#salesforce Profiles

[bofc2024]

Bulk Clone Profiles in Salesforce

Tired of manually cloning profiles in Salesforce?

Learn how to efficiently clone multiple profiles while preserving data integrity and saving valuable time. Discover the power of BOFC and elevate your Salesforce administration.

[sunilkhuwal]

What is the difference between Role and Profiles?

Overview We see a lot usually in our day to day that we get a question from a client along the lines of, “Can you set person X’s role to System Administrator so they can see everything?” Not only does that sentence not make sense (roles and profiles are different), it underscores how confusing Salesforce administration can be for non-technical users. Let’s start with some basic…

[pancakeke]

tried to find the backstory for the default profile photo in salesforce to see if it was really a catboy and found out they created this monster but tried to make it cute and playful by giving it a bio and making it nonbinary

[reasoningdaily]

2022 - Enterprise giant Oracle is facing a fresh privacy class action claim in the U.S.

The suit, which was filed Friday as a 66-page complaint in the Northern District of California, alleges the tech giant’s “worldwide surveillance machine” has amassed detailed dossiers on some five billion people, accusing the company and its adtech and advertising subsidiaries of violating the privacy of the majority of the people on Earth.

The suit has three class representatives: Dr Johnny Ryan, senior fellow of the Irish Council for Civil Liberties (ICCL); Michael Katz-Lacabe, director of research at The Center for Human Rights and Privacy; and Dr Jennifer Golbeck, a professor of computer science at the University of Maryland — who say they are “acting on behalf of worldwide Internet users who have been subject to Oracle’s privacy violations”.

The litigants are represented by the San Francisco-headquartered law firm, Lieff Cabraser, which they note has run significant privacy cases against Big Tech.

The key point here is there is no comprehensive federal privacy law in the U.S. — so the litigation is certainly facing a hostile environment to make a privacy case — hence the complaint references multiple federal, constitutional, tort and state laws, alleging violations of the Federal Electronic Communications Privacy Act, the Constitution of the State of California, the California Invasion of Privacy Act, as well as competition law, and the common law.

It remains to be seen whether this “patchwork” approach to a tricky legal environment will prevail — for an expert snap analysis of the complaint and some key challenges this whole thread is highly recommended. But the substance of the complaint hinges on allegations that Oracle collects vast amounts of data from unwitting Internet users, i.e. without their consent, and uses this surveillance intelligence to profile individuals, further enriching profiles via its data marketplace and threatening people’s privacy on a vast scale — including, per the allegations, by the use of proxies for sensitive data to circumvent privacy controls.

Commenting on the suit in a statement, Ryan said: “Oracle has violated the privacy of billions of people across the globe. This is a Fortune 500 company on a dangerous mission to track where every person in the world goes, and what they do. We are taking this action to stop Oracle’s surveillance machine.”

A spokesman for Oracle declined to comment on the litigation.

A couple of years ago the firm was facing class action suits, along with Salesforce, via a legal challenge to its tracking in Europe — which intended to focus on the legality of their consent to track web users, citing the region’s (contrastingly) comprehensive data protection/privacy laws.

However the European legal challenges, which were filed in the Netherlands and the U.K., have faced tough going — with a Dutch court ruling the suit inadmissible last year, because (per reports) it judged that the not-for-profit pursing the class action had failed to demonstrate it represented the alleged injured parties and so did not have legal standing. (Although earlier this year the organization behind the suit, the Privacy Collective, said it would appeal.)

The U.K. branch of the legal action, meanwhile, was stayed pending the outcome of an earlier class-action style privacy suit against Google — but last year the U.K. Supreme Court sided with the tech giant, blocking that representative action and dealing a blow to the prospects of other similar suits.

In the Lloyd v Google case, the court found that damage/loss must be suffered in order to claim compensation — and therefore that the need to prove damage/loss on an individual basis cannot be skipped — derailing the litigation’s push for a uniform “loss of control” of personal data for each member of the claimed representative class to stand in its stead.

The ruling was considered a hammer blow to opt-out class actions for privacy claims at the time — clearly throwing another spanner in the works of the Oracle-Salesforce class action’s ability to proceed in the U.K.

The challenges of litigating privacy class actions in Europe likely explain the push by digital rights experts to test similar claims in the U.S.

Oracle’s BlueKai tracks you across the web. That data spilled online

Oracle and Salesforce hit with GDPR class action lawsuits over cookie tracking consent

[onlinecoursesbylearnkarts]

Salesforce Admin Certification - Ace the Admin Exam with Coursera 

Salesforce Admin Certification ranks among the most valuable credentials in today's digital world. Professionals with this certification experience rapid career advancement and better job prospects within the Salesforce ecosystem.  

However, becoming a sfdc certified administrator requires proper preparation and quality learning resources. The Coursera Salesforce admin certification course helps candidates master core concepts and practical skills to meet the exam requirements.  

So, let's dive right in to see what tested learning strategies, preparation tips, and focus areas are available in this course that will lead candidates to successful certification.  

