Salesforce Flow and Validation Rules are essential tools that every Salesforce admin frequently uses. In certain scenarios, you may need to create Flows or Validation Rules specifically for the Salesforce mobile app or exclude them from it. Additionally, you might want to implement different logic depending on whether the user is on the mobile app
Simplifying Secure Data Access Across Clouds In today’s data-driven world, secure and prompt access to information is crucial. However, with critical analytics data spread across various cloud vendors, achieving this expediency can be challenging. Cross-cloud zero-copy data sharing doesn’t have to be complex. By leveraging your Autonomous Database, you can swiftly establish secure data sharing
Salesforce has introduced two advanced AI models—xGen-Sales and xLAM—designed to enhance its Agentforce platform, which seamlessly integrates human agents with autonomous AI for greater business efficiency. xGen-Sales, a proprietary AI model, is tailored for sales tasks such as generating customer insights, summarizing calls, and managing pipelines. By automating routine sales activities, it enables sales teams
Liberty Bank, based in Middletown, Connecticut, announced on September 5th an expanded partnership with Salesforce, the world’s leading AI-powered CRM platform, to enhance its customer engagement efforts. By integrating Salesforce’s Financial Services Cloud, Marketing Cloud, MuleSoft, and Salesforce Shield, Liberty Bank aims to deliver more personalized, efficient, and enriched services. This strategic investment will further
Important Information for Winter ’25 Release The 5-minute release window applies only to major release upgrades to non-hyperforce orgs. System maintenance windows haven’t changed. ResourcesFor easy reference to this information, bookmark status.salesforce.com. To learn more about our new Winter ’25 features, see Winter ’25 Preview Release Notes and Release Notes Changelog. Like Related Posts Salesforce OEM AppExchange Expanding its
Salesforce recently announced a strategic partnership with Monte Carlo, a leading fashion brand, to revolutionize the company’s consumer engagement across multiple channels. This collaboration will help Monte Carlo evolve from a winter-wear icon into a year-round favorite in India’s competitive fashion industry, appealing to customers of all ages while maintaining its legacy in winter apparel.
Salesforce has introduced Salesforce Foundations ahead of Dreamforce, offering a significant free upgrade that enables customers to unify data and functionality from various Salesforce products into a customizable portal. This portal gives users the flexibility to apply extensive data filters and perform actions directly within the Salesforce Platform. What is Salesforce Foundations? Salesforce Foundations provides
The Healthcare Industry’s Digital Transformation: An Opportunity Unveiled – Salesforce Healthcare and AI Historically, the healthcare sector has lagged behind in technology adoption, particularly software. It consistently invests less in IT and software compared to other industries, relying heavily on manual processes and outdated tools like faxes and phone calls. Unlike other sectors where platforms
Managing Multiple Salesforce Instances: Challenges and Solutions For growing enterprises, managing multiple Salesforce instances can be a significant challenge. Each instance may house critical business data and processes, which often need to be consolidated, particularly during mergers, acquisitions, or different stages of Salesforce adoption. This consolidation is essential to reduce operating costs and enhance efficiency.
Salesforce has published a great resource for Einstein users. The Einstein Cheat Sheet puts all the Einstein features and resources at your fingertips. Download here. ein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions
Salesforce has announced its acquisition of AI voice agent firm Tenyx, with the deal expected to close in the third quarter. While the financial terms have not been disclosed, Tenyx’s co-founders, CEO Itamar Arel and CTO Adam Earle, along with their team, will join Salesforce as part of the acquisition. This move comes after Salesforce,
Pardot vs. Marketing Cloud: A Comparative Overview When choosing a marketing automation solution within the Salesforce ecosystem, the decision typically comes down to Pardot (now Marketing Cloud Account Engagement) and Marketing Cloud. While both are powerful, they are designed for different purposes. Pardot (MCAE): Marketing Cloud: Pardot vs. Marketing Cloud: A Comparative Overview In summary,
Salesforce to Acquire Tenyx, Enhancing AI-Powered Solutions Salesforce has announced its decision to acquire Tenyx, a California-based startup specializing in AI-driven voice agents. This acquisition aims to bolster Salesforce’s AI capabilities and further its commitment to enhancing customer service through innovative technology. The deal, set to close in the third quarter of 2024, will integrate
When to Use (and Avoid) Salesforce Validation Rules Ensuring quality data in Salesforce is crucial, but finding the right balance between enforcing data integrity and maintaining a smooth user experience can be challenging. Both Flows and validation rules play important roles in this process. The Role of Validation Rules and Flows in Data Management Salesforce
Ortoo Launches Smart Actions: A Revolutionary Salesforce-Native App for AI Automation Ortoo, a leading provider of Salesforce productivity solutions, has unveiled its latest innovation, Smart Actions, now available on the Salesforce AppExchange. This groundbreaking Salesforce-native app allows businesses to seamlessly integrate AI automation into their Salesforce workflows, dramatically boosting efficiency and simplifying complex processes with
