The Weekend Picklist ? The Definitive Guide to Einstein GPT, Supercharge Your Salesforce Career, Twitter to Revoke API Access, and More!

Every weekend, we’ll be delivering our top headlines – highlights from the previous week for you to enjoy with a cup of coffee!

1. The Definitive Guide to Einstein GPT

Announced at TrailblazerDX 2023, Salesforce is launching Einstein GPT to deliver auto-generated AI content, right within the Salesforce platform.?This is the world’s most powerful and intelligent generative CRM – making every employee more productive and every customer experience better.

It combines public and private AI models with CRM data, allowing users to ask natural-language prompts directly within Salesforce. The result is AI-generated content that is continuously adapted to changing customer information and needs.

Features include:

• Slack GPT: Enhances team communication by integrating AI into Slack.
• Tableau GPT: Incorporates generative AI into Tableau for better data visualization.
• Apex GPT: Offers developers AI-driven Apex or LWC code generation from natural-language prompts.
• Flow GPT: Autogenerates workflows based on text descriptions.

The pricing for these tools is set at $50/user/month. However, Salesforce's Unlimited Edition licenses will include these features. Users need to be cautious about exceeding their Einstein GPT credit limits as additional charges will apply.?

To help you get started, Salesforce will be introducing 35 AI-focused Trailhead badges, ensuring users can maximize the benefits of these innovations.?[Read More]

2. Five Ways to Supercharge Your Salesforce Career?

In today's rapidly evolving tech landscape, Salesforce professionals face constant shifts in their priorities.?However, adapting to these changes and futureproofing your skills can lead to career advancement. Here are five strategies to help you thrive:

• Be Aware of Artificial Intelligence Opportunities: Since ChatGPT's launch, generative AI has gained prominence. Dive deep into AI’s potential through Salesforce’s Trailhead modules, and stay informed with latest insights.
• Do More With Less (Focus on Value): Engage in projects that boost productivity, increase revenue, or cut costs. Utilize Salesforce's platform versatility to create solutions tailored to specific business needs.
• Lock In Your Specializations: Mastering niche Salesforce skills in areas like Salesforce CPQ, Marketing Cloud, or DevOps can significantly boost your career prospects.
• Get Familiar With ISVs: Familiarize yourself with apps on the AppExchange, as a vast majority of Salesforce customers utilize them.?
• Don’t Forget the Fundamentals (AI + Data + CRM): With the rise of AI's, data accuracy is more important than ever. Clean, organized data is vital for accurate AI predictions and responses.

[Read More]

3. Twitter/X to Revoke API Access - How Could Your Salesforce Org Be Impacted?

Twitter, now rebranded as X, has been a hot topic in the news – from updating how content appears on screen to limiting free API access.?The company made a big change this week to remove access to many public APIs, which can potentially change how many Salesforce services function.

Sales Cloud users will lose the connection to Twitter for viewing social media profiles, which will affect how users view these records. While third-party AppExchange apps might provide solutions, Marketing Cloud Account Engagement will disable its Social Posting feature to Twitter, forcing users to resort to manual postings and custom redirects for engagement tracking.?

Experience Cloud will discontinue its Social Sign On via Twitter. However, Salesforce recommends creating a new API client with Twitter as a workaround. These changes also hint at functional disruptions in around 30 AppExchange apps and the altering of over 350 source code repositories.

We know Salesforce professionals were not expecting this. Luckily, Salesforce have sprung into action with some useful suggestions, while some services, sadly, cannot be resolved.?[Read More]

4. 18 Skills of a Successful Salesforce (Consultant Skills Kit)

The Salesforce landscape has been evolving rapidly, and with it, the demand for experienced Salesforce Consultants has skyrocketed.?However, bridging the gap between demand and the right skill set remains a challenge. Recognizing this, we developed the Salesforce Consultant Skills Kit – a comprehensive guide to the 18 key skills that an outstanding consultant should have.

First and foremost, a good sense of?empathy?is essential, because you need to understand and resonate with the client's needs. Paired with this is?effective communication, which entails simplifying complex technical jargon for diverse and less experienced audiences. Managing multiple stakeholders and ensuring their expectations align with the project's progress is an art, and?stakeholder management?is the paintbrush!

As projects evolve, so do their requirements. Skills like?accurate scoping?and?requirements gathering?are key to ensure the project's integrity. Also, a consultant is often faced with challenges that require?problem-solving?skills.

In today's diverse business ecosystem,?industry knowledge?is essential for crafting tailored Salesforce solutions. Mastery over the Salesforce platform –?Salesforce technical expertise?– is a given. The platform is vast, and designing comprehensive solutions demands a talent for?solution design. Lastly, in a world driven by data,?data management?skills ensure that client data is effectively and securely handled within Salesforce.?[Read More]

5. 20 Salesforce UI Features to Implement in Every Org

?Customizing your Salesforce UI (user interface) can have a?huge?impact?– plus, it’s quick, free, and easy enough that even the freshest of admins can do it!?

The?Salesforce App Customization?is a key step, enabling the application to cater to specific user groups by showcasing relevant tabs. Coupled with?Lightning Pages Customization, organizations can craft a dynamic homepage, ensuring that diverse teams like Marketing and Sales can access the specific tools and reports they need.

Diving into the aesthetics,?Themes and Branding?elevate a brand's identity within Salesforce. Through logo incorporation, default images, and brand-specific color palettes, companies can make the platform resonate more with their identity. Also, the?MyDomain Logo and RightFrame URL?allow organizations to create a distinct starting point for users by personalizing the Salesforce login page. This feature not only enhances brand recognition, but also adds uniqueness to every user login.

When it comes to enhancing the interactive experience, Salesforce offers two options:?Comfy and Compact views. While the first one provides a spacious, user-friendly layout, the Compact view is all about efficiency, minimizing the need for excessive scrolling. This is complemented by?Compact Layouts, which are geared towards a swift overview of key fields, optimizing navigation both in the Salesforce mobile app and Lightning Experience.?[Read More]

6. Complete Guide to Salesforce Documentation (In an AI World)

The Salesforce platform is very powerful; with every new release, your org becomes more powerful, but also more complex.?With everything else you need to do, documenting your changes is probably low on your priority list – but it shouldn’t be.?

Taking time for documentation will actually accelerate future changes because it will reduce the time taken to complete the change impact analysis. Also, there is now another more important reason for org documentation. And that reason is AI…

AI needs great documentation for two reasons:

1. Data is fuel for AI:?Precise data is paramount. Without clear documentation, fields like Tshirt_size__c,?Size_of_tshirt__c, Clothing-shirtsize__c?can easily be misinterpreted.
2. Metadata is fuel for AI:?AI is reading org documentation so it can make you 100x more effective at maintaining your org. It can write documentation, create user stories, and even recommend solutions. The better the org documentation, the better the results that AI can deliver.

Yet, despite its benefits, documentation faces opposition, as it is often seen as mundane or time-consuming. For those seeking comprehensive solutions, Change Intelligence platforms offer extensive documentation capabilities.?[Read More]