Leveraging Coursera's Salesforce Administrator Certification Specialization  

The Salesforce Admin Certification helps you master a series of three courses. It is perfect for potential administrators, as the program has the best combination of theory and practice: it includes 20 hands-on demonstrations that mirror real-life situations.  

Students learn key administrative skills through practical projects that include:  

Creating and managing user profiles and permission sets  

Implementing email templates and auto-response rules  

Configuring accounts, contacts, and opportunity management  

Developing custom reports and dashboards  

Building community pages and managing sandboxes  

The program's strong learning foundation combines high-quality theory content from industry experts with quizzes and exam simulators. Students get hands-on practice with important administrative tasks like role hierarchy configuration, sharing rules implementation, and data loader operations.  

Practical skills take center stage through guided exercises in data management, security protocols, and workflow automation. Students who complete all graded assignments and assessments receive a course completion certificate that proves their expertise in Salesforce administration. This well-laid-out approach helps participants build both theoretical knowledge and practical skills needed for certification success.  

Exam Day Preparation and Test-Taking Tips  

A smart combination of focused study and good time management will help you ace the Salesforce Admin exam.   

Many successful candidates use the Pomodoro Technique to study better. This technique splits your study time into 25-minute focused blocks with short breaks in between. You can maintain high concentration and avoid getting burned out this way.  

Your exam preparation should follow a clear plan:  

Create study folders with screenshots and important resources  

Organize your materials based on how much each exam section weighs  

Keep track of how well you do on practice questions  

Build connections with the Salesforce community  

Further, understanding the Salesforce Admin exam structure is also essential, as the exam has a well-laid-out format that reviews a candidate's expertise.  

Managing your time is vital during the exam. Thankfully, the practical assessments offered in this Learnkarts Salesforce Administrator course in Coursera help you practice well, as there are timers in the assessments.  

Experts suggest spending no more than 1-2 minutes on each question. Questions usually have one correct answer among several choices. Some options might seem correct but don't match best practices.  

Conclusion  

Becoming a certified Salesforce Administrator demands theoretical knowledge and hands-on practice. Coursera's specialized program teaches administrative skills through well-laid-out learning paths and practical demonstrations that cover all exam topics.  

Students get the necessary knowledge through focused study materials, practice exercises, and strategic exam preparation techniques. Moreover, the Salesforce Admin Certification Course creates career opportunities in industries of all types.  

A well-structured preparation builds ground administrative skills that go beyond passing the exam. Organizations benefit from certified administrators' expertise to maximize their Salesforce investment. These professionals advance their careers steadily in the ever-changing world of cloud computing.  

[anjali-pande98]

Hello everyone,

This is my very first post in the community and wondering where to start from.

Currently I am reading a lot about Salesforce and actively following the latest updates on the same.

So wanted to share a small piece of information with you all.

Salesforce Health Cloud is a comprehensive patient management platform designed specifically for healthcare industry. It provides healthcare professionals with a 360-degree view of patients, including their profiles, health records, timelines, and care plans.

I recently came across Cyntexa youtube channel where I found very insightful and informative video on Salesforce Health Cloud and how it can cater to the major challenges faced by a healthcare industry.

I would definitely recommend you to check it out once.

Here is the link-

[hostpyters]

Reply.io is a sales engagement platform designed to help sales teams automate and manage their outreach efforts through multiple communication channels. It aims to streamline the process of engaging with prospects and customers, thereby increasing productivity and efficiency.

Below is a detailed review of its features and functionalities:

Key Features

Multi-Channel Outreach:

Email Campaigns: Automate and personalize email sequences to reach prospects effectively.

Phone Calls: Integrates with VoIP services to facilitate direct calling from the platform, including features like call recording and logging.

Social Media: Allows outreach via LinkedIn, including automated message sequences.

SMS and WhatsApp: Supports text-based outreach through SMS and WhatsApp for more direct communication channels.

Automation and Sequencing:

Automated Workflows: Create automated workflows that sequence multiple touch points across different channels.

Conditional Logic: Use conditional steps to branch sequences based on recipient behavior, such as email opens or replies.

Task Automation: Automate repetitive tasks such as follow-ups, reminders, and updating CRM records. Personalization and AI:

Email Personalization: Use dynamic fields to personalize email content, increasing engagement rates.

AI-Powered Suggestions: AI tools provide suggestions for improving email content and outreach strategies.

Personalized Videos: Integrates with video messaging tools to include personalized video content in emails.

Integration and API:

CRM Integration: Seamlessly integrates with major CRM systems like Salesforce, HubSpot, and Pipedrive, ensuring data synchronization.

API Access: Provides API access for custom integrations and automations, allowing for greater flexibility.

Third-Party Tools: Connects with various other tools such as Zapier, Slack, and Google Apps to enhance functionality.

Analytics and Reporting:

Campaign Analytics: Detailed analytics on email open rates, reply rates, click-through rates, and more.

A/B Testing: Test different versions of emails to determine which performs better.

