Jennifer W. Lee

Jennifer is a Lead Admin Evangelist at Salesforce and the host of our live streamed series Automate This! She is Flownatic, 8x certified Application Architect, Trailhead enthusiast, and Golden Hoodie recipient. Prior to joining Salesforce, Jen was a Koa customer, blogger (Jenwlee.com), founding co-host of Automation Hour, and a Salesforce MVP (2016-2021).

Be Release Ready Spring '24 | Einstein for Formulas.

Einstein for Formulas | Spring ’24

Formula creation and maintenance is an important skill to have as an Awesome Admin. You can use formulas to automate calculations, validate data, derive values, perform conditional logic, concatenate information, trigger automation, calculate date/time, and much more. You will commonly use formulas in (the most obvious) formula fields, validation rules, and default values in fields. […]

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Jen's Top Spring '24 Release Features - Be Release Ready

Jen’s Top Spring ’24 Release Features

As I write this blog, it’s winter and it’s cold in Boston. While I like sipping hot apple cider, eating roasted chestnuts, and enjoy seeing all the festive holiday lights in New York City in Hudson Yards, Rockefeller Center, and at the Saks Fifth Avenue store, I can’t wait to fast forward to spring for […]

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What Is a Platform Event-Triggered Flow?

What Is a Platform Event-Triggered Flow?

Admins, have you ever needed to have actions taken in Salesforce if something happens in an external system? Have you ever needed to log an error or notify people if an error occurs? If yes, then a platform event-triggered flow might be what you need. In this post, we’ll provide a high-level overview of a […]

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What Is a Schedule-Triggered Flow?

What Is a Schedule-Triggered Flow?

As an admin, you may be given business requirements to perform some type of automation, like maintain your org’s data or complete routine tasks (for example, send an email reminder) on a scheduled time and frequency, such as daily or weekly. Or, you might just need to run automation once on a batch of records. […]

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Jennifer Lee in a new episode of Did You Know.

Integrate with Data Cloud and Keep Your Org Data Clean

Lead Admin Evangelist Jennifer Lee demonstrates how admins can build solutions by integrating siloed systems with Data Cloud to connect and unify all of your data. Plus, learn how to keep your org data clean in preparation for AI innovations by implementing data cleanliness best practices. Watch the demo and then learn more below.

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Best Practices for Configuring Your Integration User.

Best Practices for Configuring Your Integration User

As a security-minded admin, you should follow the principle of least privilege. What is the principle of least privilege, you ask? It’s the concept of limiting users’ access rights to only what is required to do their jobs. That’s always been my guiding principle as an admin, and even when I was a customer. Following […]

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