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. […]

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 […]

One of the core responsibilities Salesforce Admins handle is user management. You’re creating, updating, and deactivating users while working within a defined number of licenses for your org. Some of you proactively review user login activity and take action accordingly by deactivating users who don’t use or haven’t used Salesforce in a while. Do you […]

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 […]

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. […]

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.

We know each release brings with it lots of amazing new functionality and there can be a lot to digest. With Learn MOAR, we’re packaging the release and bringing it to you in an easy-to-digest format with blogs, videos, and more. Discover Winter ’24 release highlights It’s easy to get started! Read this blog post […]

Editor’s note: This post was updated on April 25, 2024, with the latest information and resources. 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 […]

Summer is always my favorite time of year. While there are days when it does get hot in Boston, I enjoy summer activities like going to the beach, hiking with my partner and Mochi, eating outside without a jacket, and eating lots of roasted corn and watermelon! Summer also happens to be one of our […]