Category: Salesforce

Meet Salesforce ‘Scoping Rules’, the sister of the (similarly named) ‘Restriction Rules’. Scoping rules are intended to help users by showing the records they need access to and hiding less important records, therefore reducing the ‘scope’ of what a user sees. In this article, we’ll… Read More

You may have heard the phrase, “one flow per object,” but is this rule still relevant? Over time, the message has changed. When it comes to Salesforce Flow design patterns, there is rarely a straightforward path to the answer; there are many factors to take… Read More

Since the COVID-19 pandemic began, companies have been accelerating their digital product and service strategies to meet new and growing demands from customers. In order to keep pace, modernizing Salesforce DevOps practices has been critical. There are major productivity and compliance gains to be made… Read More

Whatfix and Salesforce Ben are teaming up to bring you a free webinar about boosting adoption and training in Salesforce. Salesforce powers high-performing sales teams, and its benefits are comprehensive for sales orgs. Salesforce provides better organization flows, cleaner account data, drives sales productivity and… Read More

Welcome to the world of Salesforce – a place where you’ll find innovation, inspiration… and plenty of acronyms! Just like any specialized technology, Salesforce comes with terminology that can be shortened to a handful of letters to help us communicate faster. However, newbies can sometimes… Read More

I frequently come across features in Salesforce that are easy to implement and provide good data quality, but are seldom used by new admins. Global Picklist is one of those features. A Global Picklist can be defined to ensure data accuracy and continuity, by providing… Read More

There are 4,000+ apps listed on the Salesforce AppExchange, and more affiliated with the ecosystem. With multiple vendors in each of the countless app categories, how does an organization go about selecting the correct fit for their requirements? And what if the business leader settles… Read More

Whether you’re a developer or an admin, if you’ve been working on the Salesforce platform for more than a few minutes, the chances are you’ve heard the term ‘best practice’ thrown around. But what exactly does it mean? It is a term we use for… Read More

AI features have become imperative to the Salesforce platform. We now have Sales Cloud Einstein, Service Cloud Einstein, Marketing Cloud Einstein, Commerce Cloud Einstein, and Einstein across the industry clouds – and that’s just the starting point. If you look at all the AI capabilities… Read More

Applications for the Pathfinder Training Program open on March 21, 2022! If you are interested in a free, virtual, part-time program, register for one of their informational sessions. They will take place March 15 – 18. Not sure if the Pathfinder Program is right for… Read More