Did you know the Admin Relations team uses Salesforce to manage our content publication process? We publish many different kinds of content including blogs, videos, marketing campaigns, YouTube Live episodes, Twitter Spaces, and the occasional trail. We also publish on a lot of different topics like Tableau, Sales Cloud, essential habits for Salesforce Admins, Release […]
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Did you know there is a new way to explore and construct your reports and dashboards? Join J. in this short video to learn how to enable this feature and save time on your reports and dashboards. In this video you’ll learn: How to enable Analytics Home (Beta) How to save time finding your reports, […]
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Salesforce customers put their customers at the center of everything they do. How? With data, of course. But let’s face it: Most organizations are struggling to keep up with customer data. As an admin, you know this from experience. Your company uses data from many different sources, like point-of-sale, CRM, and ecommerce. You have numerous […]
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Importing and exporting data is incredibly useful. But as any admin can tell you, it can also be very time-consuming. Data loads often require manual adjustments, ID mappings, and troubleshooting. Your time is valuable, and automating this process can make you a more efficient admin, freeing you up for important feature requests or maintenance. Historically, […]
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? Did you know Security Center can notify you when a user is granted a risky permission such as Modify All Data? Join me and watch this short video to learn how to create a new alert setting the next time you use Security Center. In this video you’ll learn: What an alert setting is […]
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? Did you know you can use Flow integration to keep your projects on track? When you create, update, or delete a record in Salesforce you can also create tasks in Asana — and it doesn’t require any code! In this video you’ll learn: How to connect Salesforce and Asana using Flow integration How to […]
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Admins like you often field questions from your business about Salesforce products, features, and value. As our offerings continue to expand, it can be difficult to stay up to date. Let’s break down what you need to know about Slack as a Salesforce Admin. Not just another communication channel Slack is a messaging app for […]
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Slack is amazing for collaboration, but managing notifications across platforms, devices, and applications can get messy fast. Especially when you add in email, text messages, phone calls, and collaborative documents! I’m kind of getting a headache just thinking about it. I hate headaches. But you know what I love? Using technology really well. And guess […]
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Emojis in Slack can do a lot: trigger a workflow when you react (a reactji), signal you’ve finished an action item, or help you celebrate a co-worker! Finding the perfect emoji can clarify your tone and bring some fun to your conversations. And there are tons of emojis available in Slack. But what if you […]