Jacob Brushafer

Is Salesforce holding your team back? Standard settings can create frustrating bottlenecks for sales reps, wasting valuable time. Customizing Salesforce can help your team work up to 15% faster. Start with these quick customizations: • Custom Page Layouts and Record Types – Simplify data entry for a smoother user experience. • Quick Actions – Set up shortcuts to save clicks on frequent tasks like follow-ups. • Dynamic Dashboards – Tailor dashboards to keep reps focused on their top priorities. Ready to streamline Salesforce and keep your team focused on selling? Visit equals11.com to learn more. #SalesforceTips #StreamlineWorkflows #SalesEfficiency #BoostProductivity

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📣 #AwesomeAdmins, new Flow Builder features are here for Summer '24! Check out this blog post for information about the new Action Button (beta), improved Address components, and screen flow Repeaters (GA).

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Is your Salesforce org getting to that point where you need to review user access and security? Maybe not that familiar with permissions auditing processes? Looking for articles or apps that offer guidance?, Check out our blog article to review some native features and see why you may need better options: https://bit.ly/4ahcqLW

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Is your Salesforce org getting to that point where you need to review user access and security? Maybe not that familiar with permissions auditing processes? Looking for articles or apps that offer guidance?, Check out our blog article to review some native features and see why you may need better options: https://bit.ly/4ahcqLW

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Something that was missing previously. The new layout and links of the Salesforce modules show where each module fits in the 14 skills needed to master Salesforce.

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Interested in improving the quality of your Salesforce releases? Take this short maturity assessment and reach out. I'll personally help you take the first step on your automation journey!

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Sitting in an Apex Advanced Practices session, the answer? Use Scale Center. Cool, let me buy more products so that I can write Apex efficiently. Such as figuring out which rows are locking. C'mon, why isn't this SKU free? #df24 #dreamforce #salesforce

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Ditch the endless "how-to" questions from your Salesforce users. Ask Vic's FREE in-app guidance empowers your Salesforce by giving them quick access to interactive walkthroughs, step by step guides, & more. https://hubs.ly/Q02t55hX0

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Conner Madigan is on-site today at Salesforce SE Knowledge Day. He’s presenting to a select group about the latest features and functions of Youreka. Here's a sneak peak of what he'll be sharing with Salesforce's Solutions Engineers: 1. Fuse Integration in Salesforce Field Service: Youreka is embedded in the Salesforce Field Service Mobile app, enhancing field operations with dynamic smart forms and guided procedures. 2. Sketch Pad for Smart Forms: The new Sketch Pad feature allows you to draw and annotate directly within your forms, making idea capture and visual notes easier on the go. 3. Advanced Data Collection Capabilities: Our advanced data collection features streamline data capture and analysis, providing actionable insights and improving decision-making. Make sure to add Conner to your LinkedIn network and connect with him if you're on-site. If you have any questions or would like to learn more about our new features, please let us know in the comments or send us a message. #smartforms #ISVpartner #knowledgeday #mobileforms

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Hi Admins, need to easily audit and update profiles and permission sets in your Salesforce org? Check out our Security + Access Manager app on the AppExchange: https://bit.ly/3nGkYc8 #awesomeadmin #trailblazercommunity #salesforceadmin #applicationperfection

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Quick preview of a new series I'm making on how to get product data into Salesforce. Should be ready in a couple days https://lnkd.in/gFFPbf9N

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Do folks miss the point of "shift left" in Salesforce development? 🤔 Jon Robinson and I had a top-notch conversation about all things QA and testing on #DevOpsDiaries! Full episode out on YouTube, Spotify NOW.

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DIY Salesforce customizations can cost more than you think. Small changes may seem easy, but complex customizations often lead to broken workflows and costly downtime. Here’s how to avoid common mistakes: • Conduct a risk assessment – Know the impacts on workflows and updates before making changes. • Use sandbox testing – Catch issues early by testing changes in a safe environment. • Back up configurations – Protect your work with metadata backup tools for easy reversals if needed. Keep Salesforce working for you, not against you! Learn more at Equals11.com. #SalesforceCustomization #AvoidDIYErrors #ProtectYourCRM #SalesforceBestPractices

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The phrase "It's hard to learn consulting" makes me cringe. Consultants—Salesforce consultants included—often give people the ick. We are inundated with unethical news stories by just googling consulting scandals. Why? Personally, I think it's because of two main reasons: 1️⃣ The lack of long-term accountability for poor implementations. 2️⃣ Ignoring change management practices, which are critical for success. We tend to overlook the reality that more than 90% of problems in consulting aren't technological; they're human or psychological. 🧠 Misaligned expectations, poor communication, and a lack of understanding of specific industries are often the real culprits. How can you tell if your consultancy is in it for more than just your hard-earned money? Here are some red flags 🚩 and green lights ✅ to look out for: 1️⃣ Do they prioritize change management? 🛠️ Effective consultants know that implementing a tool is only part of the puzzle; guiding the people who use it is just as important. 2️⃣ Do they have a long-term strategy for your partnership? 🌱 Look for consultancies that offer ongoing Managed Services or plan for sustainable growth, not just a one-and-done project. 3️⃣ Do they challenge your ideas—or just agree with everything you say? 🤔 The best consultants will push back when necessary, ensuring the best outcomes for your business. (If they’re a yes-man to everything, run! 🏃‍♂️💨) And, for a bit of humor with a pinch of truth, here's a cautionary tale about consultants from a guy named Steve: https://lnkd.in/gJNXqbAR

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The list of Flow Enhancements for Summer 24 is truly impressive. This might actually be a game changer. I'm looking forward to getting some hands-on time with these improvements to see how powerful they really are. https://lnkd.in/epmTtCy2

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Ho, ho, ho... 🎅 Dreams come true! - How? - Go to Pega Blueprint https://lnkd.in/dbraPPrU - and... ? - With the recent Pega #Blueprint update the Pega Process Extender for Salesforce Lightning, in minutes you can give Salesforce users seamless access to the AI-powered workflows they need to serve customers & get work done 🧠 #PegaBlueprint #SFDC #Innovation #RealTimeOptimization #GenAI #Pega #AiPoweredWorkflows

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I'd been told that if you go to the Salesforce Partner Portal and request a Communications Cloud dev org, you could get one with RLM (I still can't say Revenue Cloud with a straight face) in it. That turns out to be fake news. You can get some of the Vlocity objects on which RLM is based, and play around with them, but it's not an RLM playground. It seems the only way to get one is still to use the Environment Hub on your partner org (which you get set up with Salesforce somehow) and request a Trial Org. You need a trial org id, which changes from time to time. I don't know which one is active now. If anyone has it, please post in the comments!

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