Team Performance: Track team performance metrics to identify areas for improvement and optimize outreach efforts.

Contact Management:

Lead Management: Centralized database for managing contacts and leads, with segmentation and filtering options.

Enrichment: Automatic data enrichment to enhance lead profiles with relevant information.

Prospect Importing: Easily import contacts from CSV files or directly from integrated CRM systems.

Pros Comprehensive Multi-Channel Outreach: Supports a variety of communication channels, providing a holistic approach to sales engagement.

Advanced Automation and Sequencing: Powerful automation features help streamline workflows and increase efficiency.

Deep Personalization: Tools for email and video personalization improve engagement and response rates.

Robust Integration Capabilities: Seamless integration with CRM systems and other third-party tools enhances data synchronization and workflow automation.

Detailed Analytics: Comprehensive reporting and analytics provide insights into campaign performance and team productivity.

Cons Complexity: The extensive features and customization options can be overwhelming for new users, requiring a learning curve to fully utilize the platform.

Cost: Pricing can be relatively high, especially for smaller businesses or startups with limited budgets.

Limited Free Tier: The free tier offers limited functionality, which may not be sufficient for more extensive outreach needs.

Reply.io is a powerful and versatile sales engagement platform that offers a comprehensive suite of tools for multi-channel outreach, automation, and personalization. Its robust integration capabilities and detailed analytics make it an excellent choice for sales teams looking to optimize their engagement strategies and improve productivity. However, the complexity and cost may pose challenges for smaller organizations or those new to such platforms. Overall, Reply.io provides significant value for businesses seeking to enhance their sales outreach and engagement efforts.

[madhukumarc]

What are some of the most important things to keep in mind when planning and executing a successful marketing campaign?

Planning and executing successful marketing campaigns requires careful thought and strategic decision-making.

In fact, there are several key factors that contribute to the success of campaigns, of which the most important ones are shared here, which significantly move the needle.

Here are the 8 most important things to keep in mind when planning and executing a successful marketing campaign:

1. Define your goals: Before launching any marketing campaign, it's crucial to clearly define your goals. What do you want to achieve?

Do you want to increase brand awareness, generate leads, or drive sales? Setting specific and measurable goals will help you stay focused and track your progress.

"Design your content for your goals and audience – not the other way around" - Wowza Media Systems

2. Know your target audience: Understanding your target audience is essential for effective marketing.

Take the time to research and analyze your audience's demographics, interests, and behaviors. 

This knowledge will enable you to tailor your messages and choose the right channels to reach them.

“Having a clear idea of your target audience lets you create more targeted work, such as a great content market fit. With a good content market fit, your prospective customers will see content that speaks directly to their needs” – FoundationInc

3. Develop a compelling value proposition: A strong value proposition is what sets your product or service apart from the competition.

Clearly communicate the unique benefits and advantages that your offering provides to customers. This will help you stand out and capture the attention of your target audience.

“Assisting your customers in understanding the benefits of your offering is pivotal for effective conversion. The key here is to focus on value—what unique advantages does your product or service provide that makes it stand out?” – Level343

4. Craft a consistent brand message: Consistency is key when it comes to marketing campaigns. Ensure that your brand message is consistent across all channels and touchpoints.

This includes your website, social media profiles, email campaigns, and any other communication platforms you use.

“Salesforce found that brands delivering a consistent experience win more loyalty from 83% of customers”

5. Choose the right channels: There are numerous marketing channels available today, ranging from traditional mediums like print and television to digital platforms such as social media and email marketing.

It's important to choose channels that align with your target audience's preferences and behaviors. 

Experiment with different channels, analyze the results, and optimize your strategy accordingly.

“Word of mouth can be the most effective marketing channel in the world but only if you offer something compelling enough to convince your existing customers to get their friends, followers, or co-workers to purchase from you as well” – Growth Hacks Weekly Newsletter

6. Create compelling content: Content is at the heart of any successful marketing campaign. Develop high-quality, relevant, and engaging content that resonates with your target audience.

This could include blog posts, videos, infographics, or podcasts. Remember to optimize your content for search engines to improve its visibility and reach.

“Developing quality content around a very specific topic may help you attract a more committed and loyal following, who relies on you to regularly deliver the content they’re seeking” – Google for Creators

7. Monitor and measure your results: It's crucial to track the performance of your marketing campaigns. 

Use analytics tools to monitor key metrics such as website traffic, conversion rates, engagement levels, and ROI.

This data will provide insights into what's working and what needs improvement, allowing you to refine your strategy for better results.

8. Continuously test and optimize: Marketing is an iterative process. Continuously test different strategies, messages, and creative elements to see what resonates best with your audience.

A/B testing can help you identify the most effective approaches and make data-driven decisions for future campaigns.

“Developing the mentality and processes for testing and adoption will equip your organization with critical skills to succeed in an industry noted for its fast pace of innovation” – MarketingProfs

Pro-Tip: Make sure your website is mobile-friendly to capitalise on search engines' requirements and increase user engagement.

