The Weekend Picklist ? Fascinating Salesforce Product Insights & More
15 Salesforce Product Insights from True to The Core '23
True to the Core is a very popular session at Salesforce events; it’s a bit like an “ask me anything” with Salesforce executives and product managers. At Dreamforce ‘23, the session covered many topics, including dynamic forms, reports and dashboards, and Salesforce Setup.
The spotlight was on Dynamic Forms, a much-anticipated feature – its debut was met with praise. In true community spirit, there have been suggestions for improvement. Users hope for improved layout options and tweaks in modal window effects.
Reinforcing the commitment to quality, Salesforce announced plans to strengthen its engineering capabilities. Kat Holmes, Chief Design Officer, highlighted ongoing efforts to enhance user interface adaptability while addressing current limitations.
Similarly, Salesforce Architect Andrew Russo emphasized the need for a unified style guide, bridging the gap between backend APIs and the Setup interface. The discussion also underscored the importance of refining list views and simplifying modifications to global picklists. [Read More ]
A Flow for Every Admin
Salesforce flows have become a go-to for many admins, offering a powerful means of automation. They allow admins to create custom automation actions based on user activities, such as clicking a button or making changes to a field.
There are two main types of flows:
Understanding and mastering flows can significantly enhance an admin's game by simplifying tasks, and improving data accuracy and user experiences. As you delve deeper into the world of Salesforce flows, you should tailor them to your organization's unique needs. [Read More ]
Salesforce to Acquire Airkit: Code-Free AI Agents
Salesforce recently revealed plans to acquire Airkit.ai , a pioneer in code-free AI chatbots tailored for commerce-related inquiries. This acquisition aligns with Salesforce's ongoing commitment to AI advancements on the platform.
Airkit.io stands out with its AI Agent, designed to address commerce-specific questions such as product queries and order updates. Empowered by OpenAI's GPT-4, this platform can autonomously resolve over 90% of consumer queries instantly.
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Notably, the duo behind Airkit.ai , Adam Evans and Stephen Ehikian, previously sold their venture, "RelateIQ", to Salesforce for a whopping $390 million in 2014. Salesforce has launched itself into the chatbot field with its Live Agent feature and Einstein Bots, which were introduced in 2018. However, with the AI evolution (arguably led by OpenAI), there's an evident need for more advanced solutions.
Given the escalating AI competition across industries, the acquisition of specialist platforms like Airkit.ai seems both strategic and timely. [Read More ]
Slack Admin Certification Guide & Tips
Embarking on the Slack Admin certification? Here's a quick guide to help you pave your path. Typically, the ideal candidate boasts 6-12 months of hands-on Slack administration experience, and is adept at navigating Slack's paid plans as well as the Admin console. This means being familiar with the platform, as well as having deep knowledge about user provisioning, channels, app approvals, and more.
The exam has several key areas, from the basics (dubbed "Fundamentals") to workspace and channel management, user lifecycle, app administration, and security. It’s worth noting that you can expect a heavy focus on channel and user group administration, which constitutes 28% of the test. Security, vital in today's digital age, forms another crucial chunk at 15%.
Slack does offer a $300 prep course which might be handy for some. If you're more hands-on, a free Slack trial could be beneficial. Whichever method you pick, remember it's all about understanding, not rote learning. [Read More ]
Ultimate Guide to Designing Salesforce Lightning Pages
Salesforce Lightning offers the potential to create tailored, user-centric interfaces. Yet, many only use it as a glorified layout tool. Instead of cramming every field and list onto one page, why not harness Lightning’s adaptability?
For instance, when managing employee records and job candidates, one could use a single "Staff__c" object and let Lightning display data based on specific conditions. The challenge isn't technical; instead, it’s the design. Enter the UPN (Universal Process Notation) diagram, which helps visualize what information is needed at each process step.
This tool, combined with Lightning’s features, can declutter interfaces, providing the right information at the right time, enhancing user experience and data quality. [Read More ]