Sandbox Archives - gettectonic.com - Page 3
Winter 25 Salesforce Release
22Aug

Get Ready for Winter 25 Salesforce Release

Salesforce Winter 25 Release notes are here. Salesforce Overall Learn about new features and enhancements that affect your Salesforce experience overall. August 8: Get early access by signing up for a Pre-Release org Admins can sign up for a pre-release Developer Edition environment, which is full of all the Winter ’25 features to explore to your heart’s content. Developer environments are stand-alone environments where you can learn, build, and get comfortable with features and functionality. If you already had a pre-release org for Summer ’24, you can log back into that one. August 14: Review the Release Notes Search the products you use for release updates in the Release Notes section of Salesforce Help. The notes will go live August 14 and we will share the link here. Get help from the community! With each release, there are a number of blogs by community members who break it down. Check out the Release Readiness Trailblazer Community Group where you can continue to get updates, share your favorite features, and ask questions about the upcoming release. August 19: Be Release Ready with Winter ’25 features for Admins Starting on August 19th, we’ll begin publishing blog posts on the Admin Blog to help you Be Release Ready with Winter ’25 features. Get ready to dive into blog posts featuring Winter ’25 user access highlights and more! As blog posts and more release resources become available, we’ll be updating the Be Release Ready page with all the resources and information you need to get started with Winter ’25. August 29 before 5 p.m. PT: Be sure to refresh your Sandbox Once you’ve explored the pre-release org and reviewed the Release Notes for features that are important to you, it’s time to try out features related to your customizations in your sandbox. This is a great time to evaluate how specific features may be useful or impact the way your organization uses Salesforce. During each release, there is a group of sandboxes slated to remain on the non-preview instance (i.e. the current release) while there is another group of sandboxes that will upgrade to the preview instance. Use the Salesforce Sandbox Preview Guide to determine the plan for your sandbox instance(s). Use the tool where you can search by sandbox instance and then specify what you want to do with your sandbox — stay on the non-preview or move to preview. It will then instruct you to refresh your sandbox to get to the desired instance or inform you that there is no action needed because your sandbox is slated for the desired instance. Contact Tectonic today if you need assistance getting Salesforce release ready. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 22, 2024in Snowflake
Winter 25 Release Notes
20Aug

