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Salesforce Roles and Profiles (Feat. Permission Sets)

Profiles, roles and permission sets work together to determine what Salesforce users can see and do inside Salesforce. I remember security & access was one of the toughest topics on the Salesforce Admin certification exam. There is no way around these concepts, as they are… Read More

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10 Salesforce Service Cloud Einstein Features & Use Cases

Contact centres are coming under increasing pressure as their customer inquiry volumes grow. That growth is fuelled by a number of factors, including: An expanding customer base Releasing new products or services Entering new countries and adding new languages Launching new channels such as SMS,… Read More

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UK ‘Plan for Jobs’ Paves Way for Salesforce Apprenticeships

In the wake of Covid-19, over 700,000 young people in the UK will be graduating into the most uncertain employment market in living memory – a difficult start to their career and which could have long term implications upon their lifetime earnings. Chancellor Rishi Sunak… Read More

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The Evolution of Product at Buffer and the Next Step: We’re Hiring a VP of Product

We’ve been building Buffer for coming up to ten years now. We’re currently a 90-person fully remote team with over 70,000 paying customers and $20M in annual revenue. We’re proud to be a leader in the space of social media management, and to operate long-term as an independent and profitable business.As a company, we’ve rallied …

Salesforce Dynamic Actions – Overview & Deep Dive Tutorial

While Dynamic Forms might seem to be the star of the show, Dynamic Actions are set to be an extremely powerful new feature that all Salesforce Admins should explore. Summer ‘20 is a particularly exciting release for Salesforce as they finally reveal a suite of… Read More

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Service Cloud Voice: Unifying Telephony and CRM in Real Time

Salesforce has announced general availability of Service Cloud Voice. This highly anticipated feature was given the spotlight at Dreamforce 2019 and according to Salesforce is set to “unify voice calls, digital channels and CRM data in real-time, for the first time.” That’s a big statement,… Read More

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A Brand’s Guide to Unsplash: How to Unlock the Next Big Visual Marketing Channel

Remarkable brands are more than a logo. They are a collection of images and feelings and connections. (Often experienced through social media.) Take Nike for instance. When you think of Nike, you likely see movement, you feel momentum. You associate Nike with getting things done. This feeling is reinforced by all their imagery and of …

Spanning Backup In-Depth Review [The AppAssessor #14] [Updated 2020]

Be honest, does data backup excite you? For most people, the answer to that would be ‘no’. Instead, data backup is often associated with long, drawn-out processes, a topic not so attractive for a Salesforce admin. It seems that professionals carry around their own versions… Read More

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Enhanced Recurring Donations in Salesforce NPSP (Summer ’20 Updates)

Originally published on Tribo in Spanish. Translation from Spanish done by Nicholas Fiorendi. The Recurring Donations feature in the Nonprofit Success Pack (NPSP) lets you keep a track of gifts from donors over a period of time. In the Salesforce Summer ’20 release, the Recurring… Read More

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Einstein Analytics Data Prep Beta in Summer ’20

It’s an exciting time to get started with data in Einstein Analytics. The Einstein Analytics product team has worked very hard making it easy for users to prep their data ready for building amazing dashboards and predictions. In Summer ’20, we are seeing the first… Read More

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