Chris Whitehead

🚫 Are you integrating Salesforce CRM? Avoid these common pitfalls! 🚫 Check out our latest blog post to learn about the 10 most common Salesforce CRM integration mistakes and how to steer clear of them. 💡✨ https://lnkd.in/dYmiEuZp #Salesforce #CRM #IntegrationTips #AvoidMistakes #TechInsights #aress

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We've shared the 'what' and the 'why' when it comes to testing your Flows in Salesforce... Now, we share the 'how' 👉https://hubs.ly/Q02M2hBP0 Have more questions or need some support with your Flows? Shoot us a message or drop a comment below! 👇🗯️

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Think your Salesforce instance is secure? Think again. Customization can be your biggest security risk if not done right. Find out how to avoid costly mistakes in the LCSA whitepaper, "Securing Salesforce: Hard Truths About Shared Responsibility." https://bit.ly/3MHJItr

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"We appreciated that Simpliigence utilized Salesforce's out-of-the-box features wherever possible and limited custom code, allowing for easier adjustments later on." Paul Schneider, Ph. D., SVP, Business Development, dominKnow 🎯 This quote hits the nail on why many Salesforce implementations fail - over-engineering.   Here's what dominKnow got right in their transformation: 1. Prioritized scalability over complexity 2. Leveraged native Salesforce capabilities 3. Built flexible systems for future growth 4. Focused on reducing human error points   The results speak volumes: ✅ Faster sales team onboarding ✅ Automated subscription management ✅ Streamlined cross-team communications ✅ Enhanced revenue forecasting   The best technical solutions are the ones that embrace simplicity. Read the full story here:  https://lnkd.in/gqNUG2WB #SalesforceImplementation #TechStrategy #BusinessGrowth #SaaS #DigitalTransformation

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Everything You've Ever Wanted to Know About Salesforce Dynamic Picklists 📅 October 24, 2024 | 1:00 PM EST Learn how to automate workflows and improve data accuracy with Salesforce Dynamic Picklists. Join Joelle Swanson for actionable tips on creating smarter, responsive forms. 👉 Register Now: https://lnkd.in/gTy-2kPp #Salesforce #WebForms #Automation #FormAssembly #Webinar

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Got Plans for Thursday? You Do Now! Tune in to a FormAssembly Masterclass on Salesforce Dynamic Picklists 📅 October 24, 2024 | 1:00 PM EST Discover how to automate workflows and boost data quality with #Salesforce Dynamic Picklists. Join Joelle Swanson for expert tips on building smarter, more responsive forms. 👉 https://lnkd.in/gTy-2kPp #BuildBetterForms #Automation #FormAssembly #Webinar

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User coaching is one of the most important steps in the implementation process. Discover how we ensure that all end users are fully confident in their new CRM! https://bit.ly/3pEemsl #Salesforce #SYSPROConnector #CRM

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Supercharge your Salesforce deployments with peer review! 🌟 Drive quality, share knowledge, catch errors early for continuous improvement. Collaborate and excel in every deployment. Ready to unlock your team's full potential? Let's chat! 🚀 Blog - https://lnkd.in/gh7BDP87 #PeerReview #SalesforceDeployments #CodeQuality #ContinuousImprovement

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Want to elevate your everyday workflow? Efficient #documentmanagement in #Salesforce is the perfect place to start. If you are wondering how document handling can drive success, read through this comprehensive #article, where we discuss its significance and provide strategies to implement it in your business. #blog #SundayRead #storagemanagement #documentsuccess https://lnkd.in/g37krjrw

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Presenting "Salesforce for End Users" by Omni Consultants, LLC! Navigating Salesforce can be a daunting task if you're new to the ecosystem. This video series will guide beginners on the core principles of Salesforce and how to get the most out of it. Episode 1 goes over the the basics of Objects, Records, and Fields. New videos will be posted every couple of weeks, so be sure to like & subscribe to our YouTube channel below! ⬇ https://lnkd.in/enpSey8u #Salesforce #SalesforceTraining #Consulting #SalesforceEndUser #TrainingAndDocumentation #YouTube

