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* Sales Cloud - Getting Started *

Welcome! This group is dedicated to helping customers new to Sales Cloud get up and running quickly. Join the conversation here to ask questions, get answers, stay updated, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

*** Important Update on: Salesforce Connected App & External Client App Security ****** Important Update on: Salesforce Connected App & External Client App Security *** Welcome to the Salesforce Connected App & External Client App Security Requirement Update: a consolidated view of u

 

Welcome to the Salesforce Connected App & External Client App Security Requirement Update: a consolidated view of upcoming changes impacting your connected apps and external client apps and related security settings. You received this email because you’re listed as an admin or security contact for a Salesforce org. 

 

The list of the changes mentioned in the email can be found here: Connected App & External Client App Security Requirement Updates. Each change also includes a link to a release note or knowledge article detailing the change and timelines.

 

To prevent authentication failures and service disruptions, Salesforce strongly recommends that you test these changes in a sandbox and deploy necessary updates to production before the enforcement dates.  

 

Please coordinate with your Salesforce Admin, App Developers, or App Owners to prepare for these changes. If you have questions about the retirements listed, refer to 

Salesforce Help or contact your Salesforce account team.

6 commenti
  1. 18 ott, 07:23

    Thanks Bhavin for sharing this update!!

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We’re happy to share Winter ‘27 Release resources! 🩵 

 

 

🚨 BONUS: Get ready for FeatureFest at Dreamforce! 🚨 Discover what’s new in the Winter ’27 release, get personalized feature recommendations, connect with experts, earn exclusive swag, and leave ready to get more from Salesforce – all in one exciting Dreamforce experience. Stay tuned – we’ll share more details next week!

 

Release Matrix can be found here: https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000pPZmY0AW

 

Overview deck can be found here: https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jASjE0AW

33 commenti
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🎉 Big shoutout to our incredible Forum Ambassador @Bradley Weller for an awesome deep dive on "Send Opportunity Product Tables in an Email Supporting Multi-Language"!📘 Check out the article here >> https://help.salesforce.com/s/articleView?id=005460943&type=1

 

🔍 Found it helpful? Have thoughts to share?

 Let us know by clicking the "Yes" or "No"  button at the bottom of the article—your feedback helps us improve!🎉 Big shoutout to our incredible Forum Ambassador for an awesome deep dive on> 🔍 Found it help" style="display: block;" /> #Flow

 

 

1 commento
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🚀 Apex Log MCP 2.0.1 for Salesforce — AI-Powered Debug Log Analysis!

Debugging Salesforce Apex logs can be time-consuming, especially when you're dealing with large and complex logs.

With Apex Log MCP 2.0.1, you can bring MCP and AI into your Salesforce debugging workflow. 🤖

In my latest video, I cover:

✅ What is Apex Log MCP? 

✅ How to set it up and configure it 

✅ Connect it with an AI assistant using MCP 

✅ Analyze Salesforce Apex debug logs with AI 

✅ Identify errors and performance issues faster 

✅ Practical demo and real-world usage

This is a great example of how MCP + AI can improve the Salesforce developer experience.

🎥 Watch the full video:

 

https://www.youtube.com/watch?v=QUdbooXcqgs

 

📺 Subscribe to Salesforce Hunt:

 https://www.youtube.com/@SalesforceHunt

 

@Agentblazer Community Group @* Sales Cloud - Getting Started *@* Release Readiness Trailblazers *@* Sales Cloud - Best Practices *@* Salesforce Administrators *@* Service Cloud * @* Salesforce Administrators *@* Salesforce Platform *@* Service Cloud *@* Sales Cloud - Getting Started *@* Sales Cloud - Best Practices *@Salesforce Flow Automation

 

🚀 Apex Log MCP 2.0.1 for Salesforce — AI-Powered Debug Log Analysis!Debugging Salesforce Apex logs can be time-consuming, especially when you're dealing with large and complex logs.

1 commento
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𝗘𝗣:𝟭𝟭 𝗼𝗳 𝘁𝗵𝗲 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗙𝗦𝗖 𝗖𝗼𝘂𝗿𝘀𝗲 𝗶𝘀 𝗹𝗶𝘃𝗲 🎉 

In this episode I walk through Interest Tags in Financial Services Cloud end to end: the data model (it sits on Topics!), the 8-step setup, a 3-level tag category hierarchy, the advisor experience, and a growth-opportunity dashboard. 