Winter 25 Release Notes

The Winter ’25 release is available through the pre-release program. On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. Set Up Your Pay Now Store Quickly and Easily Use the streamlined automated setup to get your Pay Now store up and running effortlessly. The guided process walks you through each step needed to configure your store. This feature is available in Salesforce Payments for Enterprise, Unlimited, and Developer editions. How to Set Up: Gain Insight into How User Permissions Are Granted Simplify user management with visibility into the profiles, permission sets, and permission set groups that grant permissions to a user. The User Access Summary now provides detailed information about a user’s assigned object, field, user, and custom permissions. Previously, identifying the source of a user’s permissions required multiple steps, but now you can access this information with just a few clicks. This change applies to Lightning Experience in all editions. How to Use: See How Object Access Is Granted in Object Manager Quickly view the permission sets, permission set groups, and profiles that grant access to an object, along with the level of access provided. The read-only Object Access Summary in Object Manager allows for quick checks during troubleshooting, reviews, or when deciding how to grant user access. This update is available in Lightning Experience across all editions. How to Access: Improve Performance for List Views on Custom and Standard Objects To enhance performance and meet the latest accessibility standards, list views for both custom and standard objects now render using Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s latest framework, delivers data faster and enables new features for list views. Previously, only custom object list views in sandboxes used LWC. This update applies to Lightning Experience in all editions. How to Use: Configure Record Highlights in Lightning App Builder Enhance your Lightning pages with the new Dynamic Highlights Panel, which lets you configure important fields directly within the Lightning App Builder. Previously, this was only possible through compact layouts in Setup. The Dynamic Highlights Panel can hold up to 12 fields and adjusts responsively to browser size. This feature is available in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Implement: Make Record Fields Stand Out with Conditional Formatting Highlight key information on record pages using conditional formatting in Lightning App Builder. On Dynamic Forms-enabled pages, you can assign custom icons and colors to fields based on defined criteria, such as field values or other conditions on the page. This feature is available on a rolling basis starting in early September 2024 for Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Use: Save Time with New Messaging Components for Enhanced Bots (Generally Available) Empower customers and save service agents’ time with the new messaging components for enhanced bots. These include authentication, custom, form, and payment messaging components, which can handle more complex use cases on enhanced Apple Messages for Business channels. The form component is also available for Messaging for In-App and Web. These updates apply to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions, with bot setup available only in Lightning Experience. How to Implement: Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta) Enhance LWR site pages by adding and configuring data providers in Experience Builder. This feature allows you to access data from different sources, such as Apex or Record data providers, directly within your site page and its components. This change is available in Professional, Enterprise, Unlimited, and Developer editions for LWR sites accessed through Lightning Experience. A community license is required to use this feature. How to Use: To configure data providers on an LWR Site page in Experience Builder: Enabling or Disabling Modernized Record Experience in Aura Sites You can now use upgraded record components based on Lightning web component technology to see stylistic changes in your Aura sites. These updates, previously limited to sandbox environments, are now available in production environments for the Create Record Form, Record Banner, and Record Detail components. This update is applicable to Aura sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. When you enable the Use Lightning web components on your record pages in Aura sites setting, the Create Record Form, Record Banner, and Record Detail components display minor style changes. Some key updates include: Daily Summary of Service Appointments Requiring Immediate Attention Boost dispatcher productivity by using Einstein Copilot Field Service actions to get a daily summary of service appointments needing immediate attention, such as those with rule violations, overlaps, SLA risks, or emergencies. Each category in the summary is converted into a filter in the appointment list for quick resolution. Customize the summary to include additional categories. This feature is available in Lightning Experience in the Einstein 1 Field Service Edition with the Field Service Managed Package installed. To use this feature: Assigning Opportunity Splits to Territories Sales teams can now assign opportunity splits and opportunity product splits to territories, enabling them to report on how territories contribute to overall sales. Previously, splits could only be associated with the parent opportunity’s territory. Now, teams can also forecast based on split amounts across territories. This update applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. To enable this feature: Strategic Planning with Account Plan Enhance your strategic planning with Account Plans by nurturing existing relationships and growing key accounts. Use Account Plans to research and analyze accounts, set objectives with actionable metrics, and monitor growth and development from a single repository within Salesforce. This feature applies to Lightning Experience in Enterprise, Performance, and Unlimited editions and in Einstein 1 Sales Edition. This feature will be rolled out to production environments after the Winter ’25 release and will be available to all customers by October 29, 2024. It is accessible in sandboxes only after its production release. To use Account Plans: Forecast Submissions Forecast submissions

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August 20, 2024in Generative AI, Snowflake, Unified Knowledge
Salesforce End User Training
20Aug

Salesforce End User Training

Preparing Training Materials: How to Create an End-User Training Document Drafting a user-friendly training document, whether it’s a Training Manual or Training Guide, is as crucial as conducting the training itself. This document, which can be formatted as a PDF, presentation, or other formats, should provide clear instructions and visuals that help users navigate the Salesforce application effectively. Below are key strategies for crafting an effective end-user training document. 1. Understand the End-User Before drafting the document, it is important to assess the users’ technical skills and familiarity with Salesforce. This helps in identifying knowledge gaps and tailoring the training material to suit their needs, ensuring the content is accessible and comprehensible. 2. Break Down the Training into Smaller Procedures Organize the document into smaller sections, each focused on specific tasks or procedures. This not only makes the content less overwhelming but also allows users to easily refer to specific instructions without sifting through lengthy explanations. 3. Organize the Document Logically Align the content with the natural flow of business processes, avoiding unnecessary jumps between different features. A well-structured, hyperlinked table of contents makes navigation easier and more intuitive. 4. Include Screenshots Visual aids like screenshots are essential in guiding users through Salesforce. Ensure the screenshots are focused on relevant elements, and blur any unnecessary or sensitive information. Clear, well-annotated images enhance understanding and make the document more engaging. 5. Keep Instructions Clear and Concise Ensure that each step is succinct and to the point. Overly detailed instructions can confuse users, so focus on delivering clear, actionable guidance. How to Record Video Tutorials Sometimes, written instructions may not fully convey how to use Salesforce features effectively. In such cases, video tutorials are a great supplement. These can be comprehensive guides or broken into shorter segments based on specific functions. Supplementary Materials Additional resources like FAQs, cheat sheets, glossaries, and links to official Salesforce documentation can provide valuable support for users. These materials encourage independent learning and build confidence in using Salesforce. Training Delivery Methods There are multiple ways to deliver end-user training. Below are the most effective: Structuring the Salesforce End-User Training Whether the users are new to Salesforce or have some familiarity, it’s important to structure the training content in a way that reflects real-world processes. Rather than teaching isolated features, organize the material based on the actual workflow users will encounter. To make virtual training engaging, live demonstrations of features are recommended rather than simply reading through the training document. Short breaks can help prevent information overload, while interactive exercises in a Salesforce sandbox can enhance hands-on learning. Post-Training Follow-up After training, make the materials available in a shared folder for users to reference as needed. Gathering feedback is essential for improving the training experience. Adjust the training documents and video tutorials based on this feedback to ensure they remain clear and useful. Additionally, collecting feedback from the client on the effectiveness of the training session itself helps to refine future training efforts. By focusing on clarity, structure, and real-world application, training documents and sessions will empower users to fully leverage Salesforce’s capabilities. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 20, 2024in Salesforce
benefits of salesforce flow automation
15Aug

