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Newsletter
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🏆 How to Calculate Opportunity Win Rate in Salesforce 🏆
Happy Saturday! Sometimes you need to calculate percentages in a Salesforce report. For example, how many opportunities did Bob Apples, the salesperson, close this…
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Salesforce Saturdays
Super short email this week! Many of you know that the major LLMs like ChatGPT, Perplexity, DeepSeek, and Grok offer deep research functionality. They…
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📖 The Theory of Constraints
Happy Saturday! This week I wanted to call your attention to a book worth knowing about. Unlike typical business books, it's written as a novel,…
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⚡How to Make Dynamic Salesforce Record URLs⚡
Make dynamic Salesforce Record URLs in Formula Fields or in Salesforce Flows
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🚀 Salesforce Flow Docs, Done Instantly (No More Manual Work)
Manually documenting Salesforce Flows sucks. What if you could do it in one click? Introducing the Flow Documentation Generator This is a…
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Sneaky Address Fields
Quick tip this week! The address field data type inside of Salesforce is made up of five constituent parts: Street City State Postal Code Country When setting the values…
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📊 Goodhart's Law ⚠️
Every day in business we are asked to measure things. KPIs OKRs Metrics Trends Performance The list can be quite long. Numbers are essential for understanding the world…
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Why What You Know Is Becoming Obsolete
Learning new knowledge is more important than what you already know. Because what you know is rapidly becoming obsolete. Imagine if you had a…
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How to Quickly Document Your Flows
Happy Saturday! This week's tip dives into the technical side of Salesforce, but the payoff is worth it: you’ll learn how to create detailed…
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🌱 Spring '25
The Spring '25 release is one month away! Major dates for the release are: February 7th February 14th You can check your specific environment's…