Sam Taylor

Salesforce Foundations. What’s that I hear you ask? This article is a bit long but well worth reading. Quote - “Salesforce’s Foundations may well be the bridge that finally connects the promise of the past with the potential of the future. It represents not just a new product offering, but a culmination of decades of progress in enterprise software. As businesses increasingly demand integrated, intelligent solutions, Foundations could prove to be a pivotal development in the ongoing evolution of how companies manage their operations and serve their customers.” #salesforce #foundations #evolution https://lnkd.in/gcsAQF2b

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Exciting update! Check out the article below to explore the foundations of the Salesforce Platform Evolution, showcasing innovative architecture, increased scalability, and strengthened security. https://lnkd.in/gccqVwPh

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Accidentally giving away too much user access to your Salesforce data? Does any of the following sound familiar? See more on why this can be such an issue, what native Salesforce options offer, and why you may need better options for moving forward on our blog: bit.ly/3wcRtCt 

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I'm looking forward to moderating this webinar on Oct 3. If you're curious about how #Salesforce Revenue Lifecycle Management can optimize the Product to Cash lifecycle for your business, you won't want to miss this one! Register here: https://bit.ly/3MHpyjc #RevenueLifecycleManagement #CPQ #OrderManagement #RevenueOperations Salesforce Revenue Cloud

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It seems we have a calling. Stabilization of implementations that have gone awry. A lot of money is sunk into Salesforce annually. When possible, we will lean towards refactoring a previously failed implementation with improvements, over rebuilding. 🙈🙊🙉 Why? We have a shared interest in faster time to value. #salesforce #agentforce #salesforcepartner

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Coding with the force is simply the best!

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This is what AI was meant to be. Nerding out on Agentforce with EVP & GM of Salesforce Platform, Alice Steinglass. Watch the full Executive conversation here https://lnkd.in/gKy8SUxk

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In-App Guidance (IAG) walkthroughs and prompts are powerful tools to meet users where they are in their workflow, providing vital information to help them succeed within Salesforce. But how do you determine whether to use a prompt or a walkthrough? Use a Prompt When: You need to update a field or section within Salesforce. Introducing a new process that comes with training. Use a Walkthrough When: The process involves multiple objects. Onboarding someone to the home page. Remember, you get three walkthroughs of up to 10 steps each. Regularly audit your walkthroughs to ensure they remain effective and relevant. #useradoption #salesforce #changemanagement

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Ground your Salesforce AI prompts To prevent bad responses. Simple. Effective. Here. Built-in Support for grounding rules is now available in 1.6, our latest release. Standardize your grounding rules - You can have a set of grounding rules that can be applied consistently to any prompt. Custom grounding supported - GPTfy always let you add your grounding to the prompt, and now you can add those custom grounding rules to the set as well. That way, a repository of tried and tested ones can be selectively applied as needed. This ensures that the AI responses are in line with your internal standards for ethics, content, privacy, and security. Learn more about this new feature in our release notes for 1.6. https://bit.ly/3UjACYA #salesforce #salescloud #servicecloud #aicloud #ai #gptfy #appexchange GPTfy

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Is your Salesforce maintenance costing you more than it should? If you’re not following best practices, relying on outdated certifications, or skipping essential environment setups, you could be losing both time and money. Here are 3 strategies to prevent those unnecessary costs: • Stick to up-to-date best practices that evolve with your business needs. • Prioritize hands-on training and real-world application to avoid common pitfalls. • Ensure your environments are properly set up to avoid duplications and downtime. Boost efficiency, reduce downtime, and slash maintenance costs by taking control of your Salesforce setup. #Salesforce #SalesforceAdmin #CRMOptimization #SalesforceBestPractices #SalesforceTraining #TechEfficiency #ReduceDowntime #BusinessStrategy #CostReduction #DigitalTransformation #TechMaintenance #SalesforceTips #CloudComputing

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To all my Salesforce RVP, AE, SE, and customer contacts -- I'm excited to share that Gerent has heard you loud and clear -- "How does a SF customer start using the predictive and generative #AI features already included with their SF licensing?" -- If this is you or one of your prospects or customers, we should talk. We have some exciting news coming and I'd love to provide you a preview and get your input to help us refine and evolve our approach and solutions to help you succeed. #Innovation

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Don't forget to check out our library of TechTalk on topics including: ✅ Component Modeling ✅ Guided Configuration ✅ Reducing Product Complexity ✅ Enhancing your Salesforce CPQ ...and many more! Watch all of our TechTalks on-demand at https://ow.ly/sHr430sHvnj #techtalk #webinar #b2bmanufacturing #configuration #cpq #salesforce

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After completing a free Varonis Salesforce Risk Assessment, this insurance provider partnered with Varonis to right-size permissions and reduce data exposure risk in Salesforce. 🤝 Learn how this Salesforce admin gained more visibility and deeper insight with Varonis for Salesforce: https://hubs.ly/Q02XnNTC0

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Looking for SalesForce admins familiar with updating B2C databases using the National Change of Address (COA) database. An HBR article highlighted that the US economy faces ~3 Trillion dollars in losses annually due to bad data, a reality we see firsthand. Our system manages billions of deliverables yearly, and the impact of inaccurate data is evident. Many companies lack effective feedback loops for data updates, leading to unresolvable records. Exciting news! We're tackling this issue head-on with a deployable app that automates consumer record updates in SaleForce. By mapping your objects with the Nexus Connector, the app checks addresses for moves and provides updates seamlessly. While still in beta, we're gearing up for the release and seeking enthusiastic individuals to test it out. Join us in revolutionizing data accuracy! We're getting ready for takeoff! Please DM me if you or someone you know would like to help solve this problem! #cloudmailingguys #salesforce

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Some of the sessions are now on Salesforce+. Here is the one on implementing Data Cloud.  Go to the Salesforce #DF24 sessions there is a link at the bottom to the deck (PDF) or to Salesforce+ (video)  https://lnkd.in/gHithgBB.

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Feel like everyone who builds Flow in Salesforce should take a few minutes to review this excellent Trailhead Module about Rolling Back Changes in Flow: https://lnkd.in/enXWhwty Understanding when a transaction is rolled back (and perhaps more importantly is NOT rolled back) is crucial. I see Fault paths being used more than I used to, which is good, but I still feel like I haven't seen the Rollback and Custom Errors elements in many flows even though they probably should also be included based on this article.

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Does any of the following sound familiar? See more on why accidentally giving too much access can be such an issue, what native Salesforce options offer, and why you may need better options for moving forward on our blog: bit.ly/3wcRtCt 

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