#salesforce-integration articles

DRDollesh Rathodsalesforcebydollesh.hashnode.devJun 20 · 12 min read

How to Build Your First Agentforce Agent - A Complete Beginner's Guide With Prerequisites & Step-by-Step Setup

Salesforce just changed what it means to be an Admin. For the first time, a Salesforce Admin can build an AI agent that reasons, takes action, and works alongside employees — without writing a single

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SBShrutika Banerjeeagentforcefacebookandwhatsapp.hashnode.devJan 24 · 2 min read

How to integrate Agentforce with Facebook and whatsapp?

Understanding the functionalities Direct access to CRM data – Agents can read and update Leads, Cases, and Accounts in real time. Process automation – Automates tasks like case creation, routing, and follow-ups. Unified customer view – Ensures con...

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AKAntonina Kharchenkosfapps-info.hashnode.devJan 14 · 15 min read

Acumatica Salesforce Integration Guide

The Gap Between CRM and ERP Systems As sales activity grows, information starts to live in more than one system. Customer relationships and deals are tracked in a CRM, while orders, invoices, and financial records are handled in an ERP system. At fir...

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TRThink revopsthinkrevops.hashnode.devDec 12, 2025 · 6 min read

How Salesforce RevOps Advisors Transform CRM Migrations and Implementations Into Predictable, Scalable Revenue Engines

Migrating to Salesforce—or rebuilding an existing setup—sounds straightforward until you actually start doing it. The moment teams dive in, they quickly discover the real problems: disorganized data, broken workflows, inaccurate reporting, disconnect...

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SISITE IT NOWsiteitnow.hashnode.devDec 10, 2025 · 6 min read

What Is SFDC? The Complete Beginner’s Guide to the Salesforce Platform

Introduction to SFDC and Salesforce In the fast-paced world of business, staying ahead means leveraging the right tools. Enter SFDC, Salesforce's powerful platform that has transformed how companies manage their relationships and operations. But what...

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CBCodleo Brandingcodleo-service-blog.hashnode.devDec 10, 2025 · 2 min read

Codleo: Your Trusted Partner for Salesforce Integration, Implementation & Support

In today’s fast-moving digital world, businesses rely heavily on seamless workflows, real-time data access, and connected customer experiences. Salesforce has become the global leader in CRM because it empowers companies to automate operations, imp...

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SBSelavina Bsalesforce-crm-development.hashnode.devDec 9, 2025 · 5 min read

Lightning App Builder: Complete Tutorial | 2025 Edition

Introduction If you work in Salesforce long enough, you’ll find one consistent complaint: “Why do I have to click so much to get to the information I need?” That usually means the page layout isn’t helping users. Lightning App Builder is how admins f...

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ASAnavClouds Softwareanavclouds2.hashnode.devDec 9, 2025 · 3 min read

AI Risk Management for Salesforce: Trust Layer 2026 Guide

There has never been a greater need for ethical, safe, and well-governed systems as organizations employ AI more quickly. Opportunity is brought about by innovation, but it also carries risk if proper controls are not in place. Organizations preparin...

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ASAnavClouds Softwareanavclouds2.hashnode.devDec 8, 2025 · 3 min read

Salesforce Integrations 2026: Next-Gen Automation & Smarter Data Flow

In 2026, a company's success will depend more on how well it connects its tools than on the tools themselves. Modern businesses use a variety of apps in the areas of CRM, marketing, finance, analytics, and support. When these systems operate in silos...

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ASAnavClouds Softwareanavclouds2.hashnode.devDec 1, 2025 · 3 min read

Salesforce Development Trends 2026: What Will Affect Future Innovation

Salesforce is rapidly evolving as the global digital transformation picks up speed thanks to AI, automation, unified data, and modern cloud architecture. The Salesforce development trends for 2026 indicate that intelligent technologies, real-time ana...

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