The Weekend Picklist ?? Prompt Builder and Agentforce, Sandbox Preview Orgs, and Schedule-Triggered Flows

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

?

Why Prompt Builder Is Vital in an Agentforce World

In the midst of Agentforce mania, the initial excitement we felt about Prompt Builder (GA since February 2024) may well have dissipated. But this foundational tool is more important than ever.

In this brave new Agentforce world, leveraging Prompt Builder to infuse AI capabilities into autonomous agents will very much become the norm – while tailoring out-of-the-box standard actions or creating your very own customizations.

With Prompt Templates being extensible and invocable via Apex, API, Flow, as well as Agent Actions, you can put them to good use regardless of the processes used in existing or new implementations.

All in all, Prompt Builder is set to supercharge Agentforce implementations while solidifying Salesforce knowledge in this new era of AI.

Read More?

Creating a Schedule-Triggered Flow in Salesforce: A Step-by-Step Guide

The end of support for Process Builder and Workflows is fast approaching… While some admins are still transitioning, many have been enjoying the flexibility and power of Flow for years now. However, there’s no denying that it can be complicated at times. Let’s take a closer look at one flow in particular: the schedule-triggered flow.?

Remember scheduled actions in Process Builder and Time-Based Workflows? These allow you to automate tasks on a scheduled basis, eliminating the need for manual intervention while ensuring that processes run smoothly at set intervals.?

Schedule-triggered flows have the same purpose but are more powerful than Workflows and Process Builder. While Time-Based Workflows and Process Builder scheduled actions require specific criteria to be met before they can be triggered, schedule-triggered flows only need a start time – allowing you to automate processes on a scheduled basis without the need for user input.

These flows can be set up to run once, every day, or every week as required, and are run separately for each record in the batch. So whether you want to update records, send out email notifications, or perform calculations at specific intervals, they can give you the flexibility to do all these processes automatically.?

Read More

A message from?CloudKettle

Are you harnessing the full potential of your data?

This comprehensive yet concise eBook, written by Salesforce MVP Eliot Harper, will help readers in all fields understand the concepts and fundamentals of Salesforce Data Cloud.

Download your copy today and get started on your journey towards Data Cloud mastery!

Get the Guide

Why Admins Should Beware of Salesforce Sandbox Preview Orgs

The next batch of release notes will be here in next to no time. Before we get lost in updates, it’s also worth knowing that each Salesforce release offers a sandbox preview window to ensure that sandboxes receive new updates first.

This window provides a great opportunity to get your hands on key features while trying things out in a safe environment that already reflects your own metadata. ?

As a sandbox preview takes place before other environments are upgraded, you’ll have plenty of time to test out the new release and make sure that any customizations continue to work as expected.?

Just be careful, because these environments can come with the odd bug, and deploying between environments on different releases can create a headache in terms of planning, so be sure to make an informed decision before opting for the sandbox preview. It’s also worth looking into pre-release orgs and scratch orgs as alternatives.?

Read Now?

Salesforce (CRM) Stock Surges Amid Agentforce Hype

Good news at Salesforce HQ: it’s been a strong month with Salesforce (CRM) stock going very much in the right direction, thanks, at least in part, to the launch of Salesforce’s flagship AI product Agentforce – no surprises there.

Salesforce stock stood at $342.02 at the close of November 22 – a considerable 18% rise considering its valuation of $288.33 just one month before.?

It seems that Salesforce’s big push into the world of AI is paying off at the moment, at least in terms of stock prices. CRM stock has risen considerably in recent months – it may be worth keeping an eye out for Salesforce's third quarter report on December 3.

Read More

Complete Guide to Creating Dashboards in Salesforce

If you’re looking for a simple, stress-free way to see key data from one or multiple reports in Salesforce, you’ll probably want a dashboard – accessible, easy to use, and highly visual.?

For anyone new to the world of dashboards, here’s some key info to get you started:?

• Dashboards are made up of multiple widgets (chart or table, rich text, and images) – add instructions, customizations, and branding.?
• Each dashboard can display a maximum of 25 components, of which up to 20 can be report charts.
• The same report can be used for one or multiple widgets.
• You can add up to five dashboard filters, with each including a maximum of 50 values.?
• Dynamic Dashboards are limited to a maximum of ten, five, or three per org based on the edition – additionals can be purchased if needed.?

Read Now

?