Choosing the best MailChimp connector for Salesforce
Compare 5 ways to connect MailChimp to Salesforce #salesforce #mailchimp
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Component Visibility for Page Sections: I had a LinkedIn inquiry today about how they could allow some fields on the Account record to be editable when the Account record was initially created but make them read-only later when the record has been saved. Component Visibility for Page Sections, along with Dynamic Forms will allow us…
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Focus on how to turn web traffic into leads means your web traffic becomes a valuable lead-generation resource and not just a marketing tool. If your website is allowing users to simply enter and exit without prompting any action from their side then you are potentially missing out on some quality leads. This is where…
Polymorphic Relationships
In the Salesforce world, WhoId and WhatId are polymorphic relationships used for lookups. When you see the fields “WhoId” and “WhatId” in a Salesforce object like a Task, these fields are polymorphic relationships – meaning they are a special type of lookup that can be related to one of many different objects. Take the Task…
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Salesforce reports are one of the platform’s greatest strengths. They give teams visibility, support decision-making, and turn raw data into insights the business can act on. But over time, something almost every Salesforce organisation experiences begins to creep in: Report sprawl. How report sprawl quietly takes over your org Most Salesforce report clutter does not…
Salesforce Page Layouts are Dead
Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesforce features beyond just the actual…
Why Clean Data is the Secret to Successful AI
AI tools can analyze, predict, and recommend at lightning speed, but if the underlying data is poor, you’re simply making bad decisions faster. We’ve all heard the phrase “garbage in, garbage out” – and when it comes to Artificial Intelligence, it’s never been truer. Starting with clean, reliable data is the first prerequisite for getting…
