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Hello
This week, I’m excited to share that again this edition is brought to you by Box, a sponsor dedicated to enhancing your Salesforce experience.
An under-the-radar announcement at Dreamforce was the launch of Box AI as an Agentforce partner. Now you can build Salesforce workflows that query your documents without ever moving them out of Box. See what you can build
In addition to the usual insights, I've compiled several Dreamforce-related links in a dedicated section at the end - make sure to check those out!
For administrators, I’ve included a thought-provoking post on how to tackle those frequent requests that start with, “Can you just add a field?” It’s a valuable read that might help navigate those tricky conversations.
On the development front, I’m also pleased to announce that Agentforce is now generally available, streamlining the way developers can build applications and agents. Dive into this update and see how it can benefit your projects.
Enjoy exploring the curated content, and let’s keep the conversation going!
For everyone
Free Data Cloud Certification Training for Salesforce Partners
https://www.salesforceben.com/free-data-cloud-certification-training-for-salesforce-partners/
Salesforce has launched a free cohort-based learning program to assist professionals preparing for the certified Data Cloud Consultant exam. This short-term program features interactive, collaborative sessions designed to enhance participants' expertise and foster a supportive learning community. Additionally, participants may qualify for a free Data Cloud exam voucher.
Einstein Conversation Insights: Analyze Customer Calls and Coach Your Users
https://www.salesforceben.com/einstein-conversation-insights-analyze-customer-calls-and-coach-your-users/
Online meetings and phone calls are crucial for sales teams to secure deals. They often engage in pitches, demos, and prospecting conversations. Imagine if key information and next steps could be extracted instantly, eliminating the need for note-taking and lengthy call reviews. This article explores the core functionalities of Einstein Conversation Insights (ECI), highlighting its AI and machine learning features, along with upcoming enhancements.
"Can You Add a Field?" 10 Questions for Admins to Ask First
https://www.salesforceben.com/can-you-add-a-field-10-questions-for-admins-to-ask-first/
When asked, "Can you just add a field?" the request seemed harmless to the Salesforce Admin at first. However, such simple queries often lead to complications, creating a cluttered system filled with unused fields. The Admin risks becoming overwhelmed by the desire to please users without fully understanding the implications of each request. This pattern not only disrupts the organization but also wastes valuable time and resources, ultimately making the system more difficult for everyone to navigate.
Salesforce User Management Best Practices
https://blog.enree.co/2024/09/salesforce-user-management-best-practices
Salesforce user management involves creating accounts, assigning roles, and managing permissions to ensure users can perform their job functions securely. Effective management is vital for system security and operational efficiency, involving the configuration of user profiles and permissions. This approach streamlines workflows, reduces errors, and enhances user satisfaction by providing tailored tools and information.
Mastering the Salesforce Data Cloud Consultant Exam
https://salesforcebinge.com/2024/05/28/mastering-the-salesforce-data-cloud-consultant-exam/
The Salesforce Data Cloud Consultant certification is a highly regarded credential in the data and analytics field. To succeed in the exam, candidates need a solid grasp of key concepts and practical skills. This blog post explores the main topics of the exam, offering insights and recommendations for effective preparation.
Agentforce Agent and Unified Knowledge
https://unofficialsf.com/agentforce-agent-unified-knowledge/
In the past year, Salesforce Unified Knowledge emerged as a groundbreaking innovation in AI automation for Customer Service. The author believes it will significantly benefit many companies, making it a key topic for their Agentforce blogs. Unified Knowledge consolidates scattered knowledge content—like help docs, manuals, and articles—into a single searchable repository for Service Cloud users, enhancing efficiency and accessibility for agents.
Exporting CSV Data Via Dataweave in Apex
https://nebulaconsulting.co.uk/insights/exporting-csv-data-via-dataweave-in-apex/
Handcrafting CSV in Apex can be cumbersome, often resulting in a lengthy concatenated list of field names. However, DataWeave offers an effective solution for exporting records in CSV format. While Salesforce provides documentation for CSV imports, the less-known feature of CSV exports using DataWeave is a valuable option for developers.
Capturing UTM Parameters in Account Engagement Forms
https://nebulaconsulting.co.uk/insights/capturing-utm-parameters-in-account-engagement-forms-even-after-theyve-gone/
When users click on online ads, they often find that the resulting URLs are longer than expected. These URLs, such as one leading to a Contact Us page, typically include UTM parameters. UTM parameters are standard additions that help identify which ad led a user to a specific webpage. For marketers, knowing which form submissions result from ad clicks is crucial for assessing campaign effectiveness.
How to Integrate Google reCaptcha v3 into the Salesforce Experience Site
https://salesforcecodex.com/salesforce/how-to-integrate-google-recaptcha-v3-into-the-salesforce-experience-site/
Salesforce Experience Cloud Sites enable the creation and management of digital experiences for customers, partners, and employees, including customer portals, partner communities, employee intranets, and public websites. To enhance security against automated spam and abuse, these sites utilize Google reCAPTCHA, adding an extra layer of protection. This post focuses on integrating Google reCAPTCHA v3 into Salesforce Experience Sites.
Salesforce Developer: Understanding the Role and Responsibilities
https://www.salesforceben.com/salesforce-developer-job-description/
Hiring a Salesforce Developer can be challenging due to the diverse responsibilities they hold, which extend beyond traditional coding tasks to include business acumen. Salesforce developers often take on roles typically reserved for administrators, such as user management and process automation. Senior developers may have even broader responsibilities, though this varies. To assist in the search, a sample job description outlining responsibilities, qualifications, and common benefits is provided.
