Automation

Often times in automation, you want activities to occur only when the record is new, when the record is updated, or when there was a record update but only if the previous field value was ‘x’. The power formula functions IsNew(), IsChanged(), and PriorValue() that you use in workflow rules and processes can also be […]

Einstein Bots interact with your customers quickly and accurately with automation and artificial intelligence (AI) capability. In terms of AI initiatives, the biggest challenge is measuring business impact. One reason most AI projects fail is that people are looking at “model performance” instead of business value, such as how much money, in either additional revenue […]

⚠️ The challenge As #AwesomeAdmins, we’re used to managing our Salesforce orgs and constantly making our best efforts to turn user feedback into actionable enhancements together with the development team. Now let’s imagine it’s the go-live day of a brand new, industry-specific component. We’re all so excited about it and we want to enrich it […]