Case Studies

Salesforce, Blog Buyan Thyagarajan Salesforce, Blog Buyan Thyagarajan

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.

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Salesforce, Blog Andrew Gerber Salesforce, Blog Andrew Gerber

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!   

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Salesforce, Blog Buyan Thyagarajan Salesforce, Blog Buyan Thyagarajan

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.

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Blog, Salesforce, Analytics Amanda Mittnacht Blog, Salesforce, Analytics Amanda Mittnacht

Tableau Conference Sessions Eigen X is Excited For!

Tableau Conference is back in San Diego for 2025! Whether you are just getting started or a self-proclaimed Tableau expert, there are over 450 sessions guaranteed to have something for everyone. Just like last year, we have put together a list of must attend sessions to save you time going through them all. Each phenotype's schedule was designed with limited to no conflicts so you can attend every session under that skill level. 

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Salesforce, Blog, Analytics Amanda Mittnacht Salesforce, Blog, Analytics Amanda Mittnacht

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. 

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Salesforce, Education, Blog Amanda Mittnacht Salesforce, Education, Blog Amanda Mittnacht

Revolutionizing Education: How Data Cloud Enhances Education Cloud

Salesforce Education Cloud is a powerful CRM platform designed to meet the unique needs of educational institutions. It streamlines operations, enhances student engagement, and improves overall institutional performance. However, in today's fast-paced digital world, institutions need more than just data management—they require insights, predictive analytics, and real-time decision-making capabilities. This is where Salesforce Data Cloud comes in, transforming Education Cloud into a cutting-edge platform. Let's explore how Data Cloud elevates Education Cloud through some key use cases. 

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Salesforce, Blog, Eigen Federal, Public Sector Buyan Thyagarajan Salesforce, Blog, Eigen Federal, Public Sector Buyan Thyagarajan

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.

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Salesforce, Blog Bala Kumaran Salesforce, Blog Bala Kumaran

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. 

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Salesforce, Blog Buyan Thyagarajan Salesforce, Blog Buyan Thyagarajan

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.

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Salesforce, Blog Buyan Thyagarajan Salesforce, Blog Buyan Thyagarajan

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.

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Salesforce, Blog Buyan Thyagarajan Salesforce, Blog Buyan Thyagarajan

How to Pass Salesforce Integration Architect Exam in 3 Attempts and a Flu

If you are an admin, developer or architect who is looking to pass the integration architect exam and have been bummed by some failures, this blog post will help you to focus on the right areas and pass the exam. For me, having done integration for a lot of years and been in the salesforce ecosystem for a while now, it was perplexing, annoying that I continued to fail the integration architect exam 2 times. My initial reaction was self-doubt and wondered salesforce questions really made sense. As I went through the exam rigor, I learned a lot on my journey and even learnt a lot of things which I knew before but were handy on my consulting projects.

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Salesforce, Blog Buyan Thyagarajan Salesforce, Blog Buyan Thyagarajan

Master the Art of Business Rule Documentation in Salesforce: 4 Powerful Steps to Succes

If you are an admin or business analyst trying to identify business rules coded in your salesforce org, there is always a challenge on where to find them, how to identify them and even talk to your developers who can help you identify this in apex and flows. The best practice will be to document this on stories and use tools like Elements cloud for this but we all know how budgets are and it is hard sell to get the leadership buyin for a product. So as an Architect, admin or IT manager who wants to identify business rules in your salesforce org, the question is where to start? How to identify business rules and how can you help your fellow developers and admins to document them? The below blog will provide you guidelines for you to follow.

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