“According to Smaato, people spend more time in apps than browsing the web (3 hours and 15 minutes versus 52 minutes) on their mobile phones” – Creatopy

In conclusion, planning and executing successful marketing campaigns requires a combination of strategic thinking, audience understanding, compelling content creation, and continuous optimization.

By keeping these key factors in mind, you'll be well on your way to achieving your marketing goals and driving business growth.

Here's related information that you may find helpful – How To Stay Up-To-Date With Latest Marketing Trends And Technologies [Top 5 strategies you need to be aware of].

[b2bblogsacceligize]

Next-Gen B2B Lead Generation Software Platforms to Boost ROI in 2025

In 2025, precision is everything in B2B marketing. With buyers conducting extensive research before engaging with vendors, companies can no longer afford to rely on outdated or generic tools. This is why the adoption of next-gen Lead Generation Software has surged across industries. These tools are now smarter, faster, and more predictive than ever, making them central to any modern sales and marketing strategy.

Why B2B Teams Prioritize Lead Generation Software

Today’s Lead Generation Software offers more than just contact databases or form builders. It acts as a full-scale prospecting engine, equipped with:

Advanced intent analytics to identify high-interest accounts

AI-powered outreach automation that mimics human engagement

Behavioral insights to guide nurturing workflows

CRM and MAP integrations for seamless data movement

Let’s explore the top Lead Generation Software platforms driving results for B2B companies in 2025.

1. LeadIQ

LeadIQ helps B2B sales teams prospect faster and smarter. As a cloud-based Lead Generation Software, it focuses on streamlining contact capture, enrichment, and syncing to CRM platforms.

Key Features:

Real-time prospecting from LinkedIn

AI-generated email personalization

Team collaboration and task tracking

Syncs with Salesforce, Outreach, and Salesloft

2. Demandbase

Demandbase combines account intelligence with intent data, making it a powerful Lead Generation Software for enterprise-level ABM strategies. In 2025, its AI engine predicts purchase readiness with impressive accuracy.

Key Features:

Account-based targeting and engagement

Real-time intent signals and analytics

Predictive scoring and segmentation

Integration with MAP and CRM systems

3. AeroLeads

AeroLeads is ideal for SMBs and B2B startups looking for affordable yet effective Lead Generation Software. It enables users to find business emails and phone numbers from LinkedIn and other platforms in real-time.

Key Features:

Chrome extension for live data scraping

Verified contact details with export options

Data enrichment and lead tracking

Integrates with Zapier, Salesforce, and Pipedrive

4. Prospect.io

Prospect.io provides automation-first Lead Generation Software for modern sales teams. It excels in outbound workflows that blend email and calls with analytics.

Key Features:

Multi-step email and task sequences

Lead activity tracking

Lead scoring and pipeline metrics

Gmail and CRM compatibility

5. LeadSquared

LeadSquared has become a go-to Lead Generation Software in sectors like edtech, healthcare, and finance. It combines lead acquisition, nurturing, and sales automation in a single platform.

Key Features:

Landing pages and lead capture forms

Workflow automation based on behavior

Lead distribution and scoring

Built-in calling and email tools

6. CallPage

CallPage converts website traffic into inbound calls, making it a unique Lead Generation Software tool. In 2025, businesses use it to instantly connect leads to sales reps through intelligent callback pop-ups.

Key Features:

Instant callback widgets for websites

Call tracking and lead scoring

Integration with CRMs and analytics tools

VoIP and real-time routing

7. Reply.io

Reply.io automates cold outreach across email, LinkedIn, SMS, and more. It has positioned itself as a top Lead Generation Software solution for teams focused on multichannel engagement.

Key Features:

AI-powered email writing and A/B testing

Task and call management

Real-time analytics and campaign tracking

Integration with CRMs and Zapier

8. Leadzen.ai

Leadzen.ai offers AI-enriched B2B leads through web intelligence. As a newer player in the Lead Generation Software space, it’s earning attention for delivering verified leads with context.

Key Features:

Fresh business leads with smart filters

Enriched data with social profiles and web signals

API support for real-time data syncing

GDPR-compliant lead sourcing

9. Instantly.ai

Instantly.ai is focused on scaling email outreach for demand generation. It positions itself as a self-optimizing Lead Generation Software platform using inbox rotation and performance tracking.

Key Features:

Unlimited email sending with smart rotation

Real-time inbox health and deliverability checks

AI copy testing and reply detection

CRM syncing and reporting dashboards

10. SalesBlink

SalesBlink streamlines the entire sales outreach workflow. As a holistic Lead Generation Software, it covers lead sourcing, outreach automation, and pipeline management under one roof.

Key Features:

Cold email + call + LinkedIn integration

Visual sales sequence builder

Email finder and verifier

Real-time metrics and team tracking

How to Evaluate Lead Generation Software in 2025

Selecting the right Lead Generation Software is not just about feature lists—it’s about alignment with your business model and sales process. Consider these questions:

Is your strategy inbound, outbound, or hybrid?

Do you need global data compliance (e.g., GDPR, CCPA)?

