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Reverse-engineer the shadow spreadsheet: turn the Excel your team still uses after go-live into a backlog
juanma_garrido_1974 profile

Reverse-engineer the shadow spreadsheet: turn the Excel your team still uses after go-live into a backlog

#salesforce #erp #python #productivity
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3 min read
Before an AI agent automates your sales process, mine how it really runs: Salesforce OpportunityHistory and pandas
juanma_garrido_1974 profile

Before an AI agent automates your sales process, mine how it really runs: Salesforce OpportunityHistory and pandas

#salesforce #python #ai #datascience
Comments
3 min read
Salesforce Custom Metadata Types vs Custom Settings: Which One to Use and When
rohanmehta profile

Salesforce Custom Metadata Types vs Custom Settings: Which One to Use and When

#salesforce #tutorial #apex
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3 min read
Fixing Salesforce Governor Limit Errors in Apex Triggers
sanya_mittal_a509a2c50a2d profile

Fixing Salesforce Governor Limit Errors in Apex Triggers

#salesforce #100daysofcode #crm #mulesofthackathon
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4 min read
Three systems, three numbers: write a metric contract before you put an AI agent on your CRM and ERP
juanma_garrido_1974 profile

Three systems, three numbers: write a metric contract before you put an AI agent on your CRM and ERP

#salesforce #erp #ai #database
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3 min read
How to check record counts and parent relationships after a Salesforce load
richardc_ailstudio profile

How to check record counts and parent relationships after a Salesforce load

#salesforce #datamigration #productivity #soql
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6 min read
Salesforce Koa Explained: A CRM Reasoning Model Built for Agentforce
rohanmehta profile

Salesforce Koa Explained: A CRM Reasoning Model Built for Agentforce

#salesforce #ai #tutorial
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3 min read
Before you estimate an ERP or CRM implementation, trace one real order to cash
juanma_garrido_1974 profile

Before you estimate an ERP or CRM implementation, trace one real order to cash

#erp #salesforce #productivity #management
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3 min read
Hire Dedicated Salesforce Developer Talent That Treats Connected Apps as Risk
rio_albert profile

Hire Dedicated Salesforce Developer Talent That Treats Connected Apps as Risk

#salesforce #developer #ai #coding
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7 min read
How to check that a Salesforce Data Export is complete before you migrate
richardc_ailstudio profile

How to check that a Salesforce Data Export is complete before you migrate

#salesforce #datamigration #productivity
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5 min read
How to group Data Loader error rows after a Salesforce import
richardc_ailstudio profile

How to group Data Loader error rows after a Salesforce import

#salesforce #dataloader #csv #tutorial
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4 min read
Check a Salesforce Contact export after a load: orphans, duplicate External IDs, and picklist mismatches
richardc_ailstudio profile

Check a Salesforce Contact export after a load: orphans, duplicate External IDs, and picklist mismatches

#salesforce #csv #soql #tutorial
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6 min read
Salesforce Flow: wait for a follow-up request before creating a sales task
juanma_garrido_1974 profile

Salesforce Flow: wait for a follow-up request before creating a sales task

#salesforce #automation #tutorial
Comments
4 min read
ERP and CRM implementations rarely fail because of the software
juanma_garrido_1974 profile

ERP and CRM implementations rarely fail because of the software

#salesforce #erp #crm #leadership
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2 min read
Your AI agent is a while loop. Your company's approval policy is not
juanma_garrido_1974 profile

Your AI agent is a while loop. Your company's approval policy is not

#ai #salesforce #agents #architecture
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3 min read
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