Category: Salesforce

Apex is powerful, but with great power comes great responsibility. Because if you aren’t careful with Apex and custom code on your Salesforce environment, there’s a good chance you wind up creating technical debt. This is all the more important because Salesforce orgs are often… Read More

The post 3 Apex Design Patterns for Your Salesforce Development Team appeared first on Salesforce Ben.

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

The post Salesforce Roles and Profiles (Feat. Permission Sets) appeared first on Salesforce Ben.

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

The post 10 Salesforce Service Cloud Einstein Features & Use Cases appeared first on Salesforce Ben.

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

The post UK ‘Plan for Jobs’ Paves Way for Salesforce Apprenticeships appeared first on Salesforce Ben.

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

The post Salesforce Dynamic Actions – Overview & Deep Dive Tutorial appeared first on Salesforce Ben.

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

The post Service Cloud Voice: Unifying Telephony and CRM in Real Time appeared first on Salesforce Ben.

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

The post Spanning Backup In-Depth Review [The AppAssessor #14] [Updated 2020] appeared first on Salesforce Ben.

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

The post Enhanced Recurring Donations in Salesforce NPSP (Summer ’20 Updates) appeared first on Salesforce Ben.

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

The post Einstein Analytics Data Prep Beta in Summer ’20 appeared first on Salesforce Ben.