Ashish Rajan

As a Salesforce Quality Consultant, I’ve often seen how essential it is for QAs to understand the functional structure of Sales Cloud—especially since it’s one of the most widely used Salesforce clouds across projects. Having a clear grasp of Sales Cloud features not only helps in functional validation but also improves the efficiency of regression testing and supports better collaboration with admins and developers. To support learners and professionals preparing for certifications, I’ve created a concise, easy-to-follow Sales Cloud document covering: - Core Sales Cloud features - How to use them - Key elements useful for both QA testing and certification prep If you’re a QA professional, admin, or someone preparing for Sales Cloud certification, this might be a helpful resource for your journey. Feel free to explore and share with your network! #salesforce #SalesforceQA

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🚀 Master API Connections in Salesforce Marketing Cloud Next Integrating APIs with Marketing Cloud Next opens endless possibilities — from real-time personalization to seamless data flow across systems. In this detailed guide, I’ve covered: 🔹 How to set up and authenticate API connections 🔹 Real-world use cases like real-time lead capture, event-triggered emails & CRM sync 🔹 Step-by-step implementation examples 🔹 Best practices for securing and managing integrations Whether you're building your first integration or optimizing complex data flows, this blog will help you connect your ecosystem effortlessly. 👉 Read the full post here: https://lnkd.in/gCa6RNub

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🔴🔵 How to Trigger a Salesforce Marketing Cloud Journey Using AMPscript Salesforce Marketing Cloud (SFMC) empowers marketers to build automated, personalized customer journeys. But did you know you can trigger a journey entry event directly using AMPscript? By leveraging SFMC’s REST API, we can authenticate and send the necessary payload to initiate a journey—all within an email or landing page script. In my latest blog, I break down a sample AMPscript code that helps you automate this process efficiently. Whether you’re looking to personalize in real time or streamline automation, this guide will show you how to make it happen! 💡 Check it out here: https://lnkd.in/d-eCgFKV Have you used AMPscript to trigger journeys before? Let’s discuss in the comments! 👇 #Salesforce #MarketingCloud #SFMC #AMPscript #MarketingAutomation #CustomerJourney

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In some cases, a Screen Flow needs to move forward automatically, without requiring the user to click anything. There are custom Flow components that handle this when certain conditions inside the flow are met. But what happens when a key action happens outside the flow, or even outside Salesforce? 🤔 That’s where the Auto Flow Navigation component comes in. It allows your flow to listen for a Platform Event and automatically move to the next screen when that event is received. 🤩 This is perfect for use cases where external systems need to trigger the next step in the flow. ✨ Example: Let’s say you have a Screen Flow designed to create a new customer. After the user enters the customer details, they must complete and sign a TITAN form, which exists outside Salesforce. The flow should only continue once the form has been submitted. ✅ When the form is submitted, TITAN publishes a Platform Event. ✅ Auto Flow Navigation component listens for this event. ✅ As soon as it’s received, the flow continues automatically, no “Next” button needed. This creates a smooth and integrated experience across systems. 🔗 Read the post to learn more and get the installation links. https://lnkd.in/dU8CtwVc #salesforce #trailblazercommunity

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#salesforce : Ever found yourself scratching your head, wondering which Salesforce API is best for real-time data: 𝐏𝐮𝐛/𝐒𝐮𝐛 𝐀𝐏𝐈 or the 𝐒𝐭𝐫𝐞𝐚𝐦𝐢𝐧𝐠 𝐀𝐏𝐈? While both deliver events, they do so with different underlying philosophies and capabilities. Instead of getting lost in the technical weeds, let's cut to the chase. Here's a quick, intuitive comparison to help you choose the right tool for your next integration challenge. #salesforcedevelopers #salesforceconsultants #salesforcearchitects #salesforceadmins

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This is what the Salesforce ecosystem looks like right now, according to my LinkedIn feed. Salesforce has a low entry threshold, which is an attractive feature, but on the other hand, it also creates opportunities to mess up the system. This leads to a larger supply of Salesforce implementation services—a factor that benefits Salesforce, as implementation costs decrease due to competition and market openness. Products are frequently rebranded and renamed, causing confusion. I bet some people still refer to Community Cloud in their conversations. And then there’s AI—it is another layer. In five years or less, it could potentially replace the entire core of the Salesforce ecosystem along with its inherited problems. So why fix issues that will not even matter in the future?

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Great news for those looking to get stuck into Agentforce 🚨 Salesforce have announced a new Salesforce Developer Edition Org, with access to Agentforce + Data Cloud. Full details here: https://lnkd.in/ebT5iRZK

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From Lead to Opportunity — The Hidden Engine Behind Every Salesforce Success In Salesforce, converting a Lead isn’t just about ticking a box. It’s a data choreography — involving identity, ownership, automation, and action. Here’s a breakdown of the sophisticated flow we build as architects: 📥 Lead Starts the journey — usually from web forms, events, or imports. ✅ Processed by automation rules and duplicate checks. 👤 Contact Becomes the verified identity we track long-term. 🧭 Belongs to an Account — a family, an organization, or a company. 🏢 Account Groups people and creates a shared context. → Helps avoid silos and supports B2B and B2C in parallel. 📈 Opportunity The real game-changer. Created on Lead conversion, it tracks applications, partnerships, deals, or donations — depending on your model. 📬 Activity Interactions like calls, emails, meetings — all logged across Contacts, Accounts, and Opportunities. 🧠 Fuel for dashboards, AI, and pipeline management. ✨ As an architect, my role is to make this flow: 🔒 Secure ⚡ Efficient 🤖 Automated 🔁 Flexible enough to scale across use cases 📊 And this is exactly what we visualize in the diagram below. Let’s stop thinking of Leads as "just data" — and start designing flows that turn them into meaningful, lasting relationships. #Salesforce #CRMArchitecture #LeadManagement #OpportunityFlow #SalesforceArchitect #Automation #DigitalTransformation

