La fusion des deux environnements CRM, c’est un peu comme tenter de réunir deux familles avec leurs habitudes, leurs histoires… et leurs petites manies. Si l’on ne prend pas …
CRM : pourquoi votre organisation freine vos projets (et comment la faire évoluer)
On parle souvent de roadmap, de priorisation, de backlog… Mais si les projets CRM n’avancent pas, ou avancent mal, ce n’est pas toujours un problème de process.En réalité, c’est …
Dette technique sur Salesforce : pourquoi il est urgent d’agir
Elle ne fait pas de bruit, ne plante pas tout d’un coup, et n’est jamais urgente sur le papier. Et pourtant… la dette technique Salesforce est l’un des freins …
Better Salesforce Formula Editor : une application pour booster vos formules
Les extensions Chrome offrent à de nombreux admins, dont moi, de nombreuses fonctionnalités bien pratiques pour booster leur quotidien et fluidifier leur expérience dans la configuration Salesforce. Aujourd’hui je …
Configuration du Prompt Builder dans Einstein Generative AI : un guide pratique pour améliorer vos interactions
En tant qu’administrateur Salesforce, il est essentiel d’exploiter pleinement les capacités des outils avancés tels qu’Einstein Generative AI, et plus particulièrement le Prompt Builder. Ce dernier permet de personnaliser et …
Les permissions sets, incontournables dans la gestion des habilitations
Aussi fondamentales que le choix du modèle de données ou le design des processus métiers, les perm sets et la gestion des habilitations sont pourtant incontournables. Par habilitations, j’entends …
octobre 2024
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