Case Studies
Salesforce Connections 2025: What We’re Looking Forward To
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.
Design with Confidence: Summer ’25 Features That Save Time, Strengthen Security, and Stop Problems Before They Start
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.
Last Chance: Join Top Salesforce BAs & Architects Tomorrow for Breakthrough AI Strategies (May 28th Virtual)
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 NY: Must Attend Sessions!
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!
Conquer Salesforce Story Gaps with Well Architected Technical Input
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.
Must Attend Sessions and Salesforce World Tour DC
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.
Unmissable DC World Tour Sessions for Federal Agencies
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.
Leveraging Salesforce Inbound Email Handler for Automated Opportunity Updates
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.
Reduce Risk: Best Practices for Salesforce Admin Privileges
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.
Career Growth for Salesforce Architects: Focus, Goals & Strategic Value in 2025
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.