I recently wrapped up a course for Pluralsight about “Salesforce Einstein: The Big Picture”. By the end of the course, I identified key areas where special attention could bring about success. Here are four specific tips and resources on preparing for your own success. #1 – Get Your Data in Order High quality data is crucial for the Einstein engine. Issues like missing records, duplicate entries, and inconsistent data standards can cause problems. It’s important to regularly review and update data to prevent inaccuracies.  Identifying low quality data can be done using the free Data Quali ..read more

It’s understandable if you feel overwhelmed by all the AI information hitting you right now. Even though Salesforce Einstein has been around since 2016, the attention towards it lately has increased exponentially. And since 2016, Einstein has evolved and added a lot more products. You might be feeling anxious about catching up?!? Don’t worry. If you’re ready to dive into Einstein, but not sure where to start, I released a course on Pluralsight called, “Salesforce Einstein: The Big Picture“.  This course will look at all the AI-based products Salesforce provides and offer tips for success ..read more

Salesforce contains a wealth of customer data that needs proper security. Companies have to worry about common cyber attacks, along with laws and regulations that demand compliance. You may have heard of HIPAA, but what about the GDPR, PII, PCI, COPPA, or CPPA? Protecting sensitive Salesforce data is an ongoing and multifaceted task. The level of protection varies by company. The first line of defense is always field and object-level permissions, along with the Salesforce Sharing Model. You can learn more about those in my Security Series. Here are 5 additional methods to specifically help pro ..read more

I just passed the Salesforce Certified AI Associate exam. The exam is only 40 questions and costs only $75 US Dollars, so why not? Of all the Salesforce certification tests I have taken, this was honestly the easiest. But, you should still prepare. As long as you use this Trailhead Trailmix, you should be fine. I went through the majority of the trailmix. The Modules are good, but I suggest making sure you review these docs specifically: What is Generative AI Generative AI Guidelines Generative AI Glossary Salesforce Trusted AI Principle AI Ethics Maturity Model Is your Data AI-Ready Data Man ..read more

The big news at this year’s Dreamforce was the prominence of AI across the Salesforce platform. AI is not new to Salesforce, but soon it will be baked into almost every product through the Einstein 1 Platform. The core of this is the new Einstein One Copilot, which will function as a personal assistant in nearly all Salesforce apps including Sales, Service, Marketing, Commerce, Tableau, MuleSoft, and Canvas. At Dreamforce, Salesforce indicated that most Einstein One features will be generally available (GA) in the first quarter of 2024. Check out this link for a Salesforce cheat sheet on prici ..read more

Generative AI. ChatGPT. Large Language Models. Heard of them? Unless you have been living in a cave the past 6 months, you likely have. But, what does all that mean for Salesforce? OpenAI released two API’s earlier this year. Since then, there has been an explosion in new products that can create new data or content based on patterns from existing data. To begin with, Salesforce has a research division centered around AI. And like many tech companies they announced a partnership with OpenAI. The result? Einstein GPT Einstein GPT was released in March 2023. Users can use simple sentences to cr ..read more

The Problem This week, Krebs Security posted how sensitive customer data was exposed on several Community sites. This included a Bank and even a Washington DC Health Community. Ouch! How did this happen? One can only guess. But, it was likely due to ignorance on the part of the people setting up the Community. Salesforce security is multi-layered and can be used to tightly secure data. But, it can also be configured incorrectly. This is especially true when it comes to public facing websites such as Salesforce Communities. Or, Experience sites as they are now called. You see, Experience/Commu ..read more

Do you know about Lightning Aura Components? These are still a part of Salesforce, and even though they’re not as popular as they once were, they’re still important. I work for a company that uses them a lot, and we don’t want to change them. This is because the newer version called LWC can’t do everything that Aura components can. In the past months, I’ve been busy working with Aura components. I’m not upset about it. In fact, I enjoy the challenges my job brings. I think working with Aura components is fun, and I like solving problems with them. But, I’ve noticed there aren’t many resources ..read more

If you have to support a Salesforce org, you will undoubtedly be faced with this question eventually. Why can’t a Salesforce user delete a certain record? Most people will understandably think of permissions. These are not the only things to consider. There is also Record Sharing. If you want to learn more about that, I suggest you check out this post about Record Sharing. Salesforce security is multi-layered and rarely enforced by only one of those levels. They work together to restrict and then open up access. You might want to check out the Salesforce Certified Sharing and Visibility Design ..read more

I have had a few people ask me this question and I think it is a good one, so I wanted to answer it in a post. First of all, for anyone not sure what the difference is between Aura and LWC, you might want to checkout this post I did. As for the answer….wait for it…..It depends. It depends on: How experienced you as a Developer or Admin with JavaScript and HTML5? If you are very experienced and have even done work with React or Angular, then I would suggest starting with LWC’s. How experienced are you with modern JavaScript or HTML5 or modern development tools such as Visual Studio Code, Comma ..read more