Think Like a Salesforce Architect: A SMART Framework for deciding on Page layouts, record types and dynamic forms.

Trailblazer Community Inspiration: This article was inspired by a recent Salesforce Trailblazer Community discussion on Page Layouts vs. Dynamic Forms. Rather than summarizing the responses,…

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IT Leaders & Architects — Do not Miss Salesforce MarTech Live, Philly 3/11

Remember when “marketing automation” meant scheduling emails in advance and calling it a day? Those were simpler times. AI agents are now running entire campaign…

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How To Identify, Measure Impact with Gen AI For Higher Education with a Framework

If you are a CRM, IT leader, architect working in Higher Education exploring opportunities with Gen AI, my interview with Carrie Marcinkevage and Akhil Kumar…

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Unmissable DC World Tour Sessions for Federal Agencies

If you are an IT director, Agency product owner or case/claim manager working in the service operations for the citizens, DC world tour coming up…

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How to set Salesforce admin privileges for companies to reduce risks

As a Salesforce admin, architect or CRM leader, one of the core challenges is trying to understand what is the advantage, risk in assiging all…

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How to pass Salesforce integration archiect exam in 3 attempts and a flu

If you are an admin, developer or architect who is looking to pass the integration architect exam and have been bummed by some failures, this…

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Winter 24 release features for sales, service, IT, and marketing teams in Manufacturing that help to do more, prevent problems, and generate insights

If you are a Salesforce admin, architect in Manufacturing, or business user, my blog below will help you to identify the top 2 to 3…

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Winter 24 release features for Architects that are trusted, easy, and adaptable.

If you are an architect, the well-architected framework is the guideline for salesforce solutions across the enterprise and business units. So with this framework, here…

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Dreamforce 23 session on How to Scale with Salesforce in Healthcare to level up Patient Experiences which you should attend!!

If you are a healthcare professional attending Dreamforce 23 this year, I invite you to attend my session on Leveling up the Patient Experience, which…

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Summer 23 release features for Architects which are trusted, easy, and adaptable.

If you are an architect, the well-architected framework is the guideline for salesforce solutions across the enterprise and business units. So with this framework, here…

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