Benefits of Salesforce Flow Automation

Salesforce Flow Automation offers robust tools to streamline operations, enhance productivity, and improve accuracy. Whether you’re new to Salesforce or refining existing workflows, here are five top tips for maximizing the benefits of Salesforce Flow Automation. 1. Define Clear Objectives Before creating any flows, clearly define your automation goals, whether it’s reducing manual data entry, accelerating approval processes, or ensuring consistent customer follow-ups. Having specific objectives will keep your flow design focused and help you measure the impact of your automation. 2. Leverage Pre-Built Flow Templates Salesforce provides a range of pre-built flow templates tailored to common business needs, saving time and effort. Start with these templates and customize them to suit your unique requirements, allowing you to implement efficient solutions without building from scratch. 3. Optimize Decision Elements Decision elements in Salesforce Flow enable branching logic based on set conditions. Use them to direct the flow according to specific criteria, such as routing different approval paths based on deal value or service type. This targeted approach ensures each scenario is handled effectively. 4. Thoroughly Test Before Deployment Testing is a critical part of the automation process. Before launching a new flow, test it in a sandbox environment to catch any issues. Cover a range of scenarios and edge cases to confirm that the flow works as expected, helping avoid disruptions and ensuring a smooth transition into live use. 5. Monitor and Continuously Improve Automation is an evolving process. After deploying flows, monitor their performance to ensure they’re achieving desired outcomes. Use Salesforce’s reporting tools to track metrics like completion rates and processing times. With this data, you can fine-tune your flows to boost efficiency and adapt to changing business needs. By following these tips, you can unlock the full potential of Salesforce Flow Automation, leading to streamlined processes and better business outcomes. Embrace automation to reduce manual work and keep focus on driving core business growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 15, 2024in Data, Salesforce, Salesforce Implementation Services, Salesforce Optimization
AI Infrastructure Flaws
08Aug

