Speeding Up Bulk Update Records using Data Action Platform

As Salesforce administrators, we often create, update, delete or convert records; these are time-consuming activities. For example, You have got a business use case to create tasks for open opportunities for which the close date is less than a week. Your colleague is seeing your help to convert 200 leads.

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Easier and More Scalable Salesforce Integration with Declarative Webhooks

What is a Webhook? Whenever two separate systems are connected, they can communicate with each other through the internet by sending and receiving messages. One of the systems can be the receiving system and the other the sending system, but sometimes they can switch roles depending on the integration. The

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Set Field-Level Security for a Field on Permission Sets During Field Creation

Big Idea or Enduring Question: How to set field-level security for a field on permission sets instead of profiles during field creation? Business Use Case Martin Jones is working as a System Administrator at Gurukul on Cloud (GoC). Martin is currently working on a field service implementation project. He has a requirement

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Salesforce Winter’23 Release Quick Summary

Currently, the Winter’23 release is available under the pre-release program. On the 26th of August, Sandboxes will be upgraded, as a result, your organization will get the look and feel of the Winter’23 release. In this release, you will find lots of new features, as well as, new enhancements related to Lightning Experience, Salesforce

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How to Solve Top Activity Capture Challenges Salesforce Admin Face Daily

Dreamforce returns in all its glory for its 20th anniversary this year and as a Salesforce partner, Revenue Grid is delighted to share this event with you. Designed for Salesforce users, Revenue Grid helps companies with complex sales scenarios automate activity capture and then identify and eliminate revenue leaks with

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Set Your Productivity on Steroids by Creating Subflows

Salesforce Flow is one of the most used declarative tools to automate business processes in Salesforce. Most of us usually create a new flow for each requirement. That not only is not a best practice, but, in the long run, it is a highly unproductive and unsustainable approach to managing

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How to Pass Salesforce Marketing Cloud Email Specialist Exam

After dreading and delaying a couple of times, I finally mustered the courage to appear for the Marketing Cloud Administrator certification exam a few months ago. And, oh yes, I managed to pass it on my first attempt. So, follow along on the ‘Yellow Brick Road’! I’ve approximately 1.6 years

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