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 creating user-friendly record pages to […]

For many solo admins—and I know there are a lot of you out there—out-of-the-box features and being security savvy can be enough to meet the basic security requirements for your Salesforce org. But what about the admins working in heavily regulated industries or for high-growth organizations that are quickly scaling? You may need additional help […]

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 […]

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 episode, we’re going to see just how […]

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 episode, we’ll be setting up a simple […]

Wow! Dreamforce 2025 was one for the books. From connecting and learning together to building the Agentic Enterprise, the event was packed with inspiration and innovation — including some game-changing announcements in the Admin Keynote. This year’s keynote took us to Coral Cloud Resorts, a fictional luxury resort featured in Trailhead challenges and Agentforce NOW workshops […]

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 episode, we’re tackling a common challenge admins […]

Have you ever wished you could update Salesforce without leaving Slack? Okay, maybe you haven’t had this thought as an admin who lives and breathes Salesforce, but I bet you’ve heard this request from your users.  As admins, we play a vital role in ensuring our users get the most out of the platform and […]