AI Infrastructure Flaws

Wiz Researchers Warn of Security Flaws in AI Infrastructure Providers AI infrastructure providers like Hugging Face and Replicate are vulnerable to emerging attacks and need to strengthen their defenses to protect sensitive user data, according to Wiz researchers. AI Infrastructure Flaws come from security being an afterthought. During Black Hat USA 2024 on Wednesday, Wiz security experts Hillai Ben-Sasson and Sagi Tzadik presented findings from a year-long study on the security of three major AI infrastructure providers: Hugging Face, Replicate, and SAP AI Core. Their research aimed to assess the security of these platforms and the risks associated with storing valuable data on them, given the increasing targeting of AI platforms by cybercriminals and nation-state actors. Hugging Face, a machine learning platform that allows users to create models and store datasets, was recently targeted in an attack. In June, the platform detected suspicious activity on its Spaces platform, prompting a key and token reset. The researchers demonstrated how they compromised these platforms by uploading malicious models and using container escape techniques to break out of their assigned environments, moving laterally across the service. In an April blog post, Wiz detailed how they compromised Hugging Face, gaining cross-tenant access to other customers’ data and training models. Similar vulnerabilities were later identified in Replicate and SAP AI Core, and these attack techniques were showcased during Wednesday’s session. Prior to Black Hat, Ben-Sasson, Tzadik, and Ami Luttwak, Wiz’s CTO and co-founder, discussed their research. They revealed that in all three cases, they successfully breached Hugging Face, Replicate, and SAP AI Core, accessing millions of confidential AI artifacts, including models, datasets, and proprietary code—intellectual property worth millions of dollars. Luttwak highlighted that many AI service providers rely on containers as barriers between different customers, but warned that these containers can often be bypassed due to misconfigurations. “Containerization is not a secure enough barrier for tenant isolation,” Luttwak stated. After discovering these vulnerabilities, the researchers responsibly disclosed the issues to each service provider. Ben-Sasson praised Hugging Face, Replicate, and SAP for their collaborative and professional responses, and Wiz worked closely with their security teams to resolve the problems. Despite these fixes, Wiz researchers recommended that organizations update their threat models to account for potential data compromises. They also urged AI service providers to enhance their isolation and sandboxing standards to prevent lateral movement by attackers within their platforms. The Risks of Rapid AI Adoption The session also addressed the broader challenges associated with the rapid adoption of AI. The researchers emphasized that security is often an afterthought in the rush to implement AI technologies. “AI security is also infrastructure security,” Luttwak explained, noting that the novelty and complexity of AI often leave security teams ill-prepared to manage the associated risks. Many organizations testing AI models are using unfamiliar tools, often open-source, without fully understanding the security implications. Luttwak warned that these tools are frequently not built with security in mind, putting companies at risk. He stressed the importance of performing thorough security validation on AI models and tools, especially given that even major AI service providers have vulnerabilities. In a related Black Hat session, Chris Wysopal, CTO and co-founder of Veracode, discussed how developers increasingly use large language models for coding but often prioritize functionality over security, leading to concerns like data poisoning and the replication of existing vulnerabilities. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 8, 2024in Salesforce
Salesforce Data Migration Tools
24Jul

Salesforce Data Migration

Salesforce Data Migration: A Key to CRM Success The migration of data into Salesforce is critical for the efficient functioning of Salesforce CRM. When executed correctly, it reduces data duplication, consolidates customer and operational data into a unified platform, and extends CRM capabilities beyond basic functionalities. Proper data migration serves as the foundation for advanced business intelligence and in-depth analytics. On the other hand, poorly managed migration can lead to transferring incorrect, duplicate, or corrupted data, compromising the system’s reliability. An efficient migration process safeguards data integrity, ensures a seamless transfer to Salesforce, and enhances overall organizational performance. What is Data Migration in Salesforce? Salesforce data migration is the process of transferring data from external systems, databases, or platforms into Salesforce. This process captures critical business information and integrates it into Salesforce’s CRM framework securely. The migration process also involves data cleansing, verification, and transforming data into formats compatible with Salesforce’s structure. Why You Need Salesforce Data Migration Importance Data migration is indispensable for companies looking to modernize their operations and enhance performance. With Salesforce, organizations can: Benefits Migrating Data from Legacy Systems to Salesforce Migrating data from legacy systems to Salesforce is essential for scalability and efficient data management. Key advantages include: Salesforce Data Migration Process Data migration involves transferring data into Salesforce to improve customer engagement and operational workflows. The process ensures data accuracy and compatibility with Salesforce’s architecture. Key Steps for Salesforce Data Migration Types of Salesforce Data Migration Top Salesforce Data Migration Tools Data Archiving in Salesforce Salesforce data archiving involves relocating unused or historical data to a separate storage area. This optimizes system performance and ensures easy access for compliance or analysis. Advantages Top Options for Data Archiving Best Practices for Salesforce Data Migration Conclusion Salesforce data migration is a pivotal step in transforming organizational processes and achieving CRM excellence. When done right, it improves efficiency, eliminates data duplication, and ensures accurate information storage. By following best practices, leveraging appropriate tools, and engaging migration specialists, organizations can unlock Salesforce’s full potential for scalability, automation, and advanced analytics. Successful migration paves the way for better decision-making and future growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 24, 2024in Data
Salesforce Sandboxes Explained
08Jul

