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In today’s fast-paced business environment, leveraging technology to gain a competitive edge is more crucial than ever. As a Salesforce Architect, I’ve witnessed the transformative power of Salesforce solutions firsthand. One of the most groundbreaking advancements in this space is Einstein Copilot, an AI-powered assistant that revolutionizes how businesses interact with their Salesforce data. What...

What is In-App Guidance in Salesforce? Salesforce is a powerful platform used by organizations worldwide to manage customer relationships, track sales, and automate business processes. However, with its vast array of features, Salesforce can be challenging for new users to navigate. That’s where Salesforce in-app guidance comes in. Salesforce in-app guidance is a tool that...

As a Salesforce user, you understand the importance of keeping your records accurate and up-to-date. However, editing records can be tedious, time-consuming, and often requires navigating multiple pages. This slows down your work and can lead to frustration and limited access to your data. What if we told you that there’s a solution to these...

Why use Territories?   If you have a global organisation then you probably work with territories/regions. These may represent standard territory names such as EMEA, APAC, Europe, N.A or they may represent internal classification. I.e one of my client uses his subsidiaries as territories. You might think “why do we need territories? We can use...

Salesforce Service Cloud comes with a great tool called Entitlements which, among other things, helps you measure your team responsiveness under the different case statuses. Personally, I find the tool to be an overkill for most of my client needs which eventually comes to: Tracking the total time since a case was opened until it...

I often get asked how to connect a distributor to a deal so the deal will show both the distributor and the end customer. Since Salesforce doesn’t come with a predefined solution I thought I’d share my solution here.   Accounts are not there just to Represent Customers If they would, the object would have...

If you’ve tried to use the standard contact roles module in Salesforce under the opportunity, you may have found it’s quite limited and sadly cannot be customized (apart from changing the values under Role). For that reason, I’ve created my own version of Contact Role which I use whenever my clients wish to use this...