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Salesforce Dynamic Dashboards: The Complete Guide to "View as User"

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Let's be honest: building reports and dashboards in Salesforce can be a time-consuming chore. You finally create the perfect Sales Leaderboard dashboard, and your VP of Sales loves it. Then comes the request: "This is great! Now, can you make one just for the East region manager? And one for the West manager? And one for each sales rep so they can only see their own pipeline?" Before you know it, you're drowning in a sea of cloned dashboards, all showing the same components but filtered for different users. This is the exact problem Salesforce Dynamic Dashboards were built to solve. What is a Salesforce Dynamic Dashboard?  A Salesforce Dynamic Dashboard is a dashboard that displays data based on the security and sharing permissions of the user who is viewing it. Instead of a single "Running User" whose permissions are used for everyone, a dynamic dashboard runs as the "Dashboard Viewer." This means a Sales Manager sees their team's data, wh...

Dreamforce 2025: Everything You Need to Know

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Dreamforce 2025 is one of the most awaited events in the Salesforce world. If you’re part of the Salesforce ecosystem—whether as a developer, admin, consultant, or just a curious Trailblazer—this is the place to be. The event brings together thousands of professionals from around the world to learn, connect, and celebrate the latest in tech. From exciting product launches to powerful keynote speeches, Dreamforce is more than just a conference—it’s a full experience. When and Where Is Dreamforce 2025? Dates: October 14–16, 2025 Location: San Francisco, California The event will take place at the Moscone Center , the long-time home of Dreamforce. You can attend in person or join virtually via Salesforce+ , their online streaming platform. What Is Dreamforce? Dreamforce is Salesforce’s annual flagship conference. It began in 2003 and has grown into one of the largest tech gatherings in the world. The goal? To bring together the global Salesforce community to learn new skills, get...

Salesforce Connections 2025: Everything You Need to Know

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Salesforce Connections 2025 is one of the most awaited events for marketers, eCommerce pros, and CRM enthusiasts. It’s where innovation meets inspiration—and this year, it’s going to be bigger and smarter. Dates : June 11–12, 2025 Location : McCormick Place, Chicago Online Access : Stream live on Salesforce+ What Is Salesforce Connections 2025? Salesforce Connections 2025 is a two-day event focused on digital marketing, eCommerce, and customer engagement . It brings together experts, brands, and Salesforce leaders to share insights, tools, and real-world strategies that help businesses grow. Unlike Dreamforce, which covers the entire Salesforce ecosystem, Connections is tailored for marketing and commerce professionals . Why You Should Attend Salesforce Connections 2025 Here’s why Salesforce Connections 2025 matters: Focus on Marketing and Commerce Cloud AI-powered personalization strategies Hands-on sessions and live demos Hybrid event— attend in-person or virtu...

How to Use Dynamic Highlights Panel in Salesforce

Salesforce is always evolving to make life easier for its users. One of its latest updates is the Dynamic Highlights Panel , a powerful feature that helps users view key information at a glance—without scrolling through long record pages. This panel replaces the old Highlights Panel, offering more flexibility, custom rules, and responsive design. In this blog, you’ll learn what the Dynamic Highlights Panel is, why it’s useful, and how to set it up on the Opportunity object step by step. What is the Dynamic Highlights Panel in Salesforce? The Dynamic Highlights Panel lets you display up to 12 important fields at the top of your record page. Unlike the classic Highlights Panel, it doesn't depend on compact layouts and can be personalized based on different users or conditions. Key Features: Show up to 12 key fields to surface critical data instantly. Responsive design that wraps fields based on screen size. Conditional visibility rules let you control what users s...

Agentforce 2.0: The Future of AI-Powered Salesforce Automation

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  Salesforce is constantly evolving, and with the launch of Agentforce 2.0 , businesses are set to experience a new era of AI-driven automation. Whether you're a Salesforce admin, developer, or business leader, understanding Agentforce 2.0 can help you streamline workflows, enhance customer interactions, and boost productivity. In this blog, we’ll explore what Agentforce 2.0 is, how it works, and why it’s a game-changer for Salesforce users. What is Agentforce 2.0? Agentforce 2.0 is an AI-powered automation tool designed to enhance customer service and sales operations within Salesforce. It leverages machine learning, predictive analytics, and natural language processing (NLP) to improve agent efficiency and provide real-time insights. Key Features of Agentforce 2.0 AI-Driven Chatbots: Automate customer interactions and reduces response time. Predictive Analytics:  Identifies customer needs before they reach out. Automated Case Routing:  Assigns cases to the best-suited...