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4 weeks ago | 
salesforceben.com | Ben McCarthy |Caitlin Graaf |Key Takeaways |Andreea Doroftei
While the demand for Salesforce professionals in 2024 dropped by 37% according to the 10k Salesforce Talent Ecosystem Report, Salesforce Architects still find themselves at an advantage due to their expertise and Salesforce customers being willing to engage them either as consultants or even full-time employees.
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Jan 22, 2025 | 
salesforceben.com | Christine Marshall |Viktoriya Mishchuk |Andreea Doroftei
If you’ve noticed that your Salesforce Lightning pages are loading slowly, you’re not alone. Sluggish page performance can be a common frustration, particularly with complex or highly customized record pages. Fortunately, there are several strategies you can employ to optimize page load times and ensure that your Salesforce experience is as fast and responsive as possible. Here are some key tips to help you improve Lightning page load times.
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Jan 20, 2025 | 
salesforceben.com | Viktoriya Mishchuk |Andreea Doroftei |Admins Why |Jake Lee
The Salesforce ecosystem is vast, dynamic, and brimming with opportunities. For junior Salesforce admins stepping into this world, the journey is often a mix of excitement and uncertainty. On one hand, they have access to one of the most robust platforms in the tech industry, offering countless ways to grow and innovate. On the other hand, the complexity of Salesforce, combined with the need to adapt to new environments quickly, can feel overwhelming.
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Jan 13, 2025 | 
salesforceben.com | Jake Lee |Viktoriya Mishchuk |Mariel Domingo |Andreea Doroftei
Implementing Salesforce is usually a smooth process – until it comes to managing line items. But why does line-item management seem like a time-consuming and complex challenge? In this post, we’ll explore the reasons why line-item management often becomes a sticking point during Salesforce implementation, and share actionable strategies to simplify the process and make your implementation a success.
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Dec 6, 2024 | 
salesforceben.com | Ryan Miller |Christine Marshall |Andreea Doroftei
Managing reports across different folders in Salesforce can become a tedious task, especially if you need to consolidate them for better organization. This guide will walk you through how to move multiple reports from various folders to a single destination folder using SFDX (Salesforce CLI) and metadata API. First, you need to identify the reports you wish to move.
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Dec 4, 2024 | 
salesforceben.com | Ryan Miller |Christine Marshall |Andreea Doroftei |Mariel Domingo
Getting your deal team to use Salesforce consistently can feel like pushing a boulder uphill. Even when everything is set up perfectly, it still doesn’t work quite how they want it to and requires too much manual data entry. This challenge is particularly painful for private capital (e.g. venture capital and private equity firms) because strategic deal sourcing and relationship management are core to their success.
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Nov 13, 2024 | 
salesforceben.com | Mariel Domingo |Christine Marshall |Andreea Doroftei
If you’re in Salesforce every day, you definitely know the value of quick and easy access to key records and pages. After all, any small thing that can reduce clicks is always a big win. Cue Salesforce Quick Links! With quick links, you can streamline your workflow, save time, and keep everything you need right at your fingertips. This guide will cover what quick links are, why they’re helpful, and how to set them up – complete with a simple example to help bring it all to life.
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Nov 13, 2024 | 
salesforceben.com | Christine Marshall |Mariel Domingo |Andreea Doroftei
For anyone working regularly in Salesforce, quick access to essential information is key to maximizing efficiency. Salesforce offers a feature that brings the most critical data right to the top of your screen: the Highlights Panel. This panel provides a summary of the most important details on the records you’re viewing, allowing you to quickly find key information without scrolling or searching.
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Nov 11, 2024 | 
salesforceben.com | Mariel Domingo |Andreea Doroftei |Christine Marshall |Joseph Gaska
Have you ever been stumped by a long list of options that don’t all apply? Imagine you’re an end user, wading through choices that just don’t fit; frustrating, right? It would be great to save your users’ time and frustration by taking advantage of one of Salesforce’s basic (but sometimes overlooked) features: Field Dependencies.
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Oct 21, 2024 | 
salesforceben.com | Mariel Domingo |Andreea Doroftei |Richa Pokhriyal |Olesia Melnichenko
For anyone working daily in Salesforce, having everything you need right at your fingertips is extremely useful. Quick access to critical information on the records you’re viewing is not only convenient but can also speed up your work and boost productivity. Imagine no longer having to spend excessive time searching through records or scrolling endlessly for key data points! This is where the Highlights Panel shines.
