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Salesforce to Acquire Own

Salesforce to Acquire Own

Salesforce is set to acquire data protection and management vendor Own Co. for approximately $1.9 billion in cash. This move aligns with Salesforce’s ongoing investment in artificial intelligence (AI) and its efforts to bolster cybersecurity amidst rising data security concerns.  The San Francisco-based CRM giant expects to finalize the acquisition of Own by the fourth

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AI Senate Bill 1047

AI Senate Bill 1047

California’s new AI bill has sparked intense debate, with proponents viewing it as necessary regulation and critics warning it could stifle innovation, particularly for small businesses. Senate Bill 1047, known as the Safe and Secure Innovation for Frontier Artificial Intelligence Models Act, mandates that developers of advanced AI systems costing at least $100 million to

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Einstein Chatbot

Einstein Chatbot

Businesses have increasingly adopted “chatbots” to provide quick answers to customer queries outside regular business hours or to route customers to the appropriate department after answering preliminary questions. While these chatbots can be useful, they often fall short in delivering the same level of value as human interaction, sometimes leading to frustration. Today, chatbots are

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Field Types to Custom Report Type

Field Types to Custom Report Type

How to Add Fields to a Custom Report Type If a report based on a Custom Report Type is missing some fields, you’ll need to edit the layout of the report type to make those fields available. For example, if an ‘Activities with Accounts and Contacts’ report type lacks certain fields in the ‘Select Columns’

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mopsey app

Mopsy

Mopsy is an alternative to the default “Today’s Tasks” component found on the Salesforce Home page. Limitations of Today’s Tasks Component The default “Today’s Tasks” component often falls short in functionality. For instance, if a task is overdue, it may not be highlighted. In the example below, a task from yesterday isn’t shown in the

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Marketing Cloud Admins

Marketing Cloud Admins

Salesforce Marketing Cloud Administrators play a key role in ensuring the success of an organization’s marketing efforts. Their responsibilities span system configuration, data management, campaign development, and execution. These professionals need a blend of technical expertise, strategic thinking, and keen attention to detail to effectively manage and optimize the Marketing Cloud environment. System Configuration and

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Configuring Revenue Management

Configuring Revenue Management

Configuring Revenue Management for Automated Population of Recognition Templates and GLAs Revenue Management can be set up to automatically populate the recognition template and GLAs on your source records based on their revenue recognition treatment. How It Works Revenue Management assigns the correct recognition template to a source record by following these steps: Setting Up

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