Spring is here and now is as good a time as any to do a bit of housekeeping … of your Salesforce org that is! And, we’re excited to equip you with all the tools you need to make it a breeze.
This month, Team Trailhead released a new badge called Data Quality as part of the Learn CRM Essentials trail. Earn this badge and you’ll discover strategies for assessing and improving the quality of your data in Salesforce.
There some great threads and groups on the Trailblazer Community to check out:
As a Salesforce Admin, you and your business users are probably familiar with back-office processes you would love to automate. Like the vendor onboarding workflow that starts in Salesforce, jumps to email for document collection, touches an ERP nobody has API access to, and ends when someone manually updates a spreadsheet to say it’s done. […]
In any Salesforce org, security is the sum of thousands of small decisions. From how permissions are assigned to how sharing rules evolve over time, these layers of configuration define how your data stays safe and who gets to see what. But if you’ve ever been deep in troubleshooting mode, clicking through Setup pages, running […]
Let’s be real for a minute. Things are moving incredibly fast right now. Every time you log in or refresh your feed, there’s a new AI tool popping up, promising to change how we work. If you’re feeling the fatigue of constantly trying to keep up, or if you’re quietly worrying about where your traditional […]