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Managing documents and eSignatures in Salesforce can be challenging, but PDF Butler simplifies the process. Hamza from Salesforce Ben takes a look at PDF Butler for automating document workflows. Check out the full article to see how PDF Butler can enhance your document workflows: https://bit.ly/3yr7nKD

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Have you ever been frustrated by chasing down permissions causing access issues in a Salesforce org? And how long it can take to fix the issue across multiple Profiles or permissions? Check out our blog post reviewing some of the Salesforce help page options and why you may need a more: https://bit.ly/4dva4uP

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Testing in Salesforce can present unique – and often expensive – challenges. However, understanding these hurdles is the first step in overcoming them. Sydnie shares the challenges to look out for and a solution to help you prevent them. https://bit.ly/3X7KFBy #Salesforce Provar

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So you know all about CPQ bundles (and if you don’t, you can find out all about them here: https://bit.ly/3OOxRdF) but what about dynamic bundles? Dynamic bundles are a feature that takes everything we already know about traditional bundles and elevates them to new heights! Dynamic bundles also gives your sales team the agency to make bundles work for them by fine-tuning bundle automation based on their own (human) knowledge of a customer. You can find out more about Salesforce CPQ’s dynamic bundles and how they can work for you, here: https://bit.ly/3s6K1qV #dynamicbundles #salesforce #salesforcecpq #revenuecloud

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Imagine if you could automate those repetitive tasks that eat up your day. What would you do with the extra time? 🌟 That’s where Salesforce Flows come in! 1. What is Salesforce Flow? 🤔 Salesforce Flow is a powerful automation tool that lets you build complex business processes with just a few clicks—no coding required! From updating records to sending emails, Flows can do it all. 2. Types of Flows You Need to Know 📊 •Screen Flow: Guides users through a step-by-step process, like filling out forms. •Scheduled Flow: Runs at specified intervals, perfect for routine tasks. •Auto-launched Flow: Automatically triggers when certain conditions are met, like creating a new opportunity. 3. How to Build Your First Flow 🛠️ Here’s a simple example to get you started: Step 1: Go to Setup > Process Automation > Flows. Step 2: Click New Flow and choose the type (try Screen Flow to begin). Step 3: Drag and drop elements like Screens, Decisions, and Actions to build your Flow. Step 4: Save, activate, and watch the magic happen! ✨ 4. Pro Tip: Test Before You Deploy! 🧪 Always test your Flow in a sandbox environment before going live. This ensures everything works as expected without impacting your users. Why Use Flows? •Save Time: Automate routine tasks so you can focus on strategic work. •Reduce Errors: Ensure consistency across your processes. •Enhance User Experience: Provide a seamless, guided experience for users. Salesforce Flows are like having a personal assistant that never sleeps—ready to help you streamline your workflow 24/7. Start small, and soon you’ll be automating like a pro! Ready to give it a try? Share your experiences or ask questions in the comments below. Let’s automate our way to success! 🚀 #SalesforceAdmin #SalesforceFlows #Automation #CRM #WorkflowOptimization #TechTips #Productivity #SalesforceCommunity #SalesforceLife

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Salesforce schedules (delay execution) the Apex class for execution at the specified time to run using Apex Scheduler. First, we must write an Apex class with a Schedulable interface to take advantage of Apex Scheduler. Apex Scheduler invokes the Apex class to run at a specific time. https://lnkd.in/gY-WK34J #salesforce #etiquette

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🚀 Exciting Salesforce Update! Simplifying Screen Flows just got better: ✅ Progress Indicators are coming to your Screen Flows, no need for assignments or custom components anymore! ✅ Create and assign stages directly from the screen, making flow building faster and more intuitive. (Assignments are still optional if needed!) ✅ Customize your flow display: choose to show stages in the header or footer when saving. Stay tuned for this game-changing enhancement that makes building engaging user experiences even easier! #Salesforce #FlowBuilder #Innovation

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