When you start building agents in Agentforce, your first instinct might be to make one agent do everything. One set of instructions, one agent to handle billing questions, delivery updates, promotions, and escalations all at once. It seems like the right thing to do. But the more you ask a single agent to do, the […]
Calling all Awesome Admins! Dreamforce 2026 is your moment to build boldly and help shape the future of the Salesforce platform. Join us September 15-17, in San Francisco—or tune in on Salesforce+—to unlock unprecedented success with three days of limitless impact with 1,600+ breakout sessions, 150+ hands-on trainings and demos, 50+ keynotes, and 240+ community […]
If you read our Test for Outcomes with Flow Testing Upgrades post, then you’re familiar with creating tests that will determine if the flow executed — not just without error, but having reached the right conclusion based on data. Using data to validate outcomes mirrors what developers are used to doing with code via unit […]
It’s almost time for the Winter ’27 Salesforce Release. An essential part of every admin’s job is staying on top of the latest Salesforce Releases. Three times a year, Salesforce releases new features and updates to our technology, enabling users everywhere to take advantage of the latest and greatest that our platform has to offer. […]
As Salesforce Admins, we often build Screen Flows to capture answers. But some workflows need to capture something more nuanced: user intent. In these cases, we need to know not only what a user entered, but also whether they reviewed existing information, confirmed it was still accurate, or actively changed it. A standard editable field […]
You shipped an agent. It’s working — and now everyone wants a piece of it. “Can it also handle billing?” “What about account inquiries?” “Can it do onboarding too?” Before long, your focused agent is being asked to do everything at once, and that’s where things get messy. Multi-agent orchestration is how you fix that: […]
Every admin knows the rule: Test in a sandbox before it breaks in production. Or as the saying goes, measure twice and cut once. When new or updated solutions are released to your users, you want to be able to predict that they will have the experience you intend. This also goes for ensuring that […]
As a Salesforce Admin, you and your business users are probably familiar with back-office processes you would love to automate. Like the vendor onboarding workflow that starts in Salesforce, jumps to email for document collection, touches an ERP nobody has API access to, and ends when someone manually updates a spreadsheet to say it’s done. […]
In any Salesforce org, security is the sum of thousands of small decisions. From how permissions are assigned to how sharing rules evolve over time, these layers of configuration define how your data stays safe and who gets to see what. But if you’ve ever been deep in troubleshooting mode, clicking through Setup pages, running […]
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