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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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Sep 16, 2024 | 
salesforceben.com | Stacy O’Leary |Mariel Domingo |Joseph Gaska
Hopefully, as all admins have noticed, Salesforce has made Multi-Factor Authentication a requirement for all Salesforce orgs. And while all orgs are now required to have MFA enabled, there are still a few things that you can do as an admin to help make life easier for your users, even with this extra login step. In addition to looking at MFA, we’re also going to cover a few other login settings that can really help your users get logged in and stay logged in while completing their daily tasks.
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Sep 16, 2024 | 
salesforceben.com | Mariel Domingo |Joseph Gaska |Mike Melone
Keeping financial transactions and records is essential for success in the business world. Whether you’re running a start-up or a large organization, all businesses must keep detailed ledgers to perform financial transactions correctly and legally. In this aspect, a general ledger is a basic structure for financial records and reports. General ledgers tracks important information and accounts regarding various transactions.
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Sep 13, 2024 | 
salesforceben.com | Mariel Domingo |Joseph Gaska |Mike Melone |Mehmet Orun
Salesforce is one of (if not the most) powerful platforms to manage customer data and relationships for businesses. One of the most telling signs that a business is successful is growth. But as businesses grow, so does the complexity of their org. And while Uncle Ben (Parker, not McCarthy) may have told Peter Parker, “with great power comes great responsibility”, I’ll add my own spin: with great growth comes great responsibility.
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Sep 11, 2024 | 
salesforceben.com | Joseph Gaska |Mike Melone |Mehmet Orun |Chris Mascaro
Salesforce Admins often feel that their responsibilities keep evolving and extending beyond just managing the application. Your primary focus has always included ensuring the integrity and security of your SFDC data but now you’re becoming an integral part of ensuring your organization can actually use and consume its data. Data-driven decision-making is no longer just a buzzword, it’s becoming a reality rapidly.
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Mar 27, 2024 | 
salesforceben.com | Mike Melone |Andreea Doroftei |Joseph Gaska
While it’s easy to be cynical about made-up holidays like “Bunsen Burner Day”, “International Dog Biscuit Appreciation Day”, or “Lost Sock Memorial Day”, everyone is passionate about something – so why judge? For us at Own (formerly OwnBackup), it’s protecting SaaS data. That’s why in the world of made-up holidays, special events, and observances, World Backup Day tops our list.
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Mar 27, 2024 | 
salesforceben.com | Andreea Doroftei |Mike Melone |Joseph Gaska
There are times when Salesforce Admins would like power users, team managers, or even external users to take part in administrative duties for one particular team or a certain subset of users within the organization. Assigning full administrative permissions to these users is by no means the best practice or the best idea – that’s where the Delegated Administration functionality comes into play.
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Mar 25, 2024 | 
salesforceben.com | Joseph Gaska |Andreea Doroftei |Christine Marshall |Alekhya Mandadi
The Salesforce platform is a business-critical system. This puts Salesforce Admins in the unique position of being both the gatekeeper and the enabler of your organization’s customer data strategy. With the digital universe evolving and the amount of data growing exponentially, it’s crucial to understand the changing landscape of data management – especially when it comes to data lakes and the creation of a ‘single-pane’ view of your customers.
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Mar 25, 2024 | 
salesforceben.com | Andreea Doroftei |Joseph Gaska |Christine Marshall |Alekhya Mandadi
Knowing which setup changes were made when, especially in your Production organization, can prevent hours spent trying to piece together the story of what happened. This feature comes in handy, especially for companies with more than one Salesforce admin. In this post, we’ll go through what Setup Audit Trail entails, what changes can be tracked, and why it is an out-of-the-box functionality you should definitely make use of.
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Feb 28, 2024 | 
salesforceben.com | Joseph Gaska |Sasha Semjonova
In today’s digital era, artificial intelligence (AI) and machine learning (ML) are redefining business landscapes. The power of data ownership within Salesforce is not just an advantage, it’s a necessity. For Salesforce Admins, establishing firm data ownership forms the bedrock for advanced business intelligence, enriched Customer 360 insights, and heightened operational efficacy.
