Slack Canvas is here! It’s been a busy past couple of months for Slack. First, there were Huddles, and now Canvas. Take your productivity to the next level.
Every Slack channel and DM now comes with its very own canvas to store relevant, persistent content about the conversation and the work happening there.
Salesforce Launches Einstein GPT
Salesforce has launched Einstein GPT, the world's first generative AI CRM technology, to deliver AI-created content across sales, service, marketing, commerce, and IT interactions. The system combines Salesforce's proprietary AI models with OpenAI's advanced AI models, offering real-time, adaptive content generation. The company's global investment arm, Salesforce Ventures, also announced a $250 million Generative AI Fund to invest in high-potential startups and promote responsible, trusted generative AI development.
Salesforce Show API Name Want to simplify troubleshooting and improve your efficiency? This is a Chrome extension I can’t live without. It displays field and object API names right on your record detail page!
Yubikey authenticator
Tired of ‘authenticating’ every time you log into Salesforce? This little gem has been a game-changer for me. Take a look at Yubikey! It’s a physical hardware authentication device developed by Yubico and is MFA-configurable for accessing Salesforce!
Here's how you configure Salesforce with Multi-Factor Authentication (MFA) using a Yubikey key:
1. Enable MFA in Salesforce. To do this, go to Setup > Security > Session Settings and scroll down to the "Multi-Factor Authentication Settings" section. Check the "Enable Multi-Factor Authentication" box and save your changes.
2. Configure your MFA settings to allow for USB key authentication. To do this, go to Setup > Security > Multi-Factor Authentication and click on the "Edit" button next to the "User Authentication Settings" section. Check the "Enable USB Token" box and save your changes.
3. Set up your USB key for use with Salesforce. Insert your USB key into your computer and navigate to the Salesforce login page. Enter your username and password as usual, and then select "Use USB Token" as your MFA method.
4. Follow the on-screen instructions to register your USB key with Salesforce. You may need to download and install a driver or software program to enable USB key authentication.
5. Once your USB key is registered, you will be prompted to insert it into your computer whenever you log in to Salesforce. Simply insert your USB key and follow the on-screen prompts to complete the authentication process.
That's it! With these steps, you should be able to configure Salesforce with MFA using a Yubikey. Please note that the exact steps may vary depending on your Salesforce edition and configuration. Get your Yubikey here.
Build your resume in Tableau
Looking to stand out in the Salesforce ecosystem? Why not showcase your data viz skills in Tableau?
Addicted to Flow?
SalesforceBen has you covered with how-to's on developing the following Flows:
Lead to Account Matching
Easily Add Contact Roles to Opportunities
Generate a Contract From Won Opportunity
Automatically Change Close Date on Opportunities
Send Out Notifications
More Flow goodness: Get external data into Salesforce with HTTP Callout
In the Spring '23 release, Salesforce introduced a new feature, the HTTP Callout (Beta) element in Flow Builder, enabling code-free integrations. Users can now automate processes with external data by creating actions that call web-based service APIs using the HTTP Callout element. Quick and easy!
Made it this far? You ARE in the Salesforce ecosystem. Check out our YouTube channel for a bunch of how-to’s, and, whenever you are ready, we can help get the wind back into your sales 👉 schedule your free consultation.
