Salesforce Labs: Attachments to files conversion tool
Salesforce Labs have released an Attachments to files conversion tool.
Salesforce Labs have released an Attachments to files conversion tool.
Add descriptions to Salesforce Fields – it’s not just best practice but also helps get you ready for Generative AI. These descriptions are critical as the prompt builders use them to understand the field usage. See here for more detail about how these descriptions are used (Elements Cloud). Summary: Create a new report type using…
Don’t you just hate it when a user comes along after spending hours on a report and they still can’t get it right and you find they used the wrong report type and have to start all over again? We can prevent that problem with a few clicks. Restrict Report Types #salesforceadmns #salesforce
Compare 5 ways to connect MailChimp to Salesforce #salesforce #mailchimp
Configuring Salesforce Duplicate Rules helps to prevent new duplicate records from being created. Duplicate records are a huge problem in Salesforce if you do not manage them carefully. They can cause serious problems for Sales, Service, and Marketing teams and can destroy the experience for customers. Note: Configuring Salesforce Duplicate Rules does not help identify…
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…
In this article, we compare the three no-code automation tools for Salesforce. These tools can automate business processes in Salesforce without writing Apex code: Workflows Workflows are the oldest of the automation tools. Features Recommendation Avoid where possible except for very simple tasks. Start moving existing Workflows to Process Builder or Flow. No longer actively…