Author: Martin

How to edit what fields appear on Community Experience Builder?

Reddit Salesforce Community https://imgur.com/a/VuBZM1X I'd like to change some fields that are available for the "Create Case Form" component, but I don't see where do to that. Where is this done? Thanks! submitted by /u/Mcholypotato [link] [comments]

Creating an Opportunity Lookup on Flow Screen

Reddit Salesforce Community Has anyone had any success with adding a lookup in a flow screen that allows the user to search for and enter an existing Opportunity? I have been through several Salesforce help pages and can't get it…

Summer 21 Ideas Delivered

Arukus Blog Only 10 ideas have been delivered in this release. Compared to other past releases, it’s not a lot nor is the point total as big at a total of only 68,490. It doesn’t mean that Salesforce is starting…

Question on best practices for Custom Metadata Types

Reddit Salesforce Community I am currently building a flow that creates cases from quote lines when an opportunity closes. We are using custom metadata types to set variables for each case allowing us to make changes to any variables without…

How to design an accelerated digital transformation for HLS

Simplus by Jayneel Patel As someone who works closely with the HLS industry, it’s been interesting to hear how often people refer to “accelerated digital transformation”—a term once limited to the business and technology sector—as it spills over into the…

Data Science Interview Questions (for Tableau Consultants)

Salesforce Ben The growing prominence of Einstein and Tableau certainly suggests that analytics, data science, and business intelligence are important to where Salesforce architecture is heading. Statistics are everywhere in Data Science and the principles of statistics underlie Tableau CRM…

Teen to Trailblazer – How to Break into the Salesforce Ecosystem

Salesforce Ben My first encounter with Salesforce was during one of the first meetings I had as a Junior Web Developer back in Leeds. We were discussing building a CRM whereby I would be handling the front-end requirements. Tim –…

How Salesforce Works with iPadOS – for Admins on the Go

Salesforce Ben Apple’s iPad Pro has become increasingly laptop-like over the years with versatile IO ports, powerful hardware, an incredible touch screen display, and software that is slowly (but surely) leveraging the hardware features. iPadOS 15 brings significant upgrades –…

4 Health Insurance Customer Service Trends

Coveo Before the covid 19 pandemic, the health insurance industry was changing rapidly to meet consumer demands. The pandemic accelerated a change in service delivery, moving from in-person to remote that continues even with the vaccine rollout. This has reset…

6 Ways Your Company Can Use An Insight Panel

Coveo In our previous piece, we explained how your customer service agents could benefit from an insight panel.  From helping them find the right information faster, to knowing what a customer’s already tried so they can exhibit near-psychic skills, an…