Category: Salesforce
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Salesforce Agentforce Out-of-Box Agents – Complete Analysis 2025
Complete analysis of Salesforce Agentforce out-of-box AI agents including Service Agent, SDR Agent, Sales Coach, Commerce Agents, Field Service, Healthcare, and Financial Services. Covers capabilities, prerequisites, licensing, and pricing.
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Salesforce Packaging Options – A Comprehensive Guide for Enterprise Development
Deep dive into Salesforce packaging options including Unlocked Packages, Managed 2GP, Unmanaged Packages, and Org-Dependent Packages. Learn which package type fits your enterprise code distribution strategy.
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Salesforce Security Ultimate Guide
Complete guide to Salesforce security covering MFA setup, SOQL injection prevention, OAuth security, Shield encryption, and more. Includes step-by-step instructions, code examples, and checklists that even Salesforce admins can follow to protect their org from the 2025 breach wave.
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OmniScript Debugging Methods
Comprehensive guide to all OmniScript debugging methods in Salesforce OmniStudio. Covers built-in tools, browser debugging, Chrome extensions, Apex debugging, and third-party solutions.
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Salesforce CPQ – What The Future Holds When RLM is on Horizon
Salesforce CPQ is a solution for managing complex product configurations and pricing, integrating seamlessly with Salesforce environments. Key features include Product Bundles, Configuration Attributes, and Multi-Dimensional Quoting (MDQ). With the advent of Revenue Lifecycle Management (RLM), CPQ’s functionality is evolving to address subscription models and enhance revenue management efficiency.
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Moving Authenticated Orgs in Salesforce CLI from One MacBook to Another (Secure Way)
Looking to migrate your Salesforce CLI authenticated orgs from one MacBook to another without re-authenticating each org? This step-by-step guide shows how to securely export and import your sfdxAuthUrl values using the Salesforce CLI (sf or sfdx). Avoid third-party apps or risky GitHub scripts—keep your org credentials safe while setting up your new machine in…
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Talk to any PDF document using AI
Discover how to leverage OpenAI’s powerful embedding capabilities to transform your Salesforce data into insightful, actionable embeddings. This guide provides a step-by-step process, complete with code, to seamlessly integrate Salesforce data with OpenAI’s advanced AI models, unlocking new dimensions of data analysis and decision-making. We would be using Salesforce Release Notes (PDF) data in this…
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Talk to Salesforce Data Using OpenAI, Langchain & Chroma
Discover how to leverage OpenAI’s powerful embedding capabilities to transform your Salesforce data into insightful, actionable embeddings. This guide provides a step-by-step process, complete with code, to seamlessly integrate Salesforce data with OpenAI’s advanced AI models, unlocking new dimensions of data analysis and decision-making. It uses Langchain and Chroma vector database to persist embeddings
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Converting Salesforce Data into Embeddings with OpenAI and AWS Lambda
Discover how to leverage OpenAI’s powerful embedding capabilities to transform your Salesforce data into insightful, actionable embeddings. This guide provides a step-by-step process, complete with code, to seamlessly integrate Salesforce data with OpenAI’s advanced AI models, unlocking new dimensions of data analysis and decision-making.
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Automate and Conquer: How Task.json Can Supercharge Your Salesforce Development
Discover the game-changing power of Task.json in Salesforce development with Visual Studio Code (VSCode) and Salesforce DX (SFDX). Streamline your workflow, automate tasks, and boost productivity as you dive into the world of Salesforce development. Explore how Task.json simplifies development with VSCode, accelerates SFDX deployments, and ensures consistency across your team. From scratch org management…