Salesforce Connections is one of the most forward-looking events on the calendar, and this year’s focus on AI, data, and real-world marketing execution has made us especially excited. Three of us from the Eigen X team will be heading to Chicago to dive into everything from agentic marketing to data compliance in healthcare and insurance.
If you are an architect or aspiring architect looking for summer 25 features that will help you organize from an architect’s perspective, this will help you identify the features from a well-architected framework (EAT) and prevent problems.
The AI for Salesforce BAs Conference isn’t just another webinar, it’s a strategic learning experience crafted for Salesforce Business Analysts, Admins, and Architects who are ready to embrace the future. In a world where AI is reshaping how we gather requirements, map processes, and deliver business value, this event helps you move from uncertainty to action.
Salesforce World Tour is a global event series in leading cities around the world and streaming live on Salesforce+. Attendees will experience the latest Salesforce innovations, connect with experts, and network with local industry peers. Eigen X is eager to attend. We’ve asked our attendees which session they’re looking forward to the most; see our responses below!
In every Salesforce CRM implementation, there’s often a disconnect between what’s described in an agile story and what actually needs to be built. User stories may capture the “what” and “why,” but the “how”—particularly the technical specifics—tends to be assumed, fragmented, or skipped altogether. This leads to missed scope, inaccurate estimates, and painful rework.
Tableau Conference is back in San Diego for 2025! Whether you are just getting started or a self-proclaimed Tableau expert, there are over 450 sessions guaranteed to have something for everyone. Just like last year, we have put together a list of must attend sessions to save you time going through them all. Each phenotype's schedule was designed with limited to no conflicts so you can attend every session under that skill level.
Salesforce World Tour is coming to Washington, D.C., on March 19, 2025, at the Walter E. Washington Convention Center. This event will bring together industry leaders, Salesforce experts, and innovators to explore the latest advancements in AI-driven, agent-first technology. Attendees can participate in over 120 expert-led sessions, demos, and hands-on trainings to learn how Agentforce can modernize operations and enhance efficiency across various sectors. Eigen X is thrilled to join this dynamic event and connect with professionals eager to transform their businesses through innovative Salesforce solutions.
Salesforce Education Cloud is a powerful CRM platform designed to meet the unique needs of educational institutions. It streamlines operations, enhances student engagement, and improves overall institutional performance. However, in today's fast-paced digital world, institutions need more than just data management—they require insights, predictive analytics, and real-time decision-making capabilities. This is where Salesforce Data Cloud comes in, transforming Education Cloud into a cutting-edge platform. Let's explore how Data Cloud elevates Education Cloud through some key use cases.
If you are an IT director, Agency product owner, or case/claim manager working in the service operations for the citizens, DC world tour coming up on March 19 can be overwhelming. Apart from the Salesforce marketing hoopla, it is sometimes hard to navigate the key sessions and ensure you maximize your learning and value on the event. This will help you to navigate the key sessions which you want to attend during the world tour based on your role in the Agency.
In today’s fast-paced business environment, automating processes can significantly improve efficiency and reduce manual workload. Salesforce provides a powerful feature called Inbound Email Handler that allows you to process incoming emails and perform actions based on their content. In this blog post, we’ll explore how to use this feature to send emails to external users and update opportunities automatically based on their replies.
As a Salesforce admin, architect or CRM leader, one of the core challenges is trying to understand what the advantage is, risk in assigning all users to the default standard salesforce admin profile. Most of the organizations take either of the 2 following approaches. They either assign all admin level users to the standard system admin profile or create a cloned system admin profile and assign all users and never use the standard system admin profile.
As a Salesforce Architect or an aspiring architect whether you are a solution, technical or enterprise architect, there is a common interest in setting goals or focus in 2025. The question will be on what areas do I focus for this year to make yourself valuable to your company and increase your brand and career? As an architect myself, I struggle with this topic area every year. We have competing goals like our certifications, company objectives, our time and Salesforce priorities.
If you are an admin, developer or architect who is looking to pass the integration architect exam and have been bummed by some failures, this blog post will help you to focus on the right areas and pass the exam. For me, having done integration for a lot of years and been in the salesforce ecosystem for a while now, it was perplexing, annoying that I continued to fail the integration architect exam 2 times. My initial reaction was self-doubt and wondered salesforce questions really made sense. As I went through the exam rigor, I learned a lot on my journey and even learnt a lot of things which I knew before but were handy on my consulting projects.
