Here is what we are reading and talking about at AlphaSys

  • The Flow-Enabled Version of the Next Best Actions Lightning Component

    Its exciting to see features like NBA in Salesforce that help with UX and engagement.

    The Next Best Action lightning component, affectionately known by the NBA team as the NBA widget, executes NBA Strategies and displays the resulting recommendations on pages:
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  • How to create a dynamic list in Pardot

    This is an easy to follow howto on for setting up lists in Pardot (aka Marketing Cloud Account Engagement).

    In this blog post, we will delve into the process of creating a dynamic list in Pardot. This involves automatically including prospect records in the newly created list when they meet specific criteria. Additionally, these dynamic lists undergo continuous updates in the background. As prospect records synchronize from Salesforce to Pardot, they effortlessly become part of the list if they meet the predefined criteria.
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  • 5 Ways to Achieve Accurate Estimates That Everyone Trusts

    Some great tips on how to focus your team on more accurate estimation

    When teams get good at estimating, they can do it quickly and accurately. When teams create accurate estimates, their organization can comfortably base decisions on those estimates. But too often, teams and stakeholders bog down in trying to create perfect estimates.
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  • How to Use Data Cloud AI Model Predictions in Flow

    I’m really looking forward to help an organise leverage AI and Data cloud. This article highlight how accessible these two systems make it to unlock meaningful predictions from your data. #excited

    • Execution
    • Strategy
    • Salesforce
    • Salesforce Data Cloud
    Streamline the delivery of AI insights with Flow Builder and Slack. Trigger your Einstein Studio model’s endpoint directly from Flow Builder, capturing predictions and feeding them straight into your Slack channels.
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  • What is landing page optimization?

    Great insights on the role of landing pages, as well as some key considerations on how to optimise for conversion.

    • Creative
    • Marketing
    • Web
    Landing pages play a key role in a brand’s online presence and digital marketing campaigns. Your landing pages are often the first — and sometimes only — touchpoints a visitor has with your website and brand. A well-optimized landing page is your chance to make a lasting impression on potential customers, and can be the difference between a bounced visit or a new lead.
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  • 12 Salesforce Best Practices for Your Business to Follow

    Great reminder for the need of Product Owners. Within these 12 best practices, Product Owner is #7

    • Execution
    • Management
    • Strategy
    • Governance
    Your work is never done when it comes to growing your business. Throughout your Salesforce journey building new workflows, adopting advanced functionality, and improving the user experience will likely always be priorities. Below are 12 Salesforce best practices that are here to stay. Follow them to keep your organization on track and take your business to the next level year after year.
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  • Be a Great Product Owner: Six Things Teams and Scrum Masters Need

    Product ownership required passion and drive. Here are six key things that make a good product owner.

    • Execution
    • Management
    • Strategy
    • Coding
    • Governance
    Successful product owners usually don’t have better resumes than their less-effective counterparts. What they do have is a knack for knowing what people need (whether those people are their stakeholders, customers, or teams) and ensuring they have it (or can understand why not). What’s behind that knack I’ve found six things effective product owners must give to the various people they serve: Availability, Vision, Collaboration, High Expectations, Priorities & Flexibility, and Storytelling.
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  • Check out the latest Datatable improvements!

    Want to stay up to date with the latest on Salesforce Datatables? This article really helps.

    • Execution
    • Salesforce
    There is now a new Remove Row Action available that allows the removal of individual rows from the Datatable. This can be useful in scenarios such as using the Datatable to display a list of items in a shopping cart and needing to provide users with the ability to remove items from the list.
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  • Building an AWS Integration for Salesforce Image Handling

    S3 is a great approach for your Digital Asset Management, Salesforce is a great platform for centralising your team. Ever wondered how to make the two work together?

    • Creative
    • Execution
    • Salesforce
    • Web
    • Marketing Cloud
    A solution that not only offloads your Salesforce image storage to Amazon Web Services (AWS), but also resizes and renders those images on demand. By offloading image storage to other solutions, your organization can free up Salesforce storage capacity.
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  • WHY DELEGATION MATTERS SO MUCH (AND HOW TO DO IT PROPERLY)

    Here is an interesting article that I thought you would enjoy. It is a quick but good read.

    • Management
    • Governance
    • Process
    “If you want something done right, do it yourself”. It’s the mantra of many seemingly high-performing people – and from the outside, it can seem to be true.
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  • Salesforce Winter ’25 Release Date + Preview Information

    Are you ready? Time to get prepared.

