridge the gap between abstract business processes and the tangible human touch. #salesforce #personas #userstories