AI isn’t just a buzzword—it’s a transformative tool that’s revolutionizing the way businesses close deals and engage with customers. For sales teams, translating raw data into real-time, actionable insights can be a challenge. Salesforce’s Einstein AI, integrated within ...
Organizations are facing a crucial question: Is classic encryption (included with Salesforce base licenses) enough to protect sensitive data or do I need Salesforce Shield? Consider this blog your ultimate guide to unraveling the difference between classic encryption and ...
Creating efficient formulas can be an effective way to customize your Salesforce org. If you’re an expert in the field, you know that sometimes getting the formula right is the easy part. The challenge, however, can be found months down the road when you’re trying to ...
Validation rules are an important tool in a Salesforce admin’s toolbox to help ensure your precious data stays as clean as possible. Validation rules can be difficult to wrap your head around, but this article provides some tips that may make using this important ...
Salesforce reporting has some amazing capabilities. With just a few clicks we can see our key accounts with open opportunities, our leads with upcoming activities due, and our contacts with recent call logs. These are all-inclusive asks and can be run fairly intuitively. ...
Quick how-to guide to using Salesforce Inspector In a previous post, I had introduced a favorite tool of mine called Salesforce Inspector. In this post, I’d like to dig into this tool a little deeper. I will share some of the specific ways it’s helped me save time (and ...
Plugins for Awesome Salesforce Admins As a Salesforce admin for a managed services provider, I’m always on the lookout for tools that will make me more efficient at what I do. Over the past several years, both as a Salesforce admin as well as previous experience in other ...
