Deactivated Users & Record Ownership: When a Salesforce user is deactivated, the records they own may not be automatically transferred to a new active owner. Pardot syncs prospect records based on the Salesforce owner. If the owner is inactive, it can prevent prospects from syncing correctly or being included in dynamic lists in Pardot.
Salesforce Winter ’25 Release: 6 Key Enhancements to Experience Cloud The Salesforce Winter ’25 Release brings a fresh suite of updates to Experience Cloud, focusing on design customization, SEO optimization, and streamlined navigation for enhanced user engagement. We’ve summarized six major updates and additional enhancements that make this release a significant step forward for Experience
Additionally, Arc’s collaboration with Perplexity elevates browsing by transforming search experiences. Perplexity functions as a personal AI research assistant, fetching and summarizing information along with sources, visuals, and follow-up questions. Premium users even have access to advanced large language models like GPT-4 and Claude. Together, Arc and Perplexity revolutionize how users navigate the web. Like
Have you ever wondered how AI agents understand tabular data, such as that in CSV or Excel files? Or how a file loaded into a platform like ChatGPT can be instantly understood and processed? This insight explores the creation of a custom AI agent capable of achieving these tasks from scratch. Context Jen, an AI
Deploying Salesforce Flow tests is not just about hitting “go” and hoping for the best. It requires more than simply moving automations from a Sandbox environment to production. Successful deployment demands thoughtful planning and attention to detail. In this post, we’ll dive deeper into deploying Flow tests effectively, covering key factors like independent testing and
One effective way to accomplish this is by using the Document Matrix element in Discovery Framework–based OmniScripts. This approach allows you to streamline the assessment process and ensure that the advisor uploads the correct documents.
Large language models (LLMs) are powerful tools for processing text data from various sources. Common tasks include editing, summarizing, translating, and extracting text. However, one of the key challenges in utilizing LLMs effectively is ensuring that your data is AI-ready. This insight will explain what it means to have AI-Ready Text Data and present a
Subject: Inquiry About Viewing All Hard and Soft Credits for Household Accounts What’s the best way to view a complete list of all hard and soft credits associated with a household account? I understand that the NPSP customizable rollups allow us to aggregate soft credit totals based on the Opportunity Contact Roles for each contact
OpenAI has established itself as a leading force in the generative AI space, with its ChatGPT being one of the most widely recognized AI tools. Powered by the GPT series of large language models (LLMs), as of September 2024, ChatGPT primarily uses GPT-4o and GPT-3.5. This insight provides an Open AI Update. In August and
OpenAI has firmly established itself as a leader in the generative AI space, with its ChatGPT being one of the most well-known applications of AI today. Powered by the GPT family of large language models (LLMs), ChatGPT’s primary models, as of September 2024, are GPT-4o and GPT-3.5. In August and September 2024, rumors surfaced about
Hello, Im trying to connect a filtered case list (https://company.lightning.force.com/lightning/o/Case/list?filterName=blahblah) containing customer reviews in the case description into a Power BI table and connect it to my AI Hub custom prompt bot that categorises text. Ideally, when new cases get added to that filtered list – the Power BI table automatically refreshes with the case
As AI-driven chatbots enter college courses, the potential to offer students 24/7 support is game-changing. However, there’s a critical caveat: when we customize chatbots by uploading documents, we don’t just add knowledge — we introduce biases. The documents we choose influence chatbot responses, subtly shaping how students interact with course material and, ultimately, how they
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,
Citizens and residents today are more connected than ever and expect to interact with government just as they do with other industries—through a variety of modern channels with swift response times. License and Permitting Management for Businesses is an innovative solution. Public Sector Solutions for License and Permit Management for businesses empowers government entities to
Developer Enhancements Salesforce Flow Enhancements Flow Orchestrator Enhancements How to Access and Use Key Salesforce Features View the Automation Lightning App: Manage Steps in an Orchestration Stage: Customize the Flow Orchestration Work Guide Component: Customize SMS One-Time Password Delivery for Experience Cloud Sites: Control Authenticated Callouts Permissions: Improve Data Transmission Speed and Security with TLS
