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 […]
Let’s be real for a minute. Things are moving incredibly fast right now. Every time you log in or refresh your feed, there’s a new AI tool popping up, promising to change how we work. If you’re feeling the fatigue of constantly trying to keep up, or if you’re quietly worrying about where your traditional […]
Think about the last time you had to solve a user access riddle: Pam and Jim are in the same department, so why can Pam edit Dwight’s record but Jim can’t? That kind of troubleshooting could take dozens of clicks and cost hours of your day. Now, imagine asking Salesforce and it solves it for […]
Admins in the Agentic Era is a series exploring how Salesforce Administrators are evolving in the era of AI, automation, and autonomous systems. We spotlight leaders who are experimenting, advising, and redefining how modern systems are built, governed, and scaled. In Conversation with Katie Villanueva Katie Villanueva is a Salesforce Admin, Golden Hoodie recipient, and […]
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