If you are an admin or business analyst trying to identify business rules coded in your salesforce org, there is always a challenge on where to find them, how to identify them and even talk to your developers who can help you identify this in apex and flows. The best practice will be to document this on stories and use tools like Elements cloud for this but we all know how budgets are and it is hard sell to get the leadership buyin for a product. So as an Architect, admin or IT manager who wants to identify business rules in your salesforce org, the question is where to start? How to identify business rules and how can you help your fellow developers and admins to document them? The below blog will provide you guidelines for you to follow.
As someone who works with BI tools like Tableau daily, I’m excited to attend Salesforce World Tour to explore some of Tableau’s newest features and capabilities. With the sessions planned, I’m eager to discover innovative ways these tools can elevate data-driven decision-making for businesses.
Salesforce World Tour is back in New York City, and Eigen X is thrilled to join this dynamic event! On November 29th, the Javits Center will be buzzing with industry leaders, Salesforce experts, and innovators eager to explore groundbreaking advancements and connect with the NYC community.
Snowflake World Tour 2024 was an exciting and insightful event. Filled with a thrilling showcase of new announcements and innovations, here is a summary of the key highlights and some of the most noteworthy features introduced.
If you are a higher ed user using Salesforce CRM for a while and struggle with measuring impacts on your CRM investment, trying to learn best practices on how other universities are using Salesforce for admissions, marketing and student success and figure out how to leverage generative AI for your university, there is a fantastic online event this week on 11/7 done by Higher Ed Dreamin which you should register and attend.
A Simple Fix for a Common CPQ Headache: Rethinking Additional Discounts.
Dreamforce is just around the corner, and if you're a nonprofit looking to level up your organization, you won't want to miss these exciting sessions focused on Salesforce Nonprofit Cloud. From migrating from NPSP to Nonprofit Cloud to leveraging AI for philanthropy, these sessions offer valuable insights and practical strategies.
“Experience the New Tableau” Keynote at Dreamforce is a must-attend event for any Tableau Enthusiast. By joining us at Eigen X's watch party, you'll have the chance to experience the keynote live and connect with other professionals in your field. We look forward to seeing you there!
Dreamforce is just around the corner, and if you're an education institution interested in learning how other educational institutions are using Education Cloud to address challenges in areas such as financial aid, recruitment, student success, and more
The Marketing & Commerce Keynote at Dreamforce is a must-attend event for any Salesforce marketer. By joining us at Eigen X's watch party, you'll have the chance to experience the keynote live and connect with other professionals in your field. We look forward to seeing you there!
When it comes to file encryption in Salesforce, there is a ton of information available – so much so that it threatens to overwhelm a casual researcher. We here at Eigen X empathize with that plight and are here to help. Below, we’ve debunked the top five myths surrounding file encryption so you don’t need to.
In the dynamic realm of web development, one element stands tall in managing and presenting data effectively: tables. As businesses strive for better user experiences and enhanced functionality, the demand for customizable and feature-rich data tables has surged. Enter Lightning Web Components (LWC) – Salesforce's modern framework for building apps on the Salesforce platform.
Snowflake Data Cloud Summit 2024 was an exciting event filled with announcements and innovations. Here's a recap of what happened and our thoughts on notable new features.
In today's digital age, data security is paramount. Salesforce, entrusted with a wealth of your organization's information, demands a robust security strategy. While there's no one-size-fits-all solution, a strong foundation is key. Here's where “SIPPA” comes in.
The Salesforce World Tour is heading to Boston, and Eigen X is thrilled to be a part of the action! On June 18th, the global event series will take over the Javits Center in New York City, bringing together industry leaders, experts, and innovators to explore the latest Salesforce innovations and connect with local peers.
Gear up for the premier customer engagement event of the year – Salesforce Connections 2024! This year, Eigen X is thrilled to be back in Chicago (May 22-23) and virtually on Salesforce+, ready to connect with you and help you unlock the full potential of your Salesforce investment.