In the dynamic world of Salesforce, Einstein AI is transforming the way professionals leverage artificial intelligence to enhance their workflows. Let’s explore 10 Einstein AI use cases that can elevate the capabilities of Salesforce professionals. 1. Bring Your Own LLM in Model Builder: Einstein AI empowers you to customize your AI models through the Model Builder. This tool allows you to bring your own Language Model (LLM) tailored to your business… Read More
Process Automation
Why Your Company Might Need Salesforce DevOps Tools
The Salesforce deployment process can be quite tedious for admins, developers and consultants. Following DevOps best practices to deploy your Salesforce applications will help you counter these challenges as DevOps is a collaborative way of working with all members of a team. It is also one way you can swiftly implement change across your company.
Using Screen Flows to Automate Functions
Salesforce Flow has improved both the capability and functionality that a non-developer can now deliver on the Salesforce platform. Tasks that previously required experienced and expensive developers can now be done by Salesforce admins with clicks-not-code.
Workflow Rules vs Process Builder – When to Use What
Before diving into the differences between Workflow Rules and Process Builders, I do want to call out that in some Trailheads from Salesforce, there have been callouts to moving away from Workflow rules entirely. Be that as it may, Workflows are still up and running and in some cases can be simple, faster, and easier to apply than a Process Builder. However, please do keep this in mind if you… Read More
Winter 16 Enhancements for Process Builder
Process Builder was one of the most awaited features released by Salesforce as an upgrade to the possibilties of the Workflow functionality and as part of its effort to strengthen what can be done declaratively. In Winter 16 Salesforce continues to add further enhancements to the Process Builder. Schedule Multiple Actions Prior to the Winter ’16 release, it was only possible to define 1 scheduled action per criteria node or… Read More
Focus on Automation: Visual Workflow Loops
Loops in Visual Workflow Visual Workflow enables many possibilities to automate processes and reduce or eliminate the need for Apex code. One of the key features of Visual Workflow is the ability to process multiple records using a loop construct, unlike standard workflow, where actions such as a field update operate on only one record. Although Process Builder can operate on multiple records to update related records; once the logic… Read More