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👀 Interesting trend I’ve been noticing in the UK Salesforce space... More and more companies are exploring Salesforce AI, Agentforce, and integrated solutions, but ironically, many are struggling to find developers and architects who have experience beyond just certifications. On the other hand, I’m seeing talented Salesforce professionals stuck—overlooked because hiring cycles are slow, or companies aren’t looking beyond traditional hiring models. In my conversations (and trust me, there’ve been many lately!), what stands out is simple: ➡️ There’s no shortage of talent. But there’s a gap between where companies are looking and where talent is available. Sometimes, a blended approach—leveraging UK-based leads and offshore delivery teams from India—works wonders. It’s not about cost-saving alone anymore; it’s about scalability and flexibility in building strong Salesforce teams. Just some thoughts from my side, having worked across both sides of the table—supporting Salesforce managers in building their teams and helping developers find projects where they can grow. Always open to a chat—whether you’re hiring or navigating your next career step. 🤝 #Salesforce #TechHiring #AI #Agentforce #UKBusiness #OffshoreTeams #CRM #DigitalTransformation

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Test data shouldn’t be the bottleneck between your QA teams and release readiness. But for many Salesforce-driven businesses, it still is. Manual test data creation eats up valuable bandwidth, delays sprints and introduces avoidable inconsistencies. This is where Provar comes in. A game-changer for Salesforce environments that automates bulk test data generation with just a few clicks. Imagine creating 1,000 rows of relevant, structured and test-ready data… in under a minute. Curious how it’s done? Explore our latest blog - https://lnkd.in/gVrX2kTQ This is exactly the kind of transformative efficiency we deliver at Cloud Peritus, helping clients streamline quality engineering, reduce risk and boost delivery speed. Whether you're scaling test automation or modernizing legacy QA workflows, we are here to help. Reach out to us at info@cloudperitus.com or visit www.cloudperitus.com to book a free consultation and demo. Let us help you accelerate your time-to-market and scale confidently today. #ProvarTesting #TestAutomation #TestSmarter #TestStrategy #Salesforce #CloudPeritus

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Salesforce Flow Approval Process on Orchestrations... I was not really expecting this much interest when I posted my first blog and the video. I received many questions. I built a new use case for you and answered these questions in this follow-up demo 👇. Start Flow Approvals From A Button - Salesforce Spring 25 Watch this video to learn how I built an Autolaunched Flow Approval Orchestration and assign it to a button on the Lightning Record Page. This solution shows how you can use queues to assign your approval step. In addition, you can see what email notifications are being sent for approvals, and how approval email responses can be leveraged to complete the approval step. Enjoy. Let me know if you have any questions. Before you ask, they are free 🆓. The link is provided below. The blog post is coming soon. #SalesforceAdmins #SalesforceDevelopers

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Steelbrick CPQ refuses to go away — is that why Salesforce finally pulled the plug? Salesforce has announced the End of Sale for its Salesforce (Steelbrick) CPQ. With this, customers will be forced to either move to Revenue Cloud Advanced (RCA) or evaluate modern third-party CPQ solutions. Here are two theories that might explain this decision: #1. Post-Vlocity CPQ efforts fell short. Salesforce’s push into industry-specific CPQ through Vlocity didn’t fully replace the flexibility and familiarity of Steelbrick CPQ. Even combining it with Billing and PRM under Revenue Cloud didn’t seem to win over customers. #2. Revenue Lifecycle Management (now RCA) represents a strategy shift. Instead of modernizing CPQ in-place, Salesforce pivoted to a broader revenue transformation vision — leaving traditional CPQ behind. Would love to hear your thoughts — what does this mean for Salesforce customers? Is RCA the answer, or will we see a migration to any other modern CPQs?

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Could too many Salesforce Certifications be setting you up to fail your interviews?* I am a big believer that if it is on your CV, you should be able to answer questions on it. This belief was reinforced recently when a candidate interviewed for a role and was asked about their Mulesoft experience, because they hold Mulesoft Certifications. When the candidate admitted they had never actually worked with Mulesoft, but had just pursued the certification it was a red flag for the hiring manager. They had gone into the interview with a certain expectation based on several factors, with one being the number and range of certifications the candidate held. I am not saying certifications are a bad thing at all (I studied hard for mine 😬), but with many hiring managers they do set a certain expectation that you then need to be able to uphold in an interview. I guess there are a few ways of looking at it: 1) The candidate may not have been asked in for an interview if they didn't have the certifications, so it at least got them a chance to impress at interview stage 2) Having certifications in areas you do not have experience could be setting you up for failure as it sets an expectation that you may not be able to uphold 3) Certifications alone are not what hiring decisions should be made on What is your take? Talent Hub Global #Salesforce #TalentHub *Obviously not, if you actually have experience and can answer questions in the areas you are certified.

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Salesforce just announced it’s buying Informatica for ~$8B. Big move. 😎 ➡️ What’s Informatica? Think of it as the behind-the-scenes data wizard – master of data integration, quality, and governance. Basically, it helps make messy enterprise data usable. This is one of the key pieces in Salesforce’s push for agentic AI. Messy data has been the #1 barrier for Agentforce and Data Cloud adoption. ➡️ Why does this matter? Because great AI is useless without great data. This deal puts Salesforce in a stronger position to actually deliver on its AI promises. ➡️ What’s in it for admins and architects? Expect better tools to manage, trust, and use your data across platforms like Data Cloud, MuleSoft, and Tableau. Get ready to rethink your data game. 🔄 https://lnkd.in/d8nYcTDq #Informatica #Salesforce #Agentforce #DataCloud #MuleSoft

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