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Email to Case - Retail and Business Bank

Process Flow: Solution to implement the Email-to-Case functionality, ensuring seamless identification of customers from both Retail Org and Business Banking Org with case creation in the Retail Org. The goal is to unify customer identification across both orgs and create cases with accurate account information in the Retail Org.

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Local Dev (beta) feature, announced at Dreamforce 2024, is set to revolutionize Lightning Web Component (LWC)

⚡️ Big news for Salesforce developers! The Local Dev (beta) feature, announced at Dreamforce 2024, is set to revolutionize Lightning Web Component (LWC) development by significantly speeding up the workflow.Here’s what you need to know:🛠️ Real-time Preview: No more waiting to deploy and refresh—just save your code and see the changes instantly.⏳ Boost Productivity: Save 3–10 seconds per update,…

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Email to Case (Retail and Business Bank) using Salesforce Cross Org Connector

Solution to implement the Email-to-Case functionality, ensuring seamless identification of customers from both Retail Org and Business Banking Org with case creation in the Retail Org. Solution Overview:•Retail Org: Where the Email-to-Case functionality will reside, and cases will be created.•Business Banking Org: Where customer and account data will also be searched to identify incoming…

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Salesforce Summer 24: Tab Visibility Settings on Lightning Pages

In Summer ’24 release, tabs are finally getting the recognition they deserve! Salesforce Admins can now breathe a sigh of relief as individual tab visibility criteria become a reality, marking a significant milestone in addressing community feedback and enhancing user experience. This empowers administrators to tailor tab access based on user roles, seamlessly leveraging the Set Component…

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Salesforce Summer 24 : User Access Summary

Salesforce Summer 24: User Access Summary – User Access also gets a summary view. Setup -> Users -> Choose a User-> View Summary View a summary of User Permissions, Object Permissions, Field Permissions, Customer Permissions, Public Group Membership, and Queue Membership all on a single screen! This will be great to root out those hidden access levels that are otherwise difficult to find or…

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Visibility Rules on Individual Tabs! - Salesforce Summer 24 Updates

🎉 Prepare to elevate your customization skills with the exciting new feature coming to Lightning App Builder in Salesforce Summer ’24! 🌞 🚀 We’re thrilled to unveil a game-changing enhancement: Introducing visibility rules at the tab level! 🔍 With this update, you’ll gain the ability to apply visibility rules based on various contexts, such as records, profiles, devices, and user specifics. It’s…

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How to add reCaptcha on Salesforce Lightning Web Component

Salesforce platform puts restriction on loading JS source into Lightning Web Component directly, i.e. the magic reCAPTCHA script cannot be directly used in the component. “You can’t load JavaScript resources from a third-party site, even a CSP Trusted Site. To use a JavaScript library from a third-party site, add it to a static resource, and then add the static resource to your component. After…

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(via MuleSoft Exam Vouchers for MCD Level 1)

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MuleSoft Exam Vouchers for MCD Level 1

Make the Best Use of Free Mulesoft Exam Vouchers for MCD Level 1 before April 26th! To gain access, simply complete the MCD self-paced training, and attend an Exam Readiness session) and sit your exam before April 26, 2024. For more information on the available Exam Readiness Sessions, please ask your Salesforce Representative for access to the ‘Partner Enablement Roadmap’ where all Partner…

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Einstein Service Replies - Configuration

Salesforce Einstein Service is an advanced artificial intelligence (AI) platform developed by Salesforce. It is designed to enhance customer service and support by providing intelligent, automated responses to customer inquiries and issues. Einstein Service leverages machine learning, natural language processing (NLP), and predictive analytics to understand customer queries and generate accurate,…

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Salesforce Einstein Scoring

EINSTEIN LEAD AND OPPORTUNITY SCORING You can start by resetting the scoring data if the existing data does not suit your needs. Start by setting the scores on all opportunities in your org. By default, these are randomized numbers based on the opportunity stage. Open App Launcher and type EMC on the Quick Find box. Click on EMC2 Next, click on Einstein Scoring. At this point, you have many…

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Sales Cloud - Einstein Configuration

Sales Emails empower busy sales reps to move quickly and expand deals through personalized and informed email content. Use Generative AI to automatically craft relevant and personalized Emails for Leads and Contacts in Salesforce.The following steps will help you to enable and configure Sales Emails in your SDO:First, navigate to Setup by clicking on the Gear icon and search Einstein for…

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Salesforce Einstein Copilot

Einstein Copilot: Elevating Productivity and Customer Relationships Einstein Copilot stands out as a trusted assistant due to its foundation in your company’s distinct data and metadata. This deep integration enables Einstein Copilot to gain profound insights into your business operations and customer connections, resulting in more accurate and relevant responses. Embedded seamlessly within…

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Salesforce Prompt Builder | Salesforce GENAI

Introducing Prompt Builder: Elevate Productivity and Trust in Salesforce Prompts Prompt Builder is your key to unlocking enhanced Salesforce out-of-the-box prompts or creating customized prompt templates that significantly boost workforce productivity within the flow of work. Here’s how Prompt Builder empowers you to create impactful prompts while maintaining data security and trust: Enhanced…

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Salesforce Prompt Builder | Salesforce GENAI

Introducing Prompt Builder: Elevate Productivity and Trust in Salesforce Prompts Prompt Builder is your key to unlocking enhanced Salesforce out-of-the-box prompts or creating customized prompt templates that significantly boost workforce productivity within the flow of work. Here’s how Prompt Builder empowers you to create impactful prompts while maintaining data security and trust: Enhanced…

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Salesforce Data Cloud

Introducing the Enchanting World of Data Cloud: Where Customer Magic Happens! Step into the realm of Data Cloud, a captivating real-time platform that weaves together the threads of customer magic like never before. Imagine a place where your customer data isn’t just information but a key to unlocking transformative insights. Let’s delve deeper into the wonders of Data Cloud and how it can…

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Salesforce - Hyperforce

Hyperforce represents the cutting-edge Salesforce infrastructure architecture designed for the public cloud. Unlike traditional hardware-based systems, Hyperforce is built upon a foundation of code, enabling the swift and dependable delivery of the Salesforce platform and applications on a global scale. This approach empowers customers with increased flexibility and control over data…