Brian Goldberg

The night before a major Salesforce go-live…... Everything looked ready. Until a critical workflow failed during final UAT. Lead routing broke. Automation rules misfired. Dashboards showed incorrect data. One small configuration change - big business impact. That’s where structured Salesforce testing makes the difference. At KiwiQA Services, we don’t just test screens. We validate workflows, integrations, roles, automation rules, and performance - end to end. Because Salesforce success isn’t just about implementation. It’s about confidence at go-live. If you're rolling out or optimising Salesforce, let’s make sure it works exactly as your business expects. #SalesforceTesting #QualityEngineering #CRMTesting #AutomationTesting #KiwiQA

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Continuing my Salesforce Data Management series, I just released a new video: How to Import Accounts into Salesforce using Inspector Reloaded. This walkthrough covers step-by-step how to set up and import Accounts quickly and efficiently. Watch it here: https://lnkd.in/eXHhBAuy #Salesforce #DataManagement #SalesforceAdmin #DataLoader #SalesforceInspector #CRM #SalesforceCommunity #SalesforceTips #DataQuality #SalesforceTraining #SalesforceForBeginners #SalesforceExperts #DataTransformation

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Agentforce has it's own advantages but you can also use any other LLM layer by introducing Salesforce MCP server. We have created an open source Apex Salesforce MCP SDK so you can create your own Salesforce MCP server with just few lines of code. Very simple example that was created in few hours - the user asks for available services and books an appointment using chat and "human" language. All done with MCP + Anthropic Claude(but any other MCP client can be used). See demo below and start creating your own MCP servers now.

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Do you have a #Salesforce 📖 Data Dictionary that's accurate, adopted, and maintained over time? Ben McCarthy from Salesforce Ben explains why undefined metadata is the silent killer of AI and analytics initiatives, and why Arovy is "the most advanced Salesforce Data Dictionary solution."

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Stuck waiting for contract approvals? You're not alone. It's a process that should be swift but often isn't, plagued by endless emails, vague rules, and bottlenecks. Manual methods can extend negotiation times by 20-30%, as per IACCM. Automating contract management in Salesforce can cut your sales cycle by 24%, as found by the Aberdeen Group. OMI's solution simplifies Salesforce #contract approvals, eliminating guesswork and expediting the entire process. This streamlines contract generation, routing, and approvals, ensuring your deals proceed smoothly. #Salesforce #ContractManagement #crm #revenue

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Salesforce Agentforce is powerful. But without MuleSoft to orchestrate the data and actions across your stack, you’re giving your agents the same fragmented view your support teams had before. Swivel chair isn’t solved just because you added an AI agent. If your systems aren’t connected, you’re just swivel chairing between agents instead of screens. Agentic AI only works when it's grounded on the right data and when it can act. That means APIs. That means integration. That means MuleSoft. Thanks to Jeff Mains for having me on his podcast!

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Why Your Salesforce Org Feels Slow, Expensive & Hard to Change CFOs and COOs often face rising Salesforce license costs, paying for unused features, slow sales cycles, and service teams drowning in manual work. Poor forecasting, failed AI pilots, overlapping tools, and growing technical debt make it hard to scale, improve efficiency, or plan for modernization. Without a clear roadmap, low adoption across teams keeps Salesforce from delivering the ROI your business expects. Key Issues You Need to Solve: • Rising license costs and paying for unused features • Slow or broken sales and service processes • Poor data quality blocking AI and reporting • Redundant or conflicting automation and technical debt • Low adoption and poor user experience How OSI Digital Can Help: We provide a rapid, expert-led assessment that uncovers where Salesforce is costing more than it should, identifies broken processes, data gaps, automation conflicts, security risks, technical debt, and UX issues, then delivers a prioritized plan with top issues, quick wins, and a high-level modernization roadmap. 📅 Register for our webinar to learn how to Fix Your Salesforce: Unlock Speed, ROI, and AI Readiness – March 19: https://lnkd.in/gjhHhDwa

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Accidentally giving away too much user access to your Salesforce data? Does any of the following sound familiar? See more on why this can be such an issue, what native Salesforce options offer, and why you may need better options for moving forward on our blog: bit.ly/3wcRtCt

