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, […]

As I’m sitting here in Boston, Massachusetts writing this Spring ’25 release blog, it’s about 30 degrees Fahrenheit outside. I wear ski pants out while walking Mochi, and we had snow on the ground. I am most definitely wishing it was spring right now, where I can look forward to warmer weather and the idea […]

Automation is one of our superpowers as Salesforce Admins, and modular flows make that power even stronger. If you’ve noticed, flows are everywhere! Your flow-building expertise is key to preparing your company for Agentforce by creating custom flow actions for agents. However, as we shift toward building autonomous agents, we must rethink our approach from […]

Welcome to a special edition episode of “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. But in this episode, we’ll show you how not one, not two, not three, but FOUR Awesome Admins solved the business […]

Welcome to a special edition episode of “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. But in this episode, we’ll show you how not one, not two, not three, but FOUR Awesome Admins solved the business […]

Hey, rockstar admins! Prepare to skyrocket your prompt templates to new levels with your automation prowess using Flow Builder! Mastering the dynamic duo of Prompt Builder and Flow Builder will empower you to create powerful prompt template actions for your agents, setting you up for remarkable success as you lead artificial intelligence (AI) transformations in […]

Gosh, it just seemed like yesterday that I was putting together my blog post about Summer. But here we are, getting ready for Winter ’25. I find it a bit comforting to think about snow as a way to cool down in this 80/90 degree weather we’ve been having in Boston. Mochi (my Pomeranian) would […]

Summertime in the US is one of my favorite seasons because that’s when it’s warm enough to go to the beach, dig your feet into the cool sand, and have a lazy day with some magazines, music, and a lobster roll from the cooler for lunch. Plus, Mochi loves swimming in the cool water and […]

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. […]