iiinova — where your digital self keeps evolving

Salesforce Learning Hub @sfdc.bsky.social · 18/02/2025

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

youtube.com

10 TIPS for Salesforce Architects (and Everyone Else) To Supercharge Their Careers

YouTube video by Salesforce Ben

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Salesforce Learning Hub @sfdc.bsky.social · 05/02/2025

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

salesforce.com

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.

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Salesforce Learning Hub @sfdc.bsky.social · 02/02/2025

Learn how to automatically assign permission sets on user creation with Salesforce flow in this week's Automation of the Week! #salesforce #salesforceflow

youtube.com

Automatically Assign Permission Sets With Salesforce Flow

YouTube video by Rotive - Brian Hays

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Salesforce Learning Hub @sfdc.bsky.social · 31/01/2025

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

youtube.com

Enhance User Experience with Dynamic Forms

YouTube video by CRMTom92

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Salesforce Learning Hub @sfdc.bsky.social · 30/01/2025

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

salesforceben.com

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...

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Salesforce Learning Hub @sfdc.bsky.social · 28/01/2025

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

certifycrm.com

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...

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Salesforce Learning Hub @sfdc.bsky.social · 24/01/2025

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

sfapps.info

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.

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Salesforce Learning Hub @sfdc.bsky.social · 21/01/2025

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

blogs.mulesoft.com

Your Guide to GraphQL APIs With MuleSoft | MuleSoft Blog

<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

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Salesforce Learning Hub @sfdc.bsky.social · 17/01/2025

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

automationchampion.com

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...

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Salesforce Learning Hub @sfdc.bsky.social · 17/01/2025

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

linkedin.com

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...

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Salesforce Learning Hub @sfdc.bsky.social · 16/01/2025

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

cxtoday.com

5 Agentforce Case Studies, and What We Learned from Them

CX Today covers CRM news including Artificial Intelligence, Automation, CRM, Generative AI and more.

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Salesforce Learning Hub @sfdc.bsky.social · 27/12/2024

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

developer.salesforce.com

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 ...

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Salesforce Learning Hub @sfdc.bsky.social · 24/12/2024

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

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Salesforce Learning Hub @sfdc.bsky.social · 22/12/2024

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

salesforceben.com

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.

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Salesforce Learning Hub @sfdc.bsky.social · 21/12/2024

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

martech.org

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.

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Salesforce Learning Hub @sfdc.bsky.social · 14/12/2024

“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

techcrunch.com

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.”

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Salesforce Learning Hub @sfdc.bsky.social · 13/12/2024

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

youtube.com

Salesforce License Types Explained

YouTube video by Rotive - Brian Hays

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Salesforce Learning Hub @sfdc.bsky.social · 08/12/2024

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

salesforcebreak.com

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.

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Salesforce Learning Hub @sfdc.bsky.social · 06/12/2024

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

salesforceben.com

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.

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Salesforce Learning Hub @sfdc.bsky.social · 05/12/2024

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

admin.salesforce.com

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.

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Salesforce Learning Hub @sfdc.bsky.social · 29/11/2024

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

sf9to5.com

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…

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Salesforce Learning Hub @sfdc.bsky.social · 27/11/2024

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

medium.com

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.

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Salesforce Learning Hub @sfdc.bsky.social · 26/11/2024

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

purposefularchitect.com

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.

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Salesforce Learning Hub @sfdc.bsky.social · 24/11/2024

Reasons why employees don't use their CRM 40% claimed that data entry into the system is time-consuming 35% don’t feel equipped and need more training No phased roll-out plan, where users feel overwhelmed with too much to learn, at once Poor data quality results in users losing faith in the platform

salesforceben.com

What is Salesforce Adoption? 15+ Salesforce Adoption Strategies

Read on to get effective Salesforce Adoption strategies to maximize CRM benefits and user engagement. All you need to know.

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Salesforce Learning Hub @sfdc.bsky.social · 23/11/2024

While AI agent benchmarks can be misleading, there’s a lot of value in seeing if the agent is working the way they want to. To this end, companies are beginning to offer platforms where customers can sandbox AI agents or evaluate their performance. #AI #AIAgents #Salesforce

venturebeat.com

Salesforce launches Agentforce Testing Center to put agents through paces

Salesforce announced Testing Center, a platform that lets enterprises test AI agents responses without touching sensitive information.