How scalable is the tool for larger teams or markets?

Does it support integration with your existing stack?

A platform that integrates seamlessly, provides enriched data, and enables multi-touch engagement can significantly accelerate your pipeline growth in 2025.

Read Full Article:  https://acceligize.com/featured-blogs/best-b2b-lead-generation-software-to-use-in-2025/

About Us:

Acceligize is a leader in end-to-end global B2B demand generation solutions, and performance marketing services, which help technology companies identify, activate, engage, and qualify their precise target audience at the buying stage they want. We offer turnkey full funnel lead generation using our first party data, and advanced audience intelligence platform which can target data sets using demographic, firmographic, intent, install based, account based, and lookalike models, giving our customers a competitive targeting advantage for their B2B marketing campaigns. With our combined strengths in content marketing, lead generation, data science, and home-grown industry focused technology, we deliver over 100,000+ qualified leads every month to some of the world’s leading publishers, advertisers, and media agencies for a variety of B2B targeted marketing campaigns.

Read more about our Services:

Content Syndication Leads

Marketing Qualified Leads

Sales Qualified Leads

[andrewbgould]

5 Things Every New Salesforce Admin Should Know.

So… you just became a Salesforce Admin? First of all—congrats! 🎉 Second—buckle up. You’ve just entered one of the most powerful, versatile, and occasionally overwhelming platforms out there.

Whether you're feeling excited, confused, or straight-up panicked (been there!), here are 5 things I wish someone had told me when I started my admin journey. These tips will save you from frustration, earn you instant respect, and set you up to actually thrive in your role.

Learn the Data Model Like It’s a Map to Hidden Treasure 🗺️ Salesforce is built around data—objects, fields, and relationships. If you don’t understand how they connect, everything feels random.

Standard Objects = Salesforce out-of-the-box (Accounts, Contacts, Opportunities)

Custom Objects = Built for your unique org needs

Relationships = How data is connected (and what it means when you change it)

🔍 Pro Tip: Open up Schema Builder and explore it like you’re in a video game. It makes the abstract stuff visual and clickable, and it helped me connect the dots FAST.

Permissions Are Where the Chaos Begins (or Ends) 🔐 It’s not just “can a user log in?” It’s what can they see, do, or accidentally delete?

Profiles: Define basic access

Roles: Define what records users can see

Permission Sets: Give extra powers (without turning your org into a security nightmare)

🛑 Lesson Learned: One time I gave someone too much access and they deleted 200 records thinking it was a test environment. Now I use Permission Sets very carefully.

Flows Are the Future—But Test Before You Impress ⚙️ Automation is amazing until it breaks… everything.

Flows are your best no-code friend (goodbye, old Workflow Rules)

Automate tasks, send emails, update records—all without writing a line of code

⚠️ Warning: Automating everything sounds cool until you forget to test and realize you just updated 3,000 records incorrectly. Use Sandbox. Always.

Reports & Dashboards = Instant “You’re a Genius” Moments 📊 The fastest way to win love from your team? Build them a dashboard that answers a question they didn’t even know they had.

Use custom report types to unlock the data people really want

Group your reports like a story, not just a spreadsheet

Make your dashboards visual, not just “boxes with numbers”

💡 Real Talk: My first dashboard got shown in a leadership meeting. I had no idea. That was the day people stopped calling me "just the CRM person" and started calling me "the one who makes things actually make sense."

Trailhead Is Basically the Netflix of Salesforce—But Educational 🧩 Trailhead isn’t just another boring training site. It’s gamified, hands-on, and low-key addictive. You can earn badges, show off your skills, and actually get certified.

🔥 Start here:

Admin Beginner Trail

Flow Basics

🎓 Bonus: Once you’re ready, go for the Salesforce Admin Certification (ADM-201)—it’s your golden ticket.

Final Thoughts: You’re Not “Just the Admin”—You’re the Heart of the Org ❤️ Being a Salesforce Admin isn’t just clicking buttons or resetting passwords. You’re literally the person who keeps data clean, processes efficient, and users productive. You're the connector between technology and people.

Some days, you’ll feel overwhelmed. Others, you’ll feel like a wizard.

But every day, you’re learning a skill set that companies desperately need.

✨ Quick Checklist for New Admins: ✅ Explore Schema Builder ✅ Learn Profiles vs Roles vs Permission Sets ✅ Play with Flows (in Sandbox!) ✅ Build a dashboard that answers one big question ✅ Earn your first Trailhead badge

Tag a new Salesforce Admin and share this with them. We’ve all been there—and the journey is so much better when we help each other out.

Let’s grow together. 🌱

[bofc2024]

Export Bulk Profiles in Salesforce

Elevate your Salesforce administration with this in-depth guide on exporting multiple profiles within few clicks. Learn how to efficiently manage your organization's user profiles, saving valuable time and reducing the risk of errors. Discover how BOFC simplifies profile management, empowering you to focus on driving business success.

