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Rajeshwari Jain

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Guest Post, Salesforce

XL-Connector for Salesforce: Bulk Field, Metadata, and Permission Management

September 21, 2025 Rajeshwari Jain

Working in Salesforce can take a lot of time when you must manage fields, permissions, or metadata one by one. XL-Connector makes this easier by letting you do the same

Guest Post, Salesforce

How to Use and Manage Salesforce Validation Rules with XL-Connector

September 3, 2025 Rajeshwari Jain

Reliable data is vital in Salesforce. Validation rules enforce this by checking records before they’re saved. They stop incorrect or incomplete information, enforce proper formats, prevent invalid stage changes, and

Guest Post, Salesforce

Mass Update Salesforce Field Access using Excel

July 10, 2025 Rajeshwari Jain

Managing field-level security (FLS) across multiple profiles or permission sets in Salesforce can be a repetitive task. With the XL-Connector for Windows (COM add-in), admins can now update FLS directly

Mass Update Salesforce Object Access Permissions using Excel
Guest Post, Salesforce

Mass Update Salesforce Object Access Permissions using Excel

May 29, 2025 Rajeshwari Jain

After a merger or team reshuffle, changing permissions for one profile or permission set at a time can take hours. XL-Connector lets you export those Profiles or Permission Sets into

Guest Post, Salesforce

How to Mass Create Fields in Salesforce

April 10, 2025 Rajeshwari Jain

Salesforce admins and developers often need to create multiple fields across different objects. Doing this manually through the Salesforce UI is slow, repetitive, and prone to errors, especially in large

Agentforce Launches on Salesforce Help – Check It Out
Salesforce

Agentforce Launches on Salesforce Help – Check It Out

January 8, 2025 Rajeshwari Jain

Salesforce recently introduced Agentforce on Salesforce Help, with Marc Benioff hailing it as “the future of customer support and service.” He highlighted that Salesforce tested the tool internally for its

How to automatically navigate to newly created record in Salesforce Flows
Admin, Flow, Salesforce

How to automatically navigate to newly created records in Salesforce Flow

December 2, 2024 Rajeshwari Jain

Salesforce Flows are an incredible tool for automating processes without writing code. One everyday use case is creating a record and automatically navigating the user to it after completion. This

What is Model Builder in Salesforce
Salesforce

What is Model Builder in Salesforce?

November 29, 2024 Rajeshwari Jain

Salesforce Einstein Model Builder, a part of Einstein 1 Studio, provides businesses with a way to create AI models customized to specific needs, all without requiring advanced data science skills.

Everything to know about Prompt Builder in Salesforce
Admin, Salesforce

Everything to know about Prompt Builder in Salesforce

November 2, 2024 Rajeshwari Jain

Prompt Builder enables Salesforce professionals to create AI-driven prompts that utilize Salesforce data for automatic content generation, improving workflows and enhancing engagement. With features like the Einstein Trust layer for

Einstein Trust Layer in Salesforce
Salesforce

Einstein Trust Layer in Salesforce

October 12, 2024 Rajeshwari Jain

Generative AI is changing how businesses work, bringing new ways to improve customer service, sales and productivity. But as AI grows, so do concerns about data security and privacy. Salesforce’s

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