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Duplicate records in the Salesforce^® platform can create significant challenges for a business, impacting efficiency, decision-making, and customer relationships. When AI tools, such as Agentforce or other solutions, are integrated for customer acquisition and support, these issues can be amplified.

This issue gives you Salesforce® tips and resources, as well as our latest app news, and more!

Has Rollup Helper Empowered You to Achieve Goals in Salesforce? Have Suggestions to Share? Leave a Review for a Chance to Win an Amazon Gift Card.

Salesforce Data Cloud Preparation Tools and Resources

The first step in Agentforce implementation is improving data and records across the platform—before AI begins its work.

Have you been interested in Milestones PM+ — or Salesforce project management, for that matter? Looking for an affordable way to improve task organization?

No matter how well a project is planned and executed, there are often factors beyond our control that can throw a project off course.

Without that commitment, users may not achieve, initiatives may fail, and the Admin may need to answer some difficult questions. With it, possibilities open up for the business and the Admin’s career—here’s how.

The double-edged sword of Salesforce is that you have the capability to customize it, but it can be difficult to achieve the vision you want depending on the experience of your current development team, or the technical debt residing in your org(s). Custom development projects are vital for enhancing efficiency and productivity within your organization. Don't overlook the significance of these projects, as they require a substantial investment of both time and money to do things the right way. Like most things in life, the best way to ensure success is to have the right foundations. Before hitting "start" on your next project, make sure you have all of these items in place.