Types of Investments

Salesforce – what is the difference between Trigger and Workflow?

Trigger – Custom Code Workflow – Configuration – no code approach

Salesfore/SFDC/SF – How to enable flow access for Community/Experience Cloud Guest Profile

 Guest User profile, go to Settings | General. Under Guest User Profile, click the profile name. Click Enabled Flow Access | Edit. If you cannot find the guest profile, here are the steps on how to navigate to guest profile. Navigate to setup => All Sites => select desired site => Experience Builder and go to Settings.On the […]

AI in CRM : From Einstein to Execution: Making AI Core to CRM Strategy

“The companies winning with AI aren’t just deploying tools. They’re redesigning org charts.” For years, AI in CRM has been a marketing buzzword — demos filled with predictive scoring, chatbot handoffs, and next-best-action banners. But in 2025, we’re finally seeing the shift from pilots to processes. The rise of Salesforce Einstein GPT, Data Cloud, and industry-tailored […]