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Salesforce Learning Hub @sfdc.bsky.social · 22/11/2024

Agentforce World Tour is wrapping up in December. Toronto (12/12), Atlanta (12/18), Dallas (12/10), and Chicago (12/19) are still to come. Lots of sessions, demos, and hands on training. Registration is free via the Salesforce events page. #salesforce #agentforce www.salesforce.com/events/

salesforce.com

Salesforce Events

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Salesforce Learning Hub @sfdc.bsky.social · 16/11/2024

The Salesforce AI Associate and Specialists exams are free for a limited time. This offer runs from 9/23/24 till 12/31/25. Click through for the FAQ about these certifications and this offer. #salesforce #salesforcecertifications #einsteinai trailhead.salesforce.com/help?article...

trailhead.salesforce.com

Trailhead Help

Trailhead, the fun way to learn Salesforce

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Salesforce Learning Hub @sfdc.bsky.social · 22/12/2023

When assessing data quality, ask: What are your business objectives? What customer data is required to support those objectives? How are you using that customer data? Where is your customer data stored?

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Salesforce Learning Hub @sfdc.bsky.social · 21/12/2023

To enable feature access within Service or Marketing Cloud, you can assign a feature license to them via the user profile page. For the Service Cloud, this will allow the user to manage things like case and customer information.

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Salesforce Learning Hub @sfdc.bsky.social · 21/12/2023

How to Become a Salesforce Administrator www.youtube.com/watch?v=zG0e...

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Salesforce Learning Hub @sfdc.bsky.social · 20/12/2023

6 BEST Resources to Learn Generative AI for Salesforce Professionals www.youtube.com/watch?v=Ol2y...

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Salesforce Learning Hub @sfdc.bsky.social · 16/12/2023

Salesforce strengthens AI play with vector database support, enhanced Einstein Copilot venturebeat.com/ai/salesforc...

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Salesforce Learning Hub @sfdc.bsky.social · 15/12/2023

If we had a relational database that needed to be migrated to Salesforce, we should look at the following when modeling our data. Map legacy data to Salesforce objects. Implement the legacy data model within Salesforce using custom fields. Identify data elements to be persisted in Salesforce.

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Salesforce Learning Hub @sfdc.bsky.social · 14/12/2023

PK Chunking can be used to ensure that the Bulk API query does not fail due to the large number of records. It automatically splits the query into separate chunks, executes a query for each chunk, and returns the data.

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Salesforce Learning Hub @sfdc.bsky.social · 14/12/2023

Skinny tables are custom tables that Salesforce creates on customer’s request to optimize search results and query performance. Skinny tables can be created to contain frequently used fields and to avoid joins. These are kept in sync with their source tables when the source tables are modified.

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Salesforce Learning Hub @sfdc.bsky.social · 05/12/2023

A roll-up summary field is available on the master side of a master-detail relationship. It allows administrators to aggregate data from related detail records (count them, sum a numeric value on them, etc.) in real time.

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Salesforce Learning Hub @sfdc.bsky.social · 04/12/2023

Reports are similar to list views, but they can do so much more. They can group records and create summaries. Dashboards allow for visualizations of the data.

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Salesforce Learning Hub @sfdc.bsky.social · 03/12/2023

A page layout controls which fields are visible for a specific record, but they control more than that. They can also control which fields are editable or required. Additionally, page layouts control buttons, related lists, and some other elements.

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Salesforce Learning Hub @sfdc.bsky.social · 02/12/2023

Lightning components are where the magic of Lightning Experience really comes alive. They are modular features that can be added, moved, or rearranged on Lightning pages. They are the record details, Chatter elements, highlights panel, path display, etc.

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Salesforce Learning Hub @sfdc.bsky.social · 01/12/2023

Google Chrome’s user feature is a great way to login to multiple orgs or leverage multiple IDs without crossing sessions.

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Salesforce Learning Hub @sfdc.bsky.social · 27/11/2023

Row-level formulas allow you to define a value of the formula for each of the records in the report. For example, instead of creating a formula field to calculate the number of days between two date fields, you can do so in a report.

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Salesforce Learning Hub @sfdc.bsky.social · 26/11/2023

From the most simple to some of the most complex examples, formula fields are calculated after the record is saved, and can include a wide variety of functions, operators, and fields from the object at hand or related objects.

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Salesforce Learning Hub @sfdc.bsky.social · 25/11/2023

Ask as many questions as you need to in order to fully understand the requirements. If you don’t have a clear understanding of what is being requested, ask more questions.

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Salesforce Learning Hub @sfdc.bsky.social · 24/11/2023

Find out the why behind things. Business stakeholders and team members come and go. Document the whys to help yourself and others solidify that understanding in the future.

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Salesforce Learning Hub @sfdc.bsky.social · 23/11/2023

Before adding new processes or incorporating advanced features and functionality to your SF solution, you need to understand your current workflows and existing business processes. Break down and document your processes first, and then supplement them with technology to enhance the user experience.

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Salesforce Learning Hub @sfdc.bsky.social · 22/11/2023

Communicate all deployment changes from one environment to another. Tools like Slack and Teams are helpful for this. Create a deployment channel.

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Salesforce Learning Hub @sfdc.bsky.social · 22/11/2023

Record types allow you to create separate kinds of records for each object. They control the page layouts, picklist values available, and other business logic.

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