Salesforce News, Articles, Certifications, Upcoming Changes, and more
Introduction Today, many organizations need to deliver up-to-date, consolidated data to teams across sales, service, marketing, and more. The goal is to make sure everyone can make decisions based on the same, real-time information. This is where Salesforce Lightning Connect (or Salesforce Connect) comes in, especially when paired with an Operational Data Store (ODS). Salesforce … Read more
Salesforce Connect is a potent tool that allows Salesforce users to access and interact with external data as if it were native to Salesforce. Leveraging the Open Data Protocol (OData), Salesforce Connect enables real-time access to external data sources such as ERP systems, databases, and other applications without the need to import the data into … Read more
As part of Summer 24 improvements, External Clients App, the “Connected App v2”, now has a frontend to create them and support more oAuth flows. They were designed to improve security and resolve the cumbersome packaging and distribution issues that affect connected apps. In Salesforce’s own words, External Client Apps are the new generation of connected apps. … Read more
Salesforce Connected Apps are powerful tools used to integrate third-party applications with Salesforce, enabling seamless data exchange and unified workflow across different platforms. Here’s a detailed guide on Salesforce Connected Apps, including use cases, best practices, and key considerations. What are Salesforce Connected Apps? Connected Apps in Salesforce are integrations configured to allow external applications … Read more
Connecting Salesforce CRM Analytics (formerly known as Tableau CRM and Einstein Analytics) with Amazon RDS (Relational Database Service) using an Oracle database involves several steps to ensure secure and efficient data transfer. Here’s a step-by-step guide to help you set up this connection: 1. Prepare Your Amazon RDS Instance First, ensure that your Amazon RDS … Read more
MuleSoft, now a part of Salesforce, is a leading integration platform for connecting SaaS and enterprise applications in the cloud and on-premises. Designed to facilitate the easy integration of diverse systems, regardless of the different technologies they use, MuleSoft stands out for its robust API-led approach to connectivity. This technical article delves into the intricacies … Read more
Salesforce Screen Flows and OmniScripts are both powerful tools used within the Salesforce ecosystem to create guided, interactive processes that enhance user experience and streamline complex workflows. Despite serving similar purposes, they originate from different parts of the Salesforce platform, with Screen Flows being a core Salesforce feature and OmniScripts part of the OmniStudio toolkit … Read more
Salesforce OmniStudio, initially developed by Vlocity, is a suite of tools designed to help businesses deliver industry-specific solutions within the Salesforce platform. It was acquired by Salesforce and rebranded as OmniStudio. This acquisition allowed Salesforce to enhance its offerings with deeper and more industry-focused functionalities, particularly in sectors like healthcare, media, government, insurance, and utilities. … Read more
When integrating Salesforce with external systems or allowing it to make callouts to external web services, Remote Site Settings play a critical role in defining trusted URLs for outbound communications. Here’s a comprehensive guide to understanding and managing Remote Site Settings in Salesforce. What are Remote Site Settings? Remote Site Settings in Salesforce are configurations … Read more
Salesforce offers powerful tools to integrate with other platforms and services. Two of these tools are Named Credentials and Connected Apps. In this tutorial, you’ll learn what each of these is, when to use them, and see practical examples. 1. Named Credentials What are Named Credentials? Named Credentials are a safe and secure way to … Read more