New York City was the final stop for the Admin team on our road to Dreamforce. And what an amazing day it was for everyone! Our day started with our popular Salesforce Admin Habits & Hacks session.
Join Salesforce admin expert Mike Gerholdt (aka ButtonClickAdmin) and Gillian Madill as we walk you through the top habits and best practices of successful Salesforce Admins. We’ll show you amazing hacks that will make you a more efficient Salesforce Admin, make your users more productive and drive success for you and your business.
We want all Salesforce Admins to have fun while we are at the world tour stops so we tried to periscope as many sessions as possible. If you follow me (@mikegerholdt), Gillian (@gmadill), Kris Lande (@KrisLande), or Sarah Franklin (@swbjoyce) on twitter you can view the live videos. Our periscope videos from New York have expired- they only last 24 hours- but I promise we will be doing more at upcoming events. And if you listen to the podcast, Gillian and I will be LIVE periscoping upcoming interviews.
Every tour stop has amazing stories from Admins and New York city has some #AwesomeAdmins! Linda Hou (left) was on our podcast back in December, since then Linda has worked diligently on her yearly habit of getting Salesforce Certified and proudly announced she has her Admin certification! Way to go Linda!
Robin Stephani (right) was a brand new Admin. She decided to spend her day in the admin zone and left me with this advice- “Thank you! It was such great advice to stay in the Admin Zone today!” I want to be sure to thank all of our customer presenters and volunteers who made the Admin zone possible.
Here are two great groups to join to connect with fellow Salesforce Admins.
It’s tempting after seeing an Agentforce demo to want to immediately start building an agent in your org. The reality is there’s a step before configuration: making the metadata make sense. Why? Metadata gives Agentforce the context and structure it needs to understand and interact with your data accurately. But reviewing all your metadata can […]
Your first Agentforce use case does not need to transform the entire company. That was one of the clearest takeaways from my Salesforce Admins Podcast conversation with Kacie Molina. It’s easy to leave an Agentforce demo thinking you need to invent one big, impressive agent. A better place to begin is with a small problem […]
If you’ve already enabled the In-Person Meeting Assistant, you’ve solved the problem of capturing live meeting transcripts. But what happens when the meeting ends without one? Maybe the customer didn’t consent to live recording. Maybe the rep forgot to start it. Maybe it was an impromptu conversation in the lobby that turned into a real […]