[dreamstelit]

Looking to Hire a Salesforce Cloud Service Provider? We Can Help

Hire Salesforce Cloud Service Provider with Dreamstel Technologies to experience all the features of Marketing cloud. Beyond Sales and Service, The Marketing Cloud lets businesses design and execute personalized marketing campaigns, driving engagement and building customer loyalty. Salesforce Marketing Cloud is a unified platform where businesses can perform all their marketing related activities. It helps in unifying data from different sources to create a single, comprehensive customer profile. This collective data allows real-time customization, data-driven analytics and improved decision-making for all customers. In short, Salesforce Marketing Cloud makes it easy for departments to work together with a unified data platform.

[altdigitaltechnologies]

Top Platforms Enterprises Are Switching to in 2025

A Strategic Look at What’s Powering the Next Wave of Digital Transformation

According to our further move into 2025, the enterprise technology sphere is massively changing. Companies do not expect to be content anymore with the legacy platforms that provide inflexible silo solutions. They are instead going to the latest, cloud-native, artificial intelligence-enriched platforms that drive agility, scale, and customer-centric innovation.

We at Alt Digital Technologies are partnering with progressive businesses that are transitioning through this transformation. In our experience in the industry, these are the best platforms to which organizations are currently migrating in 2025, and the reason why these platforms are taking the lead.

1. commercetools – The Rise of Composable Commerce

With monolithic eCommerce systems starting to display their weakness, companies are turning toward commercetools, due to its headless/ API-first features. It provides the opportunity to create unique storefronts, connect new services fast, and provide their customers with omnichannel experiences.

Why enterprises are switching:

True composability for rapid experimentation

Seamless integration with CMS, ERP, CRM

Ideal for global commerce scalability

Alt Digital Insight: As a team of commercetools experts, we are supporting brands in starting to move beyond out-of-the-box eCommerce designs to more tail objet-oriented, top-performing digital shops.

2. Salesforce Industries (Vlocity) – Personalized Engagement at Scale

Salesforce still defines the CRM sector, but it is its industry cloud products (such as Vlocity) that are attracting the attention of big enterprises in 2025. Whether in financial services or telecom, they provide domain capabilities that are deeply coupled with the power of Salesforce data and AI.

Why it’s trending:

Industry-tailored data models and workflows

Built-in AI for guided selling and service

Faster time-to-market for CX innovations

Alt Digital Insight: Our area of expertise is to tailor Salesforce Industries so that businesses can get the most out of automation, compliance, and personalization of customers.

3. Adobe Experience Platform (AEP) – The Experience Data Powerhouse

Adobe Experience Platform is gaining some popularity as the customer data serve as the foundation of the marketing and CX strategies. AEP is a point where data of various sources can be centralized, subject to real-time intelligence, and drives continuous customer smooth, personalization.

Why it’s rising:

Unified customer profiles with real-time updates

Integration with Adobe Campaign, Target, and AEM

Scalable AI-driven personalization

Alt Digital Insight: We are an Adobe Experience Cloud partner. This is why we assist brands in unleashing the full power of AEP transforming disjointed data into linked experiences.

4. SAP S/4HANA Cloud – The New Core of Digital ERP

The ease of doing business, its intelligent automation, and real-time analytics are fast decommissioning legacy ERP systems in favor of SAP S/4HANA Cloud. Later in 2025, S/4HANA is being migrated by many large enterprises in their digital core transformation.

Why it matters:

Real-time data for faster decisions

Embedded AI for predictive insights

Seamless integration with supply chain, finance, HR

Alt Digital Insight: We also use custom workflows to support the needs of larger enterprises, and our ERP experts can make the migrating to S/4HANA effortless.

5. ServiceNow – Reimagining Digital Workflows

Companies are putting on ServiceNow to automate and streamline the mundane workflows inside and outside. ServiceNow has end-to-end visibility and efficiency, supplemented by a strong low-code platform, in all aspects of IT operations, customer service and beyond.

Why it’s winning:

Unified platform for ITSM, HR, and CX operations

AI-powered automation and workflow orchestration

Scalable for global enterprise needs

Alt Digital Insight: We also enable clients to digitize their operations and diminish friction in business processes with the help of modular capabilities of ServiceNow.

6. Microsoft Power Platform – Low-Code Revolution in Action

As digital agility has become a central enterprise objective, Microsoft Power Platform (Power BI, Power Apps, Power Automate, and Power Virtual Agents) is allowing citizen development in ways it has never been done before.

Why it’s popular:

Democratizes app development across teams

Strong integration with Microsoft 365 and Azure

Speeds up automation and data visualization efforts

Alt Digital Insight: We help organizations develop enterprise level apps and workflows to help them move faster with making decisions and to make them less manual.

7. Kubernetes & Cloud-Native Ecosystems (AWS, Azure, GCP)

Digital transformation is based on cloud-native infrastructure. Businesses are adopting Kubernetes and AWS, Azure, and Google cloud services to construct scalable, resilient, and modern applications architecture.

