Salesforce Object Key Prefix List
Big Idea or Enduring Question: How to find the Object Key Prefix for a specific object as well as for every standard object available in an org? Objectives: After reading this blog, you’ll be able to: Understand what the Salesforce Object Key Prefix is. Have a script to find the
Salesforce Spring’24 Release Quick Summary
Currently, the Spring’24 release is available under the pre-release program. On the 05th of January 2024, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Spring’24 release. In this release, there are numerous fresh features and improvements encompassing various areas. These include
Maximizing Salesforce Teams’ Productivity through AI
As Artificial Intelligence (AI) continues to evolve and integrate into various business domains, its transformative impact on the Salesforce ecosystem is particularly significant. This shift is about more than just adopting new technologies; it’s about a fundamental change in how Salesforce teams operate, leading to unparalleled boosts in productivity and
Beyond Text: Exploring Image Use Cases in Salesforce Flows
Do you know the full extent of the image features you can implement into a Salesforce flow? We’ve completed more than 600 implementations on top of Salesforce, for photo use cases which, more often than not, are using flows. We are very happy to share some of those capabilities with
Automatically Remove Unqualified Leads from Sales Engagement Cadence
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
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
Automatically Assign New Leads to a Sales Engagement Cadence
Big Idea or Enduring Question: How do you automatically assign newly-created leads to a Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadence object to find out about a Cadence. Assign a Sales Engagement Cadence to a lead or contact. And much more.