    • Management
    • Execution
    • Salesforce
    The first thing you need to know is when your main Salesforce setup will switch over to the Winter ’25 release. It’s crucial to run tests on all the key functions in your system before this happens to make sure everything keeps running smoothly. Even though Salesforce updates usually don’t come with big issues, it’s still a good idea to do these checks.
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  • Enhancing Salesforce User Permissions Management With New User Access Policies

    Worth the read. Good insights on User Access Policies in Salesforce

    • Execution
    • Salesforce
    Automating permission assignments with User Access Policies has the potential to save countless hours that would otherwise be spent on manual configurations or building complicated flows
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  • D2L Fusion 2024: Transforming the Way the World Learns

    Did you miss D2Ls recent conference – here are the highlights and the session recordings

    • Management
    • Membership or Training
    D2L’s sold-out conference highlights included inspiring keynotes, discussions around responsible AI, a morning variety show and an exciting acquisition.
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  • Understanding Salesforce Connect

    The future is connecting the data we have to do more. The ideas of syncing and storing data are starting to feel like an old practice. This article highlights the power of Saleforce connect to surface data the way you need to without syncing.

    • Execution
    • Management
    • Salesforce
    • Coding
    Salesforce Connect is an add-on product for the Salesforce platform that provides seamless data integration, allowing users in core CRM to view, search, and modify data stored outside your Salesforce org—without importing it or ETL. You can surface data you own and store in other sources without copying it into Salesforce, but you can still view and edit that data directly within the Lightning UI, Flow, Apex, and more.
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  • T-Shaped vs. V-Shaped Designers

    What kind of designer are you?

    • Execution
    • Creative
    • Web
    Job openings typically cast a very restrictive frame for candidates, with long lists of expectations and requirements. But what if this narrow focus can overlook the value of “V”-shaped designers who excel by crossing boundaries, connecting dots, and innovating beyond rigid boxes?
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  • Complete Guide on Salesforce B2B Commerce Cloud Implementation

    Step by step guide that outlines how to migrate to and utilise Commerce Cloud

    • Execution
    • Salesforce
    Salesforce’s B2B Commerce Cloud robust infrastructure and powerful capabilities are crafted to make your B2B journey smooth in the digital world. It does everything you need to increase engagement, convert leads, and expand business opportunities.
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  • How to Explain WordPress Maintenance to Your Clients

    Great article highlighting the importance of maintaining your WordPress website.

    • Execution
    • Management
    • Coding
    • Web
    • WordPress
    There’s more to website ownership than meets the eye. However, our clients may not realize this. They might think that the work ends when the site launches. An experienced web designer knows better. A site launch is just the beginning. Content management systems (CMS) like WordPress are a case in point. A steady stream of updates keeps us on our toes. It’s one reason why I believe a professional should manage WordPress sites. Even the tiniest of websites have significant maintenance needs.
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  • What makes Salesforce challenging for nonprofits to implement

    A fantastic blog post about the complexities of implementing Salesforce in nonprofits.

    Even with the guidance of a quality implementation partner, there is still an awful lot that falls to your nonprofit organization to own, evaluate and decide during a Salesforce implementation. Which is why having an experienced advisor at the table with you can be so helpful.
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  • HOW TO MOTIVATE GEN Z EMPLOYEES

    Newsletter with an article about engaging staff in different ways

    • Management
    Gen Z employees now make up a significant part of most workplaces. In fact, in some sectors and businesses, they’re now the dominant workforce. But, as many employers and managers from different generations will tell you, Gen Z isn’t always like the generations that have gone before them. Gen Z’ers often have different values, bring different perspectives and want very different things from their careers. So, if you’re struggling to understand or get the most out of your Gen Z employees, here’s our advice for helping motivate them.
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  • Writing that works

    This is a “recommended reading” book by David Ogilvy (prominent marketer). Would be good to use something like this as a catalyst to help with good written communication.

    This is my summary of ‘Writing that works’ by Kenneth Roman and Joel Raphaelson. My notes are informal and tailored to my own interests at the time of reading. They mostly contain quotes from the book as well as some of my own thoughts. I enjoyed this book and would recommend you read it yourself (check it out on Amazon).
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  • It’s Easier to Find a Solution (With Someone Else)

    Really this article could be about almost anything, not just programming. Especially here in the Western world we tend to want to be independent and do everything by ourselves, but sometimes you just need to ask for help from someone who isn’t already buried in the problem.

    • Execution
    • Management
    • Strategy
    • Coding
    • Process
    • Web
    One of the most frustrating aspects of programming is working on a solution to a problem and bumping up against something that we should know how to do or be able to figure out how to do, but we’re unable to do so.
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  • Managing Complexity in your Enterprise Salesforce1 Implementations

    Great article describing the importance of governance on your projects. Originally published https://developer.salesforce.com/blogs/developer-relations/2014/12/managing-complexity-enterprise-implementations this article expands on the original post with new insights.

    • Management
    • Strategy
    • Governance
    • Process
    • Salesforce
    Salesforce1 is a powerful platform that allows your organization to transform itself. But as Salesforce has grown, so too has the scope and complexity of managing the platform. As a Salesforce Architect it is your responsibility to understand and orchestrate all the moving parts. This can be quite an overwhelming proposition just when you consider some of the components that have been covered by this blog series:
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