Salesforce Sandboxes Explained

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 production. By mimicking the production setup, a sandbox helps identify and fix issues early, leading to more stable applications and a more reliable development process. Salesforce Sandboxes play a crucial role in ensuring the quality and functionality of applications. They provide a secure environment to conduct rigorous testing, allowing teams to catch errors and make improvements before affecting end users. This controlled environment fosters innovation while minimizing the risk of disruptions. Types of Salesforce Sandboxes Salesforce offers different sandbox types, each designed to meet various development and testing needs. Choosing the right sandbox depends on the scope and complexity of the project. 1. Developer Sandbox A Developer Sandbox is ideal for individual developers working on isolated tasks. It includes a copy of the production environment’s metadata but no actual data. This sandbox allows developers to build and test new features or configurations without impacting each other’s work. With daily refreshes, it provides an agile development environment for quick iterations. 2. Developer Pro Sandbox Similar to the Developer Sandbox, the Developer Pro Sandbox has more storage capacity and includes some data. This makes it suitable for larger development projects, where more comprehensive testing is required. It’s perfect for data-intensive tasks and collaborative development, allowing multiple developers to work on shared projects. 3. Partial Copy Sandbox A Partial Copy Sandbox includes all metadata and a sample of production data, making it useful for functional testing and user acceptance testing (UAT). It allows teams to validate application performance with real data, helping uncover data-specific issues. It can be refreshed every five days, providing an accurate testing environment without needing a full data set. 4. Full Copy Sandbox The most comprehensive option, a Full Copy Sandbox replicates the entire production environment, including all data and metadata. This sandbox is ideal for final testing, load testing, and staging before deployment. By mirroring production, it ensures that any changes or updates function seamlessly when deployed to live systems. How to Create a Sandbox in Salesforce How to Refresh a Sandbox in Salesforce Refreshing a sandbox updates it with the latest data and configurations from the production environment. Here’s how to do it: Salesforce Sandbox Templates Sandbox Templates allow you to define specific data and metadata to include in your sandbox. These templates ensure a more tailored environment for testing and development activities. 1. Developer Sandbox Template This template includes metadata from the production environment and is perfect for developers who don’t need production data, allowing them to focus on configurations and code. 2. Developer Pro Sandbox Template Similar to the Developer Sandbox Template but with more storage and data, this is suited for more complex projects requiring integration and quality assurance testing. 3. Partial Copy Sandbox Template Ideal for testing with actual data, this template allows you to include a subset of production data for validation and scenario-based testing. 4. Full Copy Sandbox Template A complete replica of your production environment, this template supports full-scale performance testing and final staging before deployment. Frequently Asked Questions By utilizing Salesforce Sandboxes, your team can ensure thorough development, testing, and training processes, leading to better performance and greater confidence in your Salesforce projects. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 8, 2024in Salesforce
Gearset's Features Empower Salesforce Teams
30Jun

Gearset’s Features Empower Salesforce Teams

Gearset, a leading Salesforce DevOps platform, is introducing a new suite of features aimed at accelerating and improving reliable release management for Salesforce teams. Gearset’s Features Empower Salesforce Teams. These enhancements, including Archiving, expanded Compare and Deploy capabilities, and Flow Navigator, address critical user feedback and deliver tools for optimizing data and enhancing visibility throughout the DevOps lifecycle. According to Matt Dickens, CPO and co-founder of Gearset, effective DevOps strategies rely on accurate and consistent data to deploy applications at the pace of innovation. The latest features empower teams to manage and apply relevant data in real-time, supporting organizations in navigating continuous changes to drive business growth on Salesforce confidently. Gearset Archiving provides organizations with control over Salesforce data storage by consolidating backup, sandbox seeding, and monitoring solutions into a unified platform. By eliminating outdated data from Salesforce orgs, enterprises can reduce storage costs and prevent performance degradation. Key benefits of Archiving include: Dickens explains that Gearset Archiving allows teams to safely store obsolete or legacy data off-platform while maintaining accessibility for future use, without impacting org performance. Maintaining clean and consistent metadata across the organization is crucial for Gearset. Recognizing limitations in Salesforce deployment tools, Gearset’s enhanced Compare and Deploy capability now enables DevOps teams to quickly analyze and compare metadata, facilitating efficient issue identification and resolution during deployments. This update streamlines operations, ensuring faster delivery of business-critical functionality to maximize ROI. Gearset’s Flow Navigator tool introduces visual comparison capabilities for Salesforce deployments, addressing challenges with Flow versioning and enhancing transparency in deployment processes. By presenting flows in their native Salesforce format, Flow Navigator enables teams to better manage deployments and mitigate potential conflicts. Dickens emphasizes that Gearset remains committed to user-driven innovation, aiming to continuously address Salesforce challenges and deliver solutions that save time, reduce stress, and improve efficiency for all customers. In summary, Gearset’s latest release underscores its dedication to empowering Salesforce teams with robust tools tailored to enhance efficiency and reliability across the DevOps lifecycle. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 30, 2024in Data, Enterprise, Salesforce
Salesforce Instance Refresh Maintenance
26Jun