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Why Your Salesforce Org Feels Slow, Expensive & Hard to Change CFOs and COOs often face rising Salesforce license costs, paying for unused features, slow sales cycles, and service teams drowning in manual work. Poor forecasting, failed AI pilots, overlapping tools, and growing technical debt make it hard to scale, improve efficiency, or plan for modernization. Without a clear roadmap, low adoption across teams keeps Salesforce from delivering the ROI your business expects. Key Issues You Need to Solve: • Rising license costs and paying for unused features • Slow or broken sales and service processes • Poor data quality blocking AI and reporting • Redundant or conflicting automation and technical debt • Low adoption and poor user experience How OSI Digital Can Help: We provide a rapid, expert-led assessment that uncovers where Salesforce is costing more than it should, identifies broken processes, data gaps, automation conflicts, security risks, technical debt, and UX issues, then delivers a prioritized plan with top issues, quick wins, and a high-level modernization roadmap. 📅 Register for our webinar to learn how to Fix Your Salesforce: Unlock Speed, ROI, and AI Readiness – March 19: https://lnkd.in/grpKmDdy

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Salesforce can feel like a beast—especially for smaller advisory firms. Josh shares how Quivr CRM creates an easy gateway into Salesforce with a templated system that works right out of the box. No heavy customization. No extra time investment. Just the structure advisors need to get up and running fast. 🎥 Hear how Quivr helps firms get the benefits of Salesforce without the overwhelm. 👉 Watch the full clip #UserSpotlight #QuivrCRM #AdvisorTech #FinancialAdvisors #FinancialPlanning #AdvisorEfficiency #TechForAdvisors #FinTech

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Remember when your Salesforce org was shiny and new? It worked great for a small team, handling a few reports and some quick automations. Fast forward: more users, more data, more fields, more flows, and suddenly your org feels less like a system and more like a Jenga tower. Good news—you don’t have to rebuild from scratch. With the right architecture, governance, and naming conventions, you can scale Salesforce to match your growth. We wrote about how to do it (without the panic projects): https://hubs.li/Q03Fh9sk0 #SalesforceOrg #SalesforceCrm #SalesforceScalability #SalesforceGovernance #DynamicSpecialtiesGroup

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Some more exciting news around Salesforce acquiring Regrello, and I think it’s another great move into an agentic future. This isn't just about automation. Regrello's "agentic" AI can build intelligent, dynamic workflows on its own. It's about giving business processes a brain. For those of us in the industry, this is another game-changer. It means a future where AI handles the complex, manual tasks, freeing us up for more strategic work. #Salesforce #AI #Acquisition #Regrello #BusinessAutomation #FutureofWork https://lnkd.in/g94HbBsg

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If Salesforce feels harder to use than it should, it might be time for a health check. Small issues in setup, usage, and data tend to compound over time, quietly impacting adoption and reporting. Here’s how to assess the overall health of your Salesforce org: 👉 https://hubs.la/Q044nWzN0 #Salesforce #CRM

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What if you could add custom AI prompts to any Salesforce object without writing a single line of code? What if switching between GPT-4, Claude, Gemini, or any other AI model was as simple as updating a dropdown in setup? RecordIQ can. Metadata-driven AI that adapts to your needs, not the other way around. Finally, AI that speaks your business language. Link in Comments

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We talk a lot about the Salesforce Economy & IDC white paper. $6 for the Partner vs. $1 for Salesforce. Partner; $1 & $2 (co-sell ACV / RVP) $3 & $4 (innovation & optimization) $5 & $6 (MSP - staff aug - support). Here is the revised must read 2025 white paper; https://lnkd.in/gb8dEVzt

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Most #Salesforce risks don’t make themselves obvious. That’s why they’re so dangerous. At Dreamforce 2025, AutoRABIT is carving out private space for strategic 1:1 conversations on the exposures hiding in plain sight: misaligned profiles, overlooked integrations, inconsistent data access. Even the most mature orgs are surprised by what they’ve missed. Let’s talk about what it means to get proactive before blind spots become liabilities. https://bit.ly/45KKoHN #Salesforce #CRMStrategy #DataSecurity #Dreamforce2025

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Remember when your Salesforce org was shiny and new? It worked great for a small team, handling a few reports and some quick automations. Fast forward: more users, more data, more fields, more flows, and suddenly your org feels less like a system and more like a Jenga tower. Good news—you don’t have to rebuild from scratch. With the right architecture, governance, and naming conventions, you can scale Salesforce to match your growth. We wrote about how to do it (without the panic projects): https://hubs.li/Q03Fh8VW0 #SalesforceOrg #SalesforceCrm #SalesforceScalability #SalesforceGovernance #DynamicSpecialtiesGroup

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