Marty Chang

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/eiue30sHufO #techtalk #webinar #b2bmanufacturing #configuration

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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/4oHU30sFzXM #techtalk #webinar #b2bmanufacturing #configuration

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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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💡 Today, we’re excited to publish the second blog in our series on Salesforce's new RLM tool. 👀 In his last post, Nathan Anderson gave an insightful overview of what RLM is and how it’s set to transform CPQ. Now, we dive into Saltbox's perspective on the current state of RLM and where we see it evolving over the next few years. Check it out here: https://lnkd.in/gM4tCH4G #Salesforce #RLM #CPQ #Innovation #SalesforceRLM #FutureOfSales Salesforce Commerce Cloud Salesforce Ben Adam Witbeck

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Simplifying Custom Workflows with Agentforce and Asymbl! ⚙ At Dreamforce, Mark Lott, Pre-Sales Technical Architect at Salesforce, gave us an exciting look into the ease of building with Agentforce. In the past, setting up complex workflows required deep coding knowledge—think Python scripts and intricate frameworks. But now, it’s easier than ever with Salesforce’s no code functionality, familiar to those who have worked with Flows in Salesforce. Mark demonstrated how straightforward it is to build custom agents, looping through data within CRM and using prompts to deliver precise results—all with just a few simple steps. If you know how to use Flows, you're already 95% there! And here’s the best part: what Mark described perfectly aligns with recruiting! 🕺 Whether it’s matching candidates with roles or automating specific tasks, the same principles apply. With Asymbl Recruiter Agent, staffing and recruiting firms will be able to build custom workflows specific to their business needs, effortlessly adapting to the unique demands of the industry. This marks a new era in recruitment automation—easy to use, fully customizable, and powerful enough to drive real results. Keep your eyes peeled for more updates on how Asymbl Recruiter Agent will revolutionize recruiting! 🚀 Preview Asymbl Recruiter Agent: https://lnkd.in/gG2bTgwU #DF2024 #Asymbl #Salesforce #Agentforce #Automation #AI #Innovation #RecruitmentTech

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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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Don't waste time searching for #Salesforce metadata. Safyr makes it easy to locate specific components & related metadata, so you can focus on what's important: making the most of your Salesforce data. https://ow.ly/P0wN50TyCig

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Did you know that CRM misconfigurations can cost up to 50% more in fixes than professional setups? Avoid costly mistakes and keep your CRM optimized with these three steps: 1) Build a Customization Blueprint: Outline the purpose, impact, and integration of every change. 2) Test in Salesforce Sandboxes: Simulate changes safely to protect live data. 3) Consult Salesforce Experts for Complex Changes: Avoid hidden expenses with professional guidance. Don’t let technical debt slow you down—take control of your CRM today! #CRMTips #Salesforce #TechnicalDebt #BusinessGrowth

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🤨Curious about predicting healthcare risks?🏥 👉Check out our latest YouTube demo on Einstein Prediction Builder! 🌏 Discover how we predict the likelihood of a patient’s hospitalization 🏥 https://lnkd.in/gft4-b_x #EinsteinPredictionBuilder #Salesforce

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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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Find deploying Salesforce Flows with change sets frustrating? Then you won’t want to miss this! Flows don’t have to slow you down — join our live webinar tomorrow to learn how to deploy Flows successfully, first time. 🚀 Host Cristine Moret-Otero will demonstrate how she uses Gearset's new visual solution, Flow Navigator, to take the pain out of Flow deployments. Register here: https://grst.co/4gGdFrs Can’t make it on the day? Register and we’ll send you the recording after!

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💡 Check out this demo from Jean-Michel Tremblay on Derived Pricing in #Salesforce Revenue Lifecycle Management (#RLM)! 🚀 In this brief demo, Jean-Michel covers: 💠 A quick overview of Derived Pricing 💠 Setting up the Pricing Procedure 💠 Creating a Derived Pricing product Don’t miss this insightful walkthrough! 🌟Link in the comments. 🌟 #DerivedPricing #CPQ

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I'm looking for CPQ success stories! If you don't have one yet, perhaps consider our Health Check offering. We specialize in CPQ remediations and have quite a few success stories to share. CPQ can be tricky so if yours gets a gold star, do share. I'm sure others would appreciate any tips or best practices. #happytohelp #cloudgiants

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Ditch the endless "how-to" questions from your Salesforce users. Ask Vic's FREE in-app guidance empowers your Salesforce by giving them quick access to interactive walkthroughs, step by step guides, & more. https://hubs.ly/Q02t55hX0

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🔄 Quickly bulk clone field sets from one Salesforce org to another using migSO! 🚀 Check out our latest migSO tutorial to understand how to clone Salesforce Field Sets within seconds. Get ready to unlock an efficient and better way to manage Salesforce metadata operations! Scan QR or visit here: https://shorturl.at/ljwLG #Tech9logyCreators #migSO #salesforce #clone #metadata #metaverse #fieldsets #bulk #blog #guide #tutorial

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😎 Simplify Your Salesforce Flow with Smart Naming Conventions! Establishing clear and consistent naming conventions for your Flow resources is more than just good practice—it's a game changer for readability, organization, and team collaboration. In our latest blog, we explore: ✅ Practical tips for naming Flow resources ✅ Strategies to balance clarity with brevity ✅ Insights from Salesforce experts Whether you're a fan of #CamelCase, purposeful sorting, or leveraging autogenerated #API names, this guide will help you create a system that’s easy to manage and collaborate on. 🔗 Ready to transform your Flow setup? Read the full article here: https://buff.ly/4i8mOtR #Salesforce #SalesforceFlow #AutomationTips #AdminSuccess

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Is poor Salesforce data costing your business valuable time and money? Inaccurate reports, ongoing data cleanup, and weak data governance can cripple your ability to make smart decisions and grow efficiently. Without reliable data, every decision is a risk. At Equals 11, we’ve helped businesses optimize their Salesforce data management, reducing data errors by 40% and saving hundreds of hours in manual cleanup. • Ensure accurate reporting by maintaining clean, up-to-date data. • Automate data cleanup to reduce time spent on manual fixes. • Establish strong data governance to protect your data quality long-term. Don’t let poor data hold your business back. See how Equals 11 can optimize your Salesforce data and drive smarter decision-making. #DataManagement #SalesforceOptimization #BusinessGrowth #DataGovernance #AutomationSolutions

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