Salesforce Instance Refresh Maintenance

Preparing for Instance Refresh in Your Organization To support your organization’s ongoing growth, Salesforce occasionally performs an instance refresh, which involves upgrading the infrastructure in their data centers. After this maintenance, your instance will transition to a new data center, and its name will change. This process ensures we continue to deliver the high performance you’ve come to expect from Salesforce. Salesforce Instance Refresh Maintenance. Following these best practices will make this maintenance seamless. Below are answers to some frequently asked questions about instance refresh maintenance. Note: This document is for informational purposes only and does not constitute a legal or binding agreement. Salesforce may modify its policies and practices at its sole discretion. Frequently Asked Questions Salesforce Instance Refresh Maintenance Conclusion Staying informed and prepared for instance refreshes ensures a smooth transition and continued high performance of Salesforce. Follow best practices, adjust configurations as needed, and utilize the provided resources for a seamless experience. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 26, 2024in Hyperforce, Mulesoft
Salesforce Summer 24 Experience Cloud Release
12Jun

Salesforce Summer 24 Experience Cloud Release

Experience Cloud Customization is key, and Experience Cloud is here to help you deliver. Salesforce Summer 24 Experience Cloud Release. Integrate enhanced LWR sites with Data Cloud to gain deeper insights into site visitor interactions. Elevate your site with new styling features for forms and buttons, streamlined search options, and increased control over the layout and spacing of your LWR sites. Improve your visitor login experience with a new integration framework for headless login and guest user identity flows. Stay productive on the go with a collection of updates to the Mobile Publisher app. Salesforce Summer 24 Experience Cloud Release Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 12, 2024in Salesforce Experience Cloud
Gen AI Unleased With Vector Database
09Jun

Gen AI Unleased With Vector Database

Salesforce Unveils Data Cloud Vector Database with GenAI Integration Salesforce has officially launched its Data Cloud Vector Database, leveraging GenAI to rapidly process a company’s vast collection of PDFs, emails, transcripts, online reviews, and other unstructured data. Gen AI Unleased With Vector Database. Rahul Auradkar, Executive Vice President and General Manager of Salesforce Unified Data Services and Einstein Units, highlighted the efficiency gains in a one-on-one briefing with InformationWeek. Auradkar demonstrated the new capabilities through a live demo, showcasing the potential of the Data Cloud Vector Database. Enhanced Efficiency and Data Utilization The new Data Cloud integrates with the Einstein 1 platform, combining unstructured and structured data for rapid analysis by sales, marketing, and customer service teams. This integration significantly enhances the accuracy of Einstein Copilot, Salesforce’s enterprise conversational AI assistant. Gen AI Unleased With Vector Database Auradkar demonstrated how a customer service query could retrieve multiple relevant results within seconds. This process, which typically takes hours of manual effort, now leverages unstructured data, which makes up 90% of customer data, to deliver swift and accurate results. “This advancement allows our customers to harness the full potential of 90% of their enterprise data—unstructured data that has been underutilized or siloed—to drive use cases, AI, automation, and analytics experiences across both structured and unstructured data,” Auradkar explained. Comprehensive Data Management Using Salesforce’s Einstein 1 platform, Data Cloud enables users to ingest, store, unify, index, and perform semantic queries on unstructured data across all applications. This data encompasses diverse unstructured content from websites, social media platforms, and other sources, resulting in more accurate outcomes and insights. Auradkar emphasized, “This represents an order of magnitude improvement in productivity and customer satisfaction. For instance, a large shipping company with thousands of customer cases can now categorize and access necessary information far more efficiently.” Additional Announcements Salesforce also introduced several new AI and Data Cloud features: Auradkar noted that these innovations enhance Salesforce’s competitive edge by prioritizing flexibility and enabling customers to take control of their data. “We’ll continue on this journey,” Auradkar said. “Our future investments will focus on how this product evolves and scales. We’re building significant flexibility for our customers to use any model they choose, including any large language model.” For more insights and updates, visit Salesforce’s official announcements and stay tuned for further developments. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 9, 2024in Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Einstein
Salesforce Unlimited+ Edition Explained
30May

