Jon Ewoniuk

If Salesforce wanted to really make admins happy, here is what they should build... An AI that is completely tied to your entire platform setup. Then on any page or place, you could ask a question about anything in the setup and it would help you troubleshoot, find items, and more. Second, build a report building AI.

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Interesting insights into the future of Salesforce partners. If not, a little depressing and a little exciting. Partners who continue to show expertise, loyalty, and value and who can also manage complex projects/a shrinking pipeline/the commoditization of services alongside beating out their competition will survive. Delivery excellence is key above all else.

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😍 Here are additional advanced scenario-based questions focusing on different aspects of Salesforce integration: ------------------------------------------------------ 👉 Integrating Salesforce with a Payment Gateway Question: Your company wants to integrate Salesforce with a payment gateway (e.g., PayPal, Stripe) to process payments and manage transactions. What approach would you take? ⏩ Answer: Define Integration Objectives: Identify the payment data and processes to be integrated with Salesforce, such as transaction details, payment status, and customer billing information. APIs and Connectors: Use the payment gateway’s APIs or native connectors for integration. Data Mapping: Map payment data fields to Salesforce objects, ensuring consistency and accuracy. Automation: Automate workflows for processing payments, updating transaction records, and managing billing information in Salesforce. Security and Compliance: Ensure secure data transmission and compliance with payment regulations (e.g., PCI DSS). Real-Time Updates: Implement real-time data exchange to update Salesforce records immediately based on payment activities. Testing: Conduct thorough testing to validate data accuracy and integration functionality. User Training: Train finance and sales teams on using the integrated payment gateway features within Salesforce. ------------------------------------------------------------- 👉 Integrating Salesforce with an Inventory Management System Question: Your company uses an inventory management system to track stock levels and manage inventory. They want to integrate it with Salesforce to enhance order processing and inventory management. What approach would you take? ⏩ Answer: Define Integration Objectives: Identify the inventory data and processes to be integrated with Salesforce, such as stock levels, order status, and inventory movements. APIs and Middleware: Use the inventory management system’s APIs and consider middleware for data integration. Data Mapping: Map inventory data fields to Salesforce objects, ensuring consistency and accuracy. Automation: Automate workflows for updating inventory records, managing orders, and tracking inventory movements in Salesforce. Security: Ensure secure data transmission and handle sensitive information responsibly. Real-Time Synchronization: Implement real-time data exchange to update Salesforce records immediately based on inventory activities. Testing: Conduct thorough testing to validate data accuracy and integration functionality. User Training: Train sales and operations teams on using the integrated inventory management features within Salesforce. ----------------------------------------------------------------

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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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Salesforce is taking Revenue Lifecycle Management to the next level to keep pace with the rapidly growing RevOps market. Here’s what this means for your business: 🔹 Streamlined Processes: Seamlessly integrate and automate every stage of your revenue lifecycle, from lead generation to customer retention. 🔹 Optimised Performance: Gain real-time insights and analytics to make data-driven decisions that boost revenue and efficiency. 🔹 Enhanced Collaboration: Break down silos between sales, marketing, and finance teams, fostering a unified approach to revenue operations. 🔹 Scalable Solutions: Adapt and grow with Salesforce’s flexible tools designed to meet the evolving needs of your RevOps strategy. Read on for more: https://bit.ly/3VG4g9Q #Salesforce #RevOps #RevenueManagement #BusinessGrowth #Innovation

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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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It's simple–we take a ton of the tedious, technical work that goes into running a modern business off your plate, so you can focus on remaining best in class in whatever it is you offer. 👍 #SalesforceConsulting #SalesforcePartner #BusinessGrowth #CloudSolutions #AutoBytes

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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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Get ready for the retirement of Salesforce for Outlook! 🚀 Explore alternative solutions to seamlessly manage email, contacts, and events between Salesforce and Outlook. Assess your team's needs, integration compatibility, and data security. Blog - https://lnkd.in/gDHbUK9W #SalesforceForOutlook #CRMIntegration #EmailManagement #AppExchange #SalesforceAdmins

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With over a decade of successful #Salesforce implementations, we have the expertise to find the solutions for each client's unique challenges. Here's what a recent #financialservices client had to say in their ⭐️⭐️⭐️⭐️⭐️ #AppExchange review. https://bit.ly/3xSwt1l

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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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Looking to backup your Salesforce metadata for FREE with the click of a button? Learn how to backup your Salesforce production environment using tools like: - GitHub Actions - SF CLI - Git To seamlessly backup your metadata. Click the article in the comments to learn more 👇

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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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Is your Salesforce held together by duct tape? Our latest episode tackles why over-customization, data silos, and lack of training keep Salesforce from being a true asset. It’s time to clean up and scale! https://lnkd.in/g9rqxPqQ #SalesforceArchitecture #Salesforce #GoToMarketStrategies #B2B #Podcast

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Is Salesforce holding your team back? Standard settings can create frustrating bottlenecks for sales reps, wasting valuable time. Customizing Salesforce can help your team work up to 15% faster. Start with these quick customizations: • Custom Page Layouts and Record Types – Simplify data entry for a smoother user experience. • Quick Actions – Set up shortcuts to save clicks on frequent tasks like follow-ups. • Dynamic Dashboards – Tailor dashboards to keep reps focused on their top priorities. Ready to streamline Salesforce and keep your team focused on selling? Visit equals11.com to learn more. #SalesforceTips #StreamlineWorkflows #SalesEfficiency #BoostProductivity

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Is your automated testing requirements similarly complex with multiple personas and business units? If yes, this is a must watch session. Super expensive and time consuming to try and achieve this with manual testing.

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Thanks to her previous blog, you know WHY #Salesforce Service Cloud Voice can be a huge benefit to organizations. Now, Mounica Y shares HOW you can actually configure it in your own org. https://lnkd.in/g5u7TNUW

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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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