 

Video Link: 

https://youtu.be/vR3b2fTjo9g

 

𝗘𝗣:𝟭𝟭 𝗼𝗳 𝘁𝗵𝗲 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗙𝗦𝗖 𝗖𝗼𝘂𝗿𝘀𝗲 𝗶𝘀 𝗹𝗶𝘃𝗲 🎉 In this episode I walk through Interest Tags in Financial Services Cloud end to end: the data model (it sits on Topics!), th

 

@* Financial Services Cloud * @* Sales Cloud - Getting Started * @* Salesforce Administrators *@Salesforce Flow Automation @Salesblazer Community Group

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #Agentforce  #FSC  #Financial Services Cloud

1 commento
  1. 5 ott, 12:36

    Preparing for the Salesforce Financial Services Cloud exam in 2026? A focused study plan can make preparation easier. Start with the current exam topics, understand the key concepts, and use practice questions to check your progress.  

    Visit: QA4Exam

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🎉 Big shoutout to our incredible Forum Ambassador & Salesforce MVP @Ajaypreet Singh Saini for an awesome deep dive on "Display Record URL as a hyperlink in Chatter post using flow"!📘 Check out the article here >> https://help.salesforce.com/s/articleView?id=005460491&type=1

 

 

🔍 Found it helpful? Have thoughts to share?

 Let us know by clicking the "Yes" or "No"  button at the bottom of the article—your feedback helps us improve!🎉 Big shoutout to our incredible Forum Ambassador & Salesforce MVP for an awesome deep dive on> 🔍 Found" style="display: block;" /> #Flow

 

 

2 commenti
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 🚀 𝗘𝗣 𝟭𝟬: 𝗙𝗦𝗖 𝗗𝗮𝘁𝗮 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗶𝗻𝗴 𝗘𝗻𝗴𝗶𝗻𝗲: 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗞𝗻𝗼𝘄 🚀 

Video Link: 

https://youtube.com/watch?v=fJLu8GlwpVU

 

@* Financial Services Cloud * @* Sales Cloud - Getting Started * @* Salesforce Administrators *@Salesforce Flow Automation @Salesblazer Community Group

 

🚀 𝗘𝗣 𝟭𝟬: 𝗙𝗦𝗖 𝗗𝗮𝘁𝗮 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗶𝗻𝗴 𝗘𝗻𝗴𝗶𝗻𝗲: 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗞𝗻𝗼𝘄 🚀 Video Link: https://youtube.com/watch?

 

 

 

#Trailhead  #Financial Services Cloud  #Data Management

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🚀 Bring Salesforce documentation into your AI development workflow with Salesforce Docs MCP! 

 

In this video, explore how Model Context Protocol (MCP) connects AI assistants to Salesforce documentation, helping you find relevant guidance while working on your Salesforce projects.

📌 What you’ll learn: 

✅ What Salesforce Docs MCP is 

✅ How to get started and connect an AI assistant 

✅ How documentation search and retrieval work 

✅ Practical uses for Salesforce developers 

 

🎥 Watch the full video: 

https://www.youtube.com/watch?v=g-TRnl_k4hk

🎥 Subscribe to Salesforce Hunt for more Salesforce and AI tutorials: 

https://www.youtube.com/@SalesforceHunt

 

 

@Agentblazer Community Group @* Sales Cloud - Getting Started *@* Release Readiness Trailblazers *@* Sales Cloud - Best Practices *@* Salesforce Administrators *@* Service Cloud *

 

 

🚀 Bring Salesforce documentation into your AI development workflow with Salesforce Docs MCP! In this video, explore how Model Context Protocol (MCP) connects AI assistants to Salesforce documentation

 

 

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***POLL IS CLOSED***

 

Lantern Astro won across every poll and will be the Winter ’27 Release logo!

_________ 

 

Help us choose the official Salesforce Winter ’27 Release logo.

 

Which character should star?

1️⃣ Agent Astro

2️⃣ Bookish Codey

3️⃣ Agent Appy

4️⃣ Lantern Astro

 

Cast your vote here, or vote in our polls on X, Instagram and LinkedIn (or all four!). 

 

🗳️ Voting closes Friday, July 10. The character with the most votes will become the official Salesforce Winter ’27 Release logo. 

***POLL IS CLOSED*** Lantern Astro won across every poll and will be the Winter ’27 Release logo!_________ Help us choose the official Salesforce Winter ’27 Release logo. Which character should star?

192 commenti
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Can we use the dictation capability of Siri on the iphone when using "Log a call" in salesforce1? I am planning to use this feature for call reports and would like to make the life as easy as possible to our sales team.

11 commenti
  1. 9 set, 07:30

    Yes, Siri dictation can be used for this. When you open Log a Call in Salesforce on an iPhone, you can tap the comments field and use the microphone/dictation option to speak your call notes instead of typing everything out.

    For a sales team, I can see this being quite useful for quickly getting call details into Salesforce while they’re still fresh. The main benefit is really reducing the friction of writing up notes after every call.

    For anyone doing this from Chrome/desktop, I’ve also come across Voice2Force, which works directly with Salesforce fields and lets you enter text using voice:

    Voice2Force Chrome Extension

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