Why it’s foundational:

Enables microservices, containerization, and CI/CD

Greater scalability, cost-efficiency, and uptime

Supports innovation velocity with DevOps best practices

Alt Digital Insight: Our cloud engineering and DevOps professionals assist companies to modernize existing systems and enable businesses to run scalable and safe solutions.

Final Thoughts: The Shift Is Strategic, Not Just Technological

Not only do all these platforms possess superior technology, but they also have something in common, which is business agility, data intelligence, and user-centered design. They are not only implementing tools, but they are creating digital ecosystems that can change with their customers and markets.

We not only implement things at Alt Digital Technologies, but we are partners in transformation. Whatever the force to change the platform to the headless commerce model, unleash the potential of AI in CRM, or re-architect your data layer, our expertise is comprehensive to ensure your platform shift turns out to be a success.

[salesforcesblog]

🌍 Enhancing Data Integrity for Impactful Change: How a Global Nonprofit Streamlined 3.6 Million Records

At Astreca, we believe that great missions deserve great data.

That’s exactly what we helped a global environmental nonprofit achieve—turning their fragmented, duplicate-ridden contact database into a clean, actionable, and efficient system that powers global environmental advocacy.

🚨 The Challenge When you’re managing millions of contacts, data chaos can hold you back. This nonprofit faced:

Duplicate contacts confusing outreach

Missing or inconsistent demographic info

No standard rules for phone numbers, addresses, or merging logic

Orphaned accounts post-merge cluttering the system

A need to process 3.6 million records with accuracy

📊 The Astreca Solution We implemented an advanced, automated data integrity framework that:

✅ Flagged duplicates using a unique identifier ✅ Prioritized gender over DOB for accurate matches ✅ Applied smart logic to select master records ✅ Standardized address formats and phone number handling ✅ Identified and merged orphaned accounts ✅ Consolidated related interactions into a single contact profile

The result? A clean, unified, and high-integrity database that empowered the nonprofit to communicate more effectively and confidently with its global supporters.

👉 Explore the full case study here: 🔗 https://astreca.com/case-studies/enhancing-data-integrity-environmental-nonprofit/

📣 Why This Matters: When your data is accurate, your message is stronger. Clean data = better engagement, smarter decisions, and deeper impact—especially for mission-driven organizations.

If your team is struggling with data chaos or CRM inefficiencies, we’d love to help.

📩 Let’s talk: Contact us

#DataIntegrity #Salesforce #NonprofitTech #DataManagement #Astreca #MarketingAutomation #CRM #EnvironmentalImpact #CustomerSuccess

[getoncrm-salesforce-insights]

From Code to TDX Champion: Agentforce in Slack

The rise of conversational AI in enterprise tools isn’t a concept anymore—it’s real, and it’s happening in Slack. At GetOnCRM, we took that idea and built something powerful: Agentforce, an intelligent Slack assistant powered by Salesforce services.

This wasn’t just an internal tool. It became a game-changer at Salesforce TDX 2025, where Agentforce earned the award for Best Use of Slack. Why? Because it connects Salesforce Data Cloud, Flows, Apex, and Slack SDK into one seamless experience. From checking customer profiles to viewing real-time updates—everything runs in Slack through natural conversation.

Agentforce is more than a demo. It's proof that AI-powered Salesforce integrations can simplify workflows, boost productivity, and scale across teams—whether in healthcare, finance, or retail. Built on the Atlas Reasoning Engine and secured by Salesforce’s Trust Layer, it delivers context-aware results without compromising compliance.

👉 Want to learn how we built it and what made Agentforce a ₹15 lakh TDX winner?

[testforce-insights]

How AI Is Redefining Salesforce Testing in 2025

Let’s be real—Salesforce Testing is no walk in the park. With three seasonal releases, endless configurations, and multiple user roles to juggle, testing Salesforce is like chasing a moving target. But here’s the good news: AI is no longer the future—it’s the now. And in 2025, it's completely transforming how teams approach testing.

At Provar, we’ve been riding the wave of AI innovation, especially when it comes to Salesforce automation. The goal? To make your test cycles smarter, faster, and less stressful. In this blog, we’ll break down how AI is shaking up Salesforce Testing, what that means for your team, and how Provar is helping customers adapt and thrive in this new landscape.

🚀 Why Traditional Salesforce Testing Struggles to Keep Up

Before we dive into AI’s role, let’s quickly look at why traditional testing approaches hit a wall—especially in a fast-moving Salesforce environment.

❌ Manual Testing Takes Too Long

Even with a small Salesforce org, testing every workflow manually is a time sink. Multiply that by different user roles, complex automations, and multiple browsers, and you’ve got a QA nightmare.

❌ Test Coverage Is Often Incomplete

You may think you're testing everything—but are you really? Without intelligent test design, critical paths are often overlooked.

❌ It’s Hard to Scale Testing With Agile Teams

More frequent releases mean more testing cycles. If your team can’t keep up, bugs slip through and quality suffers.

And this is exactly where AI steps in.

🤖 So, What Does AI Actually Do in Salesforce Testing?

