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:
You shipped an agent. It’s working — and now everyone wants a piece of it. “Can it also handle billing?” “What about account inquiries?” “Can it do onboarding too?” Before long, your focused agent is being asked to do everything at once, and that’s where things get messy. Multi-agent orchestration is how you fix that: […]
Every admin knows the rule: Test in a sandbox before it breaks in production. Or as the saying goes, measure twice and cut once. When new or updated solutions are released to your users, you want to be able to predict that they will have the experience you intend. This also goes for ensuring that […]
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. […]
