Big Idea or Enduring Question: How do you automatically remove leads from a Sales Engagement Cadence when reps change their status to Unqualified? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadenceTracker object to find out about a Cadence. Remove a target from a Sales Engagement
Category: Administrators
The Shield of Security: Preventing Data Downloads with Data Classification
Big Idea or Enduring Question: How can you prevent the downloading of critical data through reports? Objectives: After reading this blog, you’ll be able to: Understand Data Classification Set up Data Classification for Fields Understand Transaction Security Create a Transaction Security Policy Implement Enhanced Apex Transaction Security And much more
Never Miss a Beat: Notifications for Prospect Removal in Sales Engagement Cadence
Big Idea or Enduring Question: How do you notify the lead owner when someone removes a lead from the Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Understand the Change Data Capture Understand ActionCadenceTracker object Subscribe to Change Events Using an Apex Trigger Call an Autolaunched
Salesforce Winter’24 Release Quick Summary
Currently, the Winter’24 release is available under the pre-release program. On the 25th of August 2023, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Winter’24 release. In this release, you will find lots of new features, as well as new enhancements
Change Ownership of Lightning Dashboards
Big Idea or Enduring Question: How can the ownership of Lightning Dashboards be transferred in Salesforce? Objectives: After reading this blog, you’ll be able to: Transfer the ownership of lightning dashboards and much more Business Use case Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was approached by
Create Quotes Without a Related Opportunity
Big Idea or Enduring Question: How can you create a quote without associating it with an opportunity? Objectives: After reading this blog, you’ll be able to: Create a quote without a related opportunity and much more Business Use case Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was
The Power of Enhanced Usage Metrics in Optimizing Platform Event Allocation
Big Idea or Enduring Question: How to monitor the consumption of Platform Events based on event name, client ID, event type, and usage type Objectives: After reading this blog, you’ll be able to: Gain a comprehensive understanding of platform events Discover the advantages of monitoring consumption patterns for system performance
Automation and Salesforce DevOps: A Recipe for Accelerated Development
In today’s fast-paced business world, software development efficiency is vital. Automation has emerged as a key solution, streamlining processes to increase productivity and free up innovation. Salesforce is not immune to these industry-wide challenges and complexities. Enter DevOps. DevOps has evolved into an essential element in software development, including Salesforce.