How do I manage metadata in Salesforce? Search Setup for Custom Metadata Types. On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records. On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata
Announcing the Salesforce Maps Summer ’24 Release! We are thrilled to announce the availability of the Salesforce Summer ’24 Maps release, designed to significantly enhance your experience and bring valuable benefits to your business. Key Features and Enhancements Summer 24 Salesforce Maps Release: For a comprehensive overview, please refer to the Maps Summer ‘24 Release
Pivoting an established company’s business model is one of the most daunting challenges a CEO can face. When the new CEO of Zilliant took the company’s helm in 2022, the mandate was to accelerate growth and increase market share. It quickly became evident that success lay not in product updates or tech investments but in
Optimizing Public Sector Loan Management with Salesforce Effective loan management is vital for public sector financial operations, ensuring that funds are allocated efficiently and responsibly. As public entities face increasing demands for transparency and accountability, leveraging technology becomes essential. Salesforce, a leading customer relationship management (CRM) platform, offers robust solutions tailored to enhance loan management
Empower Your Healthcare Team with Salesforce Health Cloud Equip your healthcare team with comprehensive 360-degree views that help connect and engage every patient, member, employee, and partner. Explore Salesforce Health Cloud Explore Health Cloud Understanding the capabilities of this platform is the first step to transforming your organization’s patient management. Let’s explore what Health Cloud
Content Marketing Lessons: Beyond Creativity Content marketing requires more than just creativity; it demands a strategic approach rooted in collaboration, consistency, and data-driven insights. Salesforce, a leader in customer relationship management, exemplifies how to revolutionize content marketing to achieve meaningful business outcomes. Centralize Content Strategy for Consistency One of the key takeaways from Salesforce’s content
Insider risk and data protection company Next DLP has unveiled its new Secure Data Flow technology, designed to enhance data protection for customers. Integrated into the company’s Reveal Platform, Secure Data Flow monitors the origin, movement, and modification of data to provide comprehensive protection. Data Protection Improvements from Next DLP. This technology can secure critical
Alphabet Abandons Acquisition Plans for HubSpot The integration between Salesforce and Hubspot could have changed drastically. The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams. Current HubSpot Google integration includes: ability to log emails sent from Gmail into HubSpot CRM with one click, so
Salesforce CEO Marc Benioff has hinted at the upcoming launch of a new AI and automation platform geared towards customer support. Salesforce Agentforce Platform. In anticipation of September’s Dreamforce event, Benioff used X, formerly Twitter, to offer a sneak peek into the platform, specifically highlighting its customer-facing “Einstein Service Agent.” In his post, Benioff underscores
What is a Salesforce Sandbox? A Salesforce Sandbox is a duplicate of your live production environment, offering a safe and isolated space for developers and administrators to test new features, configurations, and code changes. This environment ensures that you can experiment without affecting your live data, allowing for thorough validation before changes are deployed to
This insight is to share the best AI tools to save you time and money. Instead of listing them with zero explanation, we show you how to use these tools and what we’ve created with them. Cool AI Tools for Business. You can then customize it manually or with AI. Although Decktopus is great, it’s
The pace of change in the marketing world has arguably never been faster than it speeds ahead today. Professionals across various fields, not just marketing, are feeling the impact of rapid technological advancements, shifts in the global economy, evolving consumer preferences, and a volatile job market. Marketing Technologies and Trends. To navigate these changes, marketers
Every sale is a story of connecting needs with solutions and questions with answers. A sales customer relationship management (CRM) system is essential for facilitating these connections. It helps track customer interactions and creates meaningful engagements that drive business forward. However, many sales organizations are not fully utilizing this powerful, game changing tool. According to
‘On-device Agentic AI is Here!’: Salesforce Announces the ‘Tiny Giant’ LLM Salesforce CEO Marc Benioff is excited about the company’s latest innovation in AI, introducing the ‘Tiny Giant’ LLM, which he claims is the world’s top-performing “micro-model” for function-calling. Salesforce’s new slimline “Tiny Giant” LLM reportedly outperforms larger models, marking a significant advancement in on-device
AI Agents in Line at HR may only be a satirical cartoon for a very short time. Sorry, Farside, but your AI bits may not be able to keep up with AI. July, 2034 — A new software unicorn has just emerged inbehind a bar in a pub in East London. Unicorn, by the way,