Salesforce Unlimited+ Edition Explained

Salesforce Unlimited Plus (UE+) is designed as an advanced offering that incorporates several specialized features tailored for different industries, making it particularly suitable for larger organizations and enterprises that require robust, integrated solutions for complex business processes and customer relationship management. Salesforce Unlimited+ Edition Explained. Target Audience UE+ is targeted toward large enterprises that need extensive CRM functionalities combined with AI and data analytics capabilities. This solution is ideal for organizations that: • Manage complex customer relationships across multiple channels. • Require deep integration of data and processes across departments. • Are looking to leverage advanced AI capabilities for predictive insights and automation. • Need industry-specific solutions that can be customized for unique business requirements. The integration of various Salesforce clouds (e.g., Sales Cloud, Service Cloud, Data Cloud) with enhanced features like AI and specific industry capabilities makes UE+ a comprehensive solution for organizations aiming to streamline their operations and gain a competitive edge through advanced technology adoption. Here are the five Salesforce editions for every purpose: ·Starter/Essentials: Ideal for small businesses, offering basic contact, lead, and opportunity management. ·Professional: Tailored for mid-sized companies with enhanced sales forecasting and automation capabilities. ·Enterprise: Geared towards larger organizations, providing advanced customization, reporting, and integration options. ·Unlimited: Offers comprehensive functionality, customizability, 24/7 support, and access to premium features like generative AI. ·Unlimited Plus: Most robust solution for businesses of all sizes, featuring additional functionalities and enhanced capabilities. Key Considerations: ·Business Size: Consider the number of users and overall business scale when choosing an edition. ·Features Needed: Identify the specific features crucial for your sales, service, or marketing processes. ·Scalability: Choose an edition that accommodates your projected growth and future needs. ·Budget: Evaluate the cost of each edition against its offered features and value proposition. Sales Cloud Unlimited Edition+ Features: Account and Contact Management: Complete visibility of customer profiles including activity history and communications. Opportunity Management: Tracking and details of every sales deal at each stage. Pipeline Inspection: A comprehensive tool that allows sales managers to monitor pipeline changes, offering AI-driven insights and recommendations to optimize sales strategies. Einstein AI Capabilities: Includes tools like Einstein Conversation Insights which transcribe and analyze sales calls, highlighting key parts for review and deeper analysis. Customizable Reports and Dashboards: Enhanced capabilities for building real-time reports and visualizations to track sales metrics and forecasts. Advanced Integration Features: Integration with external data and systems through various APIs including REST and SOAP. Automation and Customization: Extensive options for workflow automation and personalization of user interfaces and customer interactions using the Flow Builder and Lightning App Builder. Developer Tools: Access to tools like Developer Sandbox for safe testing and app development environments. Service Cloud Unlimited+ Features: Einstein Bots: AI-powered chatbots to handle customer inquiries automatically, available 24/7 across various communication channels. Enhanced Messaging: Integration with popular messaging platforms like WhatsApp, SMS, and Apple Messages to facilitate seamless customer interactions. Feedback Management: Tools to gather and analyze customer feedback directly within the CRM. Self-Service Capabilities: Including customizable help centers and service catalogs that allow customers to find information and resolve issues independently. Field Service Tools: Comprehensive management of field operations including work order and asset management. Real-Time Analytics: Advanced reporting features for creating in-depth analytics to monitor and improve customer service processes. Additional features include Data Cloud, Generative AI, Service Cloud Voice, Digital Engagement, Feedback Management, Self-Service, and Slack. Salesforce Unlimited+ for Industries UE+ for Industries: UE+ for Industries includes Unlimited+ for Sales and Service together with industry-specific data models and capabilities to help customers drive faster time to value within their sectors: •Financial Services Cloud UE+ for Sales and Financial Services Cloud UE+ for Service helps banks, asset management, and insurance agencies connect all of their customer data on one platform and embed AI to deliver personalized financial engagement, at scale. •An insurance carrier can use Financial Services Cloud UE+ to connect engagement data like emails, webinars, and educational content with third-party conference attendance, social media follows, and business performance data to understand what is motivating agents, helping drive more personalized relationships and grow revenue with Data Cloud and Einstein AI. •Health Cloud UE+ for Service helps healthcare, pharmaceutical, and other medical organizations improve response times at their contact centers and offer digital healthcare services with built-in intelligence, real-time collaboration, and a 360-degree view of every patient, provider, and partner. •A hospital can use the bundle to quickly create a personalized, AI-powered support center to triage and speed up time to care with self-service tools like scheduling and connecting patients and members with care teams on their preferred channels. •Manufacturing Cloud UE+ for Sales brings together tools for manufacturing organizations to build their data foundation, embed AI capabilities across the sales cycle, and maximize productivity, empowering them to scale their commercial operations and grow revenues. •A manufacturer can now look across the entire book of business to see how companies are performing against negotiated sales agreements and then use AI-generated summaries to determine where to prioritize their time and resources. By Tectonic’s AArchitecture Team Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 30, 2024in Generative AI, Salesforce
Salesforce CMS Summer 24 Release Notes
14May

