If you’ve already enabled the In-Person Meeting Assistant, you’ve solved the problem of capturing live meeting transcripts. But what happens when the meeting ends without one? Maybe the customer didn’t consent to live recording. Maybe the rep forgot to start it. Maybe it was an impromptu conversation in the lobby that turned into a real […]
Security Is Your Superpower — Let’s Make It Easier! As admins we’ve all been there: navigating dozens of Setup pages, juggling permissions, auditing connected apps, and reviewing IP ranges to keep our orgs locked down. Security isn’t just a checkbox for us; it’s a core responsibility we carry Every. Single. Day. With the evolution of […]
As a Salesforce Admin, you’re not just responsible for configuring Salesforce; you’re constantly looking for ways to help your teams work more efficiently. Whether it’s reducing clicks, streamlining processes, improving user adoption, or helping teams collaborate, your goal is to make work easier. Connecting Salesforce and Slack is a great first step toward bringing CRM […]
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: […]
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