Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less.
In this click-through, we’re taking a hands-on tour of the HXL Playground. As an admin, you already know how to build flows, shape data models, and make Salesforce work for your users. HXL takes that expertise and unlocks it for systems and agents beyond the Salesforce platform.
Here’s the shift that’s happening: the future of great user experiences isn’t about fixed page layouts anymore. It’s about flexible, AI-driven interactions that meet users wherever they are. With HXL, you’re in control — deciding how agents surface data, how information gets displayed, and how your hard work shows up across any platform your users call home.
Ready to start building Headless Experiences for your users- no matter where they’re doing their best work? To dive deeper into HXL, be sure to check out the Salesforce Admins Blog and Podcast.
What are agent quick actions and why should you care? Starting in Spring ’25*, you can now harness the power of your agent actions right to your record pages with an agent shortcut. This new feature streamlines workflows and improves user efficiency by allowing your users to trigger an agent right from a record page, […]
Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. Ready to try out Agentforce Vibes in your own […]
Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. Today, we’re diving into a powerful AI assistant for […]