For devs
Introducing Agentforce for Developers: Now Generally Available
https://developer.salesforce.com/blogs/2024/09/introducing-agentforce-for-developers.html
Agentforce for Developers (known as Einstein for Developers), is a suite of AI-driven tools enhances productivity by automating routine coding tasks, allowing developers to focus on more complex challenges. With capabilities to generate Salesforce-specific code and embed best practices, Agentforce streamlines the development process and accelerates innovation at every stage, marking a significant step forward in Salesforce's mission to deliver intelligent development experiences.
Why Object-Oriented Programming Is Vital Knowledge for Salesforce Developers
https://www.salesforceben.com/why-object-oriented-programming-is-vital-knowledge-for-salesforce-developers/
Object-Oriented Programming (OOP) in Apex is crucial for Salesforce Developers as it enables the creation of more efficient and reusable solutions. OOP offers enhanced capabilities beyond traditional imperative Apex, allowing developers to implement dynamic programming and design patterns like the Template Pattern. Embracing OOP not only improves code quality but also streamlines future development efforts.
The Salesforce Developer's Guide to the Winter '25 Release
https://developer.salesforce.com/blogs/2024/09/winter25-developers.html
The Winter '25 release has arrived, bringing exciting updates for Salesforce developers. Set to roll out from September to October 2024, this release features enhancements designed to improve your development experience, including new AI capabilities, upgraded Data Cloud tools, and robust platform features. Prepare for a host of significant new functionalities that will elevate your work across the Salesforce ecosystem.
Salesforce Fact #864 | Using null coalescing and safe navigation together in Apex
https://sfactsabhishek.blogspot.com/2024/08/salesforce-fact-864-using-null.html
The task involves managing a Map where, based on certain conditions, the program needs to add or update the list associated with a specific key. This can be achieved efficiently by employing safe navigation and the null coalescing operator for the checks, streamlining the process of modifying the map's values.
Salesforce Fact #856 | BatchApexErrorEvent subscribe using flow
https://sfactsabhishek.blogspot.com/2024/07/salesforce-fact-856-batchapexerrorevent.html
BatchApexErrorEvent is a built-in event triggered by unhandled exceptions in batch classes. To raise platform events from batch Apex, the Database.RaisesPlatformEvents interface must be implemented. BatchApexErrorEvents can be subscribed to using a flow of the platform event type.
For architects
Track Platform Event Publishing Using Apex Callbacks
https://developer.salesforce.com/blogs/2024/08/track-platform-event-publishing-using-apex-callbacks.html
One can safely track event publishing in Apex using asynchronous publish callbacks. Since platform event publishing is inherently asynchronous, immediate notification of errors preventing event publication may not occur. For instance, the Database.SaveResult from EventBus.publish indicates that the event has been queued for publication, not that it has been published. Therefore, simply writing the code does not guarantee successful event publishing; it only addresses certain errors, such as missing required field values.
Get Started with DevOps Center
https://developer.salesforce.com/blogs/2024/08/get-up-and-running-with-devops-center-today.html
The updated blog discusses how Salesforce DevOps Center transforms change management for development teams. It offers a unified platform for managing changes and deployments, facilitating seamless integration across Salesforce environment. The article outlines essential information to help teams boost productivity, enhance collaboration, and accelerate delivery cycles. This update reflects the latest enhancements made since the original publication in June 2022.
The AI Marathon: Using Quick Wins to Fuel Long-Term Success
https://medium.com/salesforce-architects/the-ai-marathon-using-quick-wins-to-fuel-long-term-success-26b0bbe7724b
AI adoption will not advance uniformly within an enterprise. Early results from pioneering companies using Generative AI are impressive, showcasing capabilities such as code generation, idea creation, customer service call deflection, and AI-generated advice for employees that boosts sales.
Other links
Developer Keynote Updates from Dreamforce 2024
https://salesforcegeek.in/developer-keynote-from-dreamforce-2024/
5 Key Service Cloud Announcements at Dreamforce ’24
https://www.salesforceben.com/key-service-cloud-announcements-at-dreamforce-24/
4 Must-Know Sales Cloud Announcements at Dreamforce ’24
https://www.salesforceben.com/must-know-sales-cloud-announcements-at-dreamforce-24/
The Very Best of Dreamforce ’24 in Pictures
https://www.salesforceben.com/the-very-best-of-dreamforce-24-in-pictures/
Data, AI, and New Tools: Developer Announcements from Dreamforce ’24
https://www.salesforceben.com/3-exciting-developer-announcements-at-dreamforce-24/
Biggest Dreamforce ’24 Announcements: Everything in a Nutshell
https://www.salesforceben.com/biggest-dreamforce-24-announcements-everything-in-a-nutshell/
Our Favorite 5 Booths at Dreamforce ’24
https://www.salesforceben.com/top-dreamforce-booths/
4 Biggest AI Takeaways from Dreamforce ’24
https://www.salesforceben.com/4-biggest-ai-takeaways-from-dreamforce-24/
Salesforce Admin keynote updates from Dreamforce 2024
https://salesforcegeek.in/salesforce-admin-keynote-updates-from-dreamforce-2024/
Grzegorz Skaruz |
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