Part I: Where to Start | Understanding the Business | Identifying Processes Starting a new position as a Salesforce Administrator or Consultant can be overwhelming, especially if you are relatively new to the Salesforce ecosystem. This is only exacerbated if you are...
THE BLOG
Defining your company’s internal processes prior to your Salesforce implementation
This article will help guide your organization to be able to adequately review your business process document how your current system works, how it should work, how it could be improved, and understand the importance, so implementing a new software tool is as...
Key Concepts for Salesforce Platform Scalability
Salesforce ScalabilitySystem scalability is crucial in every framework, but especially in Salesforce because of the multi-tenant environment. Scalability in a Salesforce org is affected by many factors, but most of those factors can be controlled by proper design...
Salesforce MFA – What is it and why is it required?
As you might already know, on February 1st, 2022, the Salesforce MFA requirement went into effect. At this point in the timeline, Salesforce users are contractually required to start using MFA, or multi-factor authentication, to sign into their orgs. Orgs that have...
How to Create Lead Queues in Salesforce for Lead Distribution
Queues help your teams manage leads, cases, service contracts, and custom objects. Records can be placed in a queue manually or through an automatic case or lead assignment rule, and the records will remain there until they're assigned to a user or taken by one of the...
Creating your first record-triggered flow with no experience
Creating Salesforce Flows Hello and welcome. The objective of this article is to provide those new to Salesforce Flows with instruction on how to build a record-triggered flow that automatically updates a record (the Account) once a related record (the Opportunity)...
How to Integrate One Salesforce Org into Another
Hey folks! In this blog post, I will cover how we can integrate two salesforce orgs. Nowadays we have many requirements where we integrate 3rd party Apps with the Salesforce Platform. Being a Salesforce developer I have also completed many integration projects. (For...
How to Enable API Access in Salesforce
In this video, we'll show you how to access the Salesforce API for certain user profiles. The API Enabled setting in Salesforce allows that user or users to access data from external applications - an example of this is Outlook for Salesforce. The API Enabled setting...
How to Use Salesforce Composite Rest API
Hey folks, In this blog, I will cover what is the Salesforce Composite Rest API, How we can use the Composite Rest API, and what the benefits are of Composite Rest API. What is Rest API? A Rest API stands for RESTful API. Rest API is a web interface. It allows us to...
How to Use Pardot and Einstein Send-time Optimization
1. Enable Einstein Send Time Optimization first by navigating to the setup cog on the top right of your screen, then click on the marketing set up from the drop-down. From the Quick Find box, search for Einstein, then select “Einstein Send Time Optimization” and then...