Summer 24 Salesforce Release is Coming

The Summer 24 Salesforce release is coming, so here’s some information to help you get ready. Important Information for Summer ’24 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 Summer ’24 features, see Summer ’24 Preview Release Notes and Release Notes Changelog. Tectonic Summer 24 Release is Coming Resources See how the Summer ’24 release helps teams work smarter with new product innovations built on CRM + AI + Data + Trust. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 14, 2024in Hyperforce, Mulesoft, Salesforce
Security Identity and Privacy Summer 24 Release Notes
02May

Internal Design System Architecture Updates Go Live in Summer 24

If you’re an admin of an org with an Experience Cloud site, Lightning pages, or both. Starting in Summer ’24, we’re modifying the design system architecture to support future product innovations. Internal Design System Architecture Updates Go Live in Summer 24. The changes Salesforce are making aren’t visible to most customers. If you customize the visual design of your pages or sites by using supported techniques, they expect these changes to have little to no impact on your customizations. However, if your org customizes Lightning pages or Experience Cloud sites by targeting Salesforce components and CSS styles that change with the architecture updates, some visual regressions are possible. These visual regressions can range from a UI component displaying a slightly different color to layout changes in your UI. For more details, review the SLDS Architecture Updates FAQs below. During the Summer ’24 Release Sandbox Preview on May 10, 2024, work with your site development team or Tectonic to review the user interface. If you notice visual regressions, refer to the SLDS Architecture Updates FAQs to learn how to update the customized CSS and resolve the regressions. Why take this action? If you customized Lightning pages or Experience Cloud sites by using unsupported techniques, visual regressions are possible. Internal Design System Architecture Updates Go Live in Summer 24 Starting with the Summer ‘24 Release, Salesforce is modifying the internal implementations of our Lightning components, Salesforce Lightning Design System (SLDS) styles, and custom properties to support future UI changes (safe harbor). These internal changes don’t cause visible UI changes for most customers. However, if you’ve used unsupported CSS overrides to customize an Experience Cloud site or Lightning pages, those customizations may lead to undesirable visual changes as we continue to update our architecture. Internal Design System Architecture Updates Go Live in Summer 24 Frequently Asked Questions: What is the Salesforce Lightning Design System? Why is Salesforce changing SLDS? How can the changes affect my Salesforce pages and sites? Where is it documented that overriding CSS to customize Salesforce components is not supported? What are the supported techniques for customizing the styling in my Lightning components? What are the unsupported techniques that might cause visual regressions? What visual regressions should I look for? What should I do if my site or page has visual regressions? Who can make the changes? What resources do you have to help resolve the CSS overrides? What if styling hooks are not available for the desired customization? Where can I get help for updating my customizations? Can I disable the SLDS architecture updates? What are the benefits of updating customizations? What is the impact if I don’t update the customizations? How can I prepare Experience Cloud sites for the SLDS architecture updates? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 2, 2024in Salesforce, Salesforce Experience Cloud

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