User management is a huge responsibility to ensure the right people (both internal and external) have the right access. This includes creating and deactivating users, managing licenses, providing login access, understanding profiles, permission sets, and permission set groups, and troubleshooting user visibility issues. In fact, troubleshooting user management is something that admins everywhere report takes […]

I was recently talking with some new Salesforce Admins who are studying for their certification exam. We discussed how BIG the platform feels and how, with so much to learn, it can feel challenging to even get started. Salesforce is incredibly powerful, which means there are a lot of features and settings, but new admins […]

Admins aren’t just system builders The Salesforce Admin role is evolving with an ever-changing platform and the advancement of AI. Admins are no longer just system builders—we’re relationship builders and governors of behavior, and that transition starts with trust.  When an organization has trust, it experiences faster adoption, better requirements, and fewer fire drills. Who […]

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 […]