Agentforce Has Landed—Let’s Go!
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It’s been just over a month since the coveted Dreamforce’24 conference hosted by our friends at Salesforce. That being said, by now we’re sure this isn’t the first blog or article you might have stumbled across buzzing about the long awaited Agentforce. The wait is over, folks! As of today, Agentforce is officially generally available, […]
10 Common Salesforce Flow Mistakes Admins Should Avoid
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Building Salesforce Flows is a must for every Admin these days, but let’s be honest—nailing it perfectly on the first try? Not always the case. Mistakes are part of the process, and honestly, we believe they’re where some of the best lessons come from. In many realistic cases—trust us, we’ve asked our own team of […]
Data Migrations: Planned, Prepped, and Ready to Execute!
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You hit the ground running in your early planning stages and have a clearer view of the data migration tasks ahead—thanks to that awesome Entity Relationship Diagram (ERD) you built and shared with the team. With the data prepped, you can now move on to the actual migration into Salesforce. The data dependencies highlighted in […]
An Intro to Flows Tests: What, Why and Some Considerations
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Learn the essentials of testing Flows in Salesforce with our intro guide. Discover what Flow tests are, why they’re crucial, and best practices to ensure your automated processes run smoothly. Perfect for Salesforce admins and developers!
Prepping Your Data for a Migration
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Now that you’ve nailed down the planning stage for your upcoming data migration, it’s time to dive into the next critical step: prepping the data. How do you ensure the data is clean and ready to move? What steps are necessary to validate and prepare the data for its new home in Salesforce? Preparing the […]
The Power of Salesforce Einstein: A Highlight of Some Key Features
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We took a high-level stance on all things AI recently. It’s here and it’s not going anywhere. More specifically, AI continues to transform the landscape of customer relationship management (CRM), with Salesforce’s Einstein AI stands out as a game-changer in the world of RevOps. At Lane Four, we’ve fully embraced this technology and are excited […]
Building Effective Salesforce Flows: Considerations of Scope, Scale, and Performance
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Salesforce Flows are a powerful tool for automating business processes, but building effective Flows requires careful planning and consideration of several factors. In this blog, we’ll discuss key considerations for planning, scope, scalability, and performance to help you create efficient and effective Salesforce Flows. First, Plan How the New Automation Will Work! Before diving into […]
Navigating the Balance: Flexibility and Readiness in Business Growth
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The world of business moves at lightning speed. Today, faster than yesterday; which means you better be ready to move even faster tomorrow. Creativity is at an all-time high, and competition among business leaders is fiercer than ever. This puts businesses in a unique position: they must stay agile while also being prepared for growth. […]
Lane Four’s Director of Delivery Shares 4 Essentials to Project Delivery Excellence
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From initial planning to continuous stakeholder engagement, to achieve delivery excellence, it can be helpful for leaders and their teams to implement strategic (and structured) practices that drive alignment, efficiency, and effective communication throughout the project lifecycle. Lane Four’s Director of Delivery, Tatiane Sensini, shares four key essentials that she believes will ensure our projects […]