Category: Salesforce

When we perform data risk assessments, we often find sensitive data in Salesforce – often in places admins least expect! With complicated permissions structures, multiple Salesforce orgs existing simultaneously, and salespeople going ‘rogue’, it’s easy to see how sensitive data can become exposed – not… Read More

Here at Salesforce Ben, we have covered pretty much everything there is to cover when it comes to Salesforce. That includes both workflow rules and Flow.  As much as we love everything that Salesforce is doing around Flow, we still think workflow rules have their… Read More

Weeks before his death, Einstein advised, “Try not to be a success, but rather to be of value”. He was obviously referencing the need for present-day marketers to reach desired outcomes through high-value communications with subscribers. Today’s consumer interacts daily with hundreds of brands attempting… Read More

In the early days of my consultancy career, I started working on multiple projects that required a fully mirrored production environment, known as a sandbox. However, Pardot Sandboxes are a relatively new feature, and so, the documentation is somewhat lacking. There are definitely some limitations… Read More

Salesforce offer different editions of their product which grant access to the specific Salesforce products and features your organization purchases. These go up in levels; upgrade, and your organization gains more functionality. You will commonly hear Professional, Enterprise, Unlimited Editions being referred to in a… Read More

The main aim of Account Engagement (Pardot) Engagement Studio is to set up campaign automation that treats each prospect as an individual – in other words, they progress through the program at a pace according to their level of engagement or field data. Marketers design… Read More

Salesforce is an amazing platform for all business processes, and the way that it’s set up means that those using it can develop unique traits and skills. Some of these are ideal for c-suite roles, with Trailblazers often rising through the ranks to achieve high-level… Read More

As part of the Spring 23’ release, a lot of Lightning Web Component (LWC) features have been released. These features in enhance your productivity and help us to debug wired properties and synchronize data without having to do a page refresh. In this post, we… Read More

Lead Source in Salesforce is a field which states where leads came from, indicating which channels produced the greatest number of new leads and, down the line, which generated the most revenue (won opportunities). Lead Source is a picklist field: in other words, a field… Read More

Salesforce DevOps Engineers ensure that Salesforce changes can be deployed through a smooth software development lifecycle (with minimal bugs and disruption to users). There’s no doubt that Salesforce DevOps Engineers are in demand – they empower everyone on a team with the tools and processes… Read More