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Oct 28, 2024 | 
salesforceben.com | Tara Walton |Anastasia Posivets |Chris Mascaro |Stacy O’Leary
It’s an old saying that most people have heard in one form or another: “you should learn to walk before you try to run”. The phrase brings to mind toddlers trying to run too quickly and falling. Taking the time to understand and be comfortable with the mechanics of walking before running headlong into an unknown outcome could be more than just a cautionary tale of avoiding the fall.
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Oct 14, 2024 | 
salesforceben.com | Chris Mascaro |Stacy O’Leary |Lee Van Cromvoirt |Anastasia Posivets
When a company wants to centralize knowledge management, enhance customer support, improve accessibility, and seamlessly integrate knowledge with existing processes, they may decide to migrate their knowledge articles to Salesforce. The benefits of this migration are definitely worth it, but businesses may face some challenges and limitations. Overcoming them may require additional work, such as writing a Python script.
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Oct 11, 2024 | 
salesforceben.com | Richa Pokhriyal |Olesia Melnichenko |Stacy O’Leary |Ravi Teja
The Salesforce CRM is the key enabler in managing business-critical and customer data, marketing, sales, and customer service processes. However, certain challenges plague data management in the CRM such as poor data quality, complex and error-prone data entry processes, and issues in data synchronization with other systems – especially the legacy one. Additionally, the native Salesforce tools have limited capabilities to handle complex queries and extensive datasets.
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Oct 7, 2024 | 
salesforceben.com | Ravi Teja |Stacy O’Leary |Andreea Doroftei |Jari Salomaa
Salesforce is continually improving its platform to provide a smoother user experience. One such component that has seen significant enhancements is the lightning-record-picker. The lightning-record-picker component enables anyone using an app on the Salesforce Platform to quickly and easily find and select Salesforce records.
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Sep 20, 2024 | 
salesforceben.com | Christine Marshall |Ben McCarthy |Stacy O’Leary
Dreamforce ‘24 may be over, but yesterday was every Salesforce Admin’s favorite day – Admin Keynote day! Don’t fear if you couldn’t attend; you can catch up on Salesforce+. In this post, I’ll dive into the announcements and features you need to know about from the Admin Keynote at Dreamforce ‘24. Let’s get started!This year’s session was celebrating ten years of #AwesomeAdmins! Over this time, the role of the Salesforce Admin has changed a lot, and admins have had to keep up.
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Sep 19, 2024 | 
salesforceben.com | Ben McCarthy |Stacy O’Leary |Mariel Domingo
The IBM “State of Salesforce” report is back for 2024/25 and is a perfect addition to all the news coming out of San Francisco this week from Dreamforce. This IBM report is the largest of its kind and gives us a fantastic look into not only the top trends Salesforce customers are seeing but also the impact they’re having on the most successful implementations.
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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 4, 2024 | 
salesforceben.com | Mehmet Orun |Chris Mascaro |Mariel Domingo |Stacy O’Leary
Despite extensive resources on Salesforce duplicate management, Customer 360, and Data Cloud, organizations repeatedly encounter familiar challenges. They initiate duplicate management without fully understanding their data, leading to errors. They believe that consolidating information into a single record is the solution, which often results in lost context and higher operational costs.
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Sep 2, 2024 | 
salesforceben.com | Chris Mascaro |Mariel Domingo |Stacy O’Leary |Lauren Metcalf
Document creation is core to processes across all lines of business. While things like contracts and agreements usually come to mind first for most folks – because those documents represent the big wins of work getting done – document creation happens in every department in your organization. It’s integral to more business processes and areas of an organization than many people realize, including marketing, customer success, human resources, legal, and the back office.
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Aug 28, 2024 | 
salesforceben.com | Stacy O’Leary |Lauren Metcalf |Mariel Domingo |Andreea Doroftei
List Views in Salesforce are one of the most basic (and most easily broken) features in Salesforce. List Views allow users to quickly see the records they need to see for a given object and make their updates quickly. They can allow for inline editing and user-based intelligent filters, like “My Records”, which means that Admins can create just one List View that is accurate for multiple different users.
