Category: Salesforce

Most Salesforce administrators have heard the terms “WhoId” and “WhatId” when working with the Task or Event object.  For those not familiar with these terms, perhaps you have heard of the Salesforce field labels for them instead: “Name” and “Related To”.   WhoID (Name) and WhatId… Read More

Formstack is teaming up with Salesforce Ben to bring you a free webinar. Learn about the different ways you can automatically generate the documents you need using the data you already have in Salesforce.  Delight your users by saving them time, as well as your… Read More

Tableau CRM (TCRM), formerly Einstein Analytics, is a powerful and flexible data analytics platform that can quickly deliver actionable insights for Salesforce users. However, it can be daunting for new users to learn, as the UI is entirely different from Salesforce. I know this all… Read More

Just as the stock market bounces back to all-time highs after the Coronavirus pandemic gripped the global economy in early 2020, we are now seeing the same thing with Salesforce job trends. During 2020, a lot of Salesforce projects were put on hold, at least… Read More

As well as being the #1 CRM platform in the world, Salesforce has cultivated a booming community of inspiring and insightful influencers. If you want to stay up to date with what’s happening in the ecosystem, the hottest new features, and unmissable events, you need… Read More

With the risk of sounding biased (and maybe I am), inline editing within Salesforce reports has been one of my dreams since I first discovered list views and the joys of inline editing they provide. Great news – both users and admins can finally quit… Read More

Over the last few years I have I reflected on my experiences with networking in the Salesforce ecosystem and why networking is becoming increasingly vital. I want to return to this topic, caputring insight and coping strategies that I’ve since uncovered.  Do larger social situations… Read More

It’s that time of the year again! Another Salesforce release is approaching, which means a whole bunch of new features and functionality to play around with. Salesforce releases bring excitement both to Admins & Developers in the backend, as well as users who get to… Read More

As we head towards the end of each year, the SalesforceBen.com team likes to take a step back and look at our achievements and milestones during the year that has passed. We are always proud of what we, and our community of guest authors have… Read More

As another year passes in the Salesforce ecosystem, it’s time to look back at some of our most popular posts of 2021. There’s never a dull moment in this ecosystem of ours, and 2021 was no exception, with DevOps taking the limelight. Both across AppExchange… Read More