The Weekend Picklist ?? Hello Einstein 1 Studio, Object Oriented Programming, and Setup Audit Trail

1. Ultimate Guide to Salesforce Einstein 1 Studio

Heard of Einstein 1 Studio by any chance? We thought you might! But just in case, here’s a whistlestop tour of Salesforce ’s revolutionary new suite. It’s low-code, it’s conversational, it’s integrated, and most importantly, it’s AI – of course it is…?

So, what does this new studio have in store for its users? Reusable prompts, customizable chatbots, and easy access to Large Language Models (LLMs) promise enhanced efficiency, automation, and data security. Here’s how:

• Prompt Builder (GA) allows you to create templated, reusable prompts that can be deployed across your entire org using functionality such as Custom Buttons and Flow.
• Copilot Builder (Beta) allows you to customize the user-facing Einstein Copilot chatbot. By utilizing a set of tools, you can integrate Apex, Flow, MuleSoft APIs, and generative AI components to create custom functionality.
• Model Builder (GA) allows you to choose a Large Language Model for a specific use case, as opposed to other solutions such as ChatGPT – more and more important as specific AI models develop and businesses begin to build out their own LLMs.

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2. Everything You Need to Know About Salesforce Einstein Model Builder

Now let’s take a closer look at Model Builder, which allows you to leverage Salesforce data to train machine learning models for various purposes – all via a unified, user-friendly interface with guided workflows to facilitate the model-building process.

Model Builder hands the keys to the customer with its capacity to create custom AI models that are both tailored to specific business needs and easily manageable (requiring clicks, not code).?

What’s more, Salesforce’s agnostic approach to Large Language Models means that you can use Salesforce’s Shared LLMs, Salesforce’s hosted third-party LLMs, or bring your own model (BYOM) from other platforms (e.g. Amazon SageMaker and Google Vertex AI).

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Gathering Salesforce Requirements and Running Discovery Workshops

What does an effective discovery workshop look like? When embarking on a new project, a consultant will need to keep in mind some key considerations (industry, business size, etc.) to ensure that goals are aligned. There are also common challenges to avoid, from disjointed remote sessions to setting unrealistic expectations.?

It helps to have a gameplan, which can be divided into four parts:?

1. Pre-Game: Now’s the time to prepare the information you have available to you – review the project scope and know who will be attending the session in advance.
2. Game Day: Have conversations with the different stakeholders to gather all requirements; ask questions and be critical. Stick to your agenda to ensure you cover everything and be sure to show your value.?
3. Half Time: Time to take a step back, breathe, continue to build relationships, and strategize!
4. Post-Game: Digest any new information you learned, compile the specific Salesforce requirements you identified, and turn your discussion into action.

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Setup Audit Trail: Keep Track of Metadata Changes in Salesforce

At some time or other, every Salesforce Admin has been left wondering what on earth is going on in their org – especially when there’s more than one admin at work at any given time.

Enter Setup Audit Trail, which is perhaps one of Salesforce’s most helpful out-of-the-box features, as it allows admins to closely monitor any changes being made by users with administrative permissions.?

Whether it’s in a sandbox or a production org, it’s always useful to know which setup changes have been made (and when and why) – no more lost time as you try desperately to piece together the story of what actually happened. Mystery solved!?

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Object Oriented Programming in Apex Course: Available Now

Another great course for developers – this time we’re focusing on how to use Object Oriented Programming (OOP) to build Apex code that is reusable, dynamic, and clean.?

What are the benefits of OOP??

• Reuse: Objects can be reused throughout the Apex codebase.
• Extensibility: Existing code can be more easily modified.
• Encapsulation: Irrelevant details are hidden from the calling code.?

Before getting started with this course, you’ll want to ensure you have solid foundations in Apex fundamentals (including classes and functions) and developing with Visual Studio (VS Code).?

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