Glad you asked. Here’s a breakdown of how AI is changing the testing game in 2025:

Test Case Generation AI can auto-create tests based on metadata, past user behavior, or user stories. ✅ Why it matters: Saves time and fills in coverage gaps effortlessly.

Risk-Based Testing Identifies the highest-risk areas in your Salesforce org and prioritizes them for testing. ✅ Why it matters: Keeps your focus on what matters most and reduces surprises in production.

Predictive Analysis Detects patterns from previous test results and recommends future improvements. ✅ Why it matters: Helps prevent repeat failures and boosts long-term quality.

Self-Healing Tests Automatically updates or fixes broken tests when UI elements change. ✅ Why it matters: Reduces maintenance headaches and keeps test suites stable.

Natural Language Processing (NLP) Enables test creation using simple, plain English instead of code. ✅ Why it matters: Makes test automation accessible even for non-technical users.

🧠 Provar AI in Action

At Provar, we’re all about helping you work smarter, not harder. Our AI-powered features are designed specifically with Salesforce in mind, meaning they’re tailored to how the platform actually works—not just generic testing logic.

🛠 Smart Test Plan Creation

Provar AI can suggest full test plans by analyzing your Salesforce environment. It looks at custom objects, workflows, Apex code, and even recent change history to prioritize test cases.

⚙️ Intelligent Test Design

No need to handwrite every test. With Provar, you can auto-generate test cases from user stories or requirement documents, then refine them with Provar’s intuitive interface.

📈 Risk Mitigation and Impact Analysis

AI identifies areas most likely to break after an update, so your team can focus on high-risk, high-impact areas first. This is critical when dealing with Salesforce’s regular release schedule.

🧪 Self-Healing Automation

Tests failing due to UI changes? Not a problem. Provar AI can adapt to changes in locators, page layouts, and even underlying DOM structures—so you don’t have to manually fix everything after every deployment.

💡 Real-World Example: How AI Saves Time in a Sprint

Let’s walk through a quick example:

Scenario: A mid-sized company has a custom quote generation workflow in Salesforce, with multiple user profiles and conditions.

Without AI:

QA spends 4 days manually creating and updating test cases

Misses edge cases because of human error

Regression testing delays deployment

With Provar AI:

Suggested test plans are generated in minutes

Risk-based prioritization focuses on the custom quote logic

Self-healing tests reduce maintenance time post-deployment

💥 Result? Testing time cut by 60%, and deployment happens two days earlier than expected. Plus, fewer bugs reach production.

🔄 Continuous Testing Meets Continuous Intelligence

In 2025, AI isn’t just a tool—it’s part of your strategy. Especially with CI/CD pipelines, automated testing isn’t just about speed. It’s about quality feedback, and AI enables this at scale.

Here’s how AI supports continuous Salesforce Testing:

Detects risk areas every time new code is committed

Suggests tests to run automatically

Integrates with tools like Jira and GitHub for smart reporting

Analyzes trends across releases to improve future cycles

If you're already running CI/CD, Provar makes it easy to integrate AI-powered testing right into your workflow. And if you're not? We help you get there.

🧩 How Salesforce Testing Has Evolved (Thanks to AI)

Let’s pause and appreciate how far we’ve come. Here’s a quick side-by-side look at the before vs. after of AI in Salesforce Testing:

Then: Manual test scripts Now: Auto-generated cases powered by AI

Then: Reactive defect finding Now: Predictive issue detection before they become problems

Then: Static test suites Now: Adaptive, self-healing tests that adjust on the fly

Then: Limited coverage Now: Risk-prioritized test plans that target what matters

Then: Weeks to update for releases Now: Hours to adjust with AI assistance

And this is just the beginning.

🌐 Why AI Is a Game-Changer for Complex Orgs

If your Salesforce org is growing, or if you're in a regulated industry, testing gets complicated fast. With AI:

Healthcare teams can prioritize patient-critical workflows

Finance orgs can ensure compliance by auto-auditing flows

Retail teams can test promotions and checkout flows in real-time

Basically, AI brings scalability, insight, and speed—all things your growing team desperately needs.

🔗 Where Salesforce Testing Fits In

Whether you're using AI or just starting your automation journey, having a solid foundation in Salesforce Testing is key.

👉 Learn more about how Provar supports Salesforce Testing with robust, intelligent automation at https://provar.com/salesforce-testing/

Our platform is purpose-built for Salesforce—which means your tests aren't just fast, they’re smart, reliable, and ready to scale.

🏁 Conclusion: Let AI Do the Heavy Lifting

The future of Salesforce Testing is already here—and it’s powered by AI. By reducing manual effort, improving accuracy, and adapting to change, AI is helping teams move faster and release with confidence.

And Provar is leading the way.

If you’re looking to build a more scalable, intelligent QA process for your Salesforce org, we’re here to help. From smarter test design to self-healing automation, our AI-driven platform is built to grow with you.

Ready to see AI in action? Explore our Salesforce testing solutions